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Chevron

3,277 hedge funds and large institutions have $205B invested in Chevron in 2023 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 1,484 increasing their positions, 1,267 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 121

17% more repeat investments, than reductions

Existing positions increased: 1,484 | Existing positions reduced: 1,267

14% more call options, than puts

Call options by funds: $3.66B | Put options by funds: $3.2B

0% more funds holding

Funds holding: 3,2663,277 (+11)

1.61% less ownership

Funds ownership: 70.53%68.91% (-1.6%)

6% less capital invested

Capital invested by funds: $218B → $205B (-$12.1B)

25% less funds holding in top 10

Funds holding in top 10: 262197 (-65)

Holders
3,277
Holders Change
+11
Holders Change %
+0.34%
% of All Funds
51.44%
Holding in Top 10
197
Holding in Top 10 Change
-65
Holding in Top 10 Change %
-24.81%
% of All Funds
3.09%
New
163
Increased
1,484
Reduced
1,267
Closed
121
Calls
$3.66B
Puts
$3.2B
Net Calls
+$458M
Net Calls Change
+$266M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$470M -$73.1M -456,065 -13%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$449M -$39.1M -243,870 -8%
BG
53
Bahl & Gaynor
Ohio
$446M -$62.9M -392,124 -12%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$446M -$7.39M -46,070 -2%
National Pension Service
55
National Pension Service
South Korea
$427M +$19.7M +122,850 +5%
Millennium Management
56
Millennium Management
New York
$422M +$292M +1,822,413 +211%
Diamond Hill Capital Management
57
Diamond Hill Capital Management
Ohio
$413M +$93.8M +585,292 +29%
CWP
58
Capital Wealth Planning
Florida
$411M +$20.1M +125,098 +5%
CS
59
Credit Suisse
Switzerland
$406M -$37.7M -235,309 -8%
Stifel Financial
60
Stifel Financial
Missouri
$406M -$30.4M -189,641 -7%
QP
61
Quilter Plc
United Kingdom
$402M -$4.36M -27,185 -6%
AS
62
Altshuler Shaham
Israel
$377M +$1.67M +10,408 +0.4%
Corient Private Wealth
63
Corient Private Wealth
Florida
$372M +$79.5M +496,095 +27%
Truist Financial
64
Truist Financial
North Carolina
$370M +$1.33M +8,269 +0.4%
LCOV
65
London Company of Virginia
Virginia
$364M -$8.58M -53,504 -2%
Janus Henderson Group
66
Janus Henderson Group
United Kingdom
$360M -$10.6M -65,974 -3%
Ensign Peak Advisors
67
Ensign Peak Advisors
Utah
$356M -$18.6M -115,799 -5%
Citigroup
68
Citigroup
New York
$338M -$15.5M -96,917 -4%
US Bancorp
69
US Bancorp
Minnesota
$331M -$6.68M -41,642 -2%
Prudential Financial
70
Prudential Financial
New Jersey
$324M -$55.8M -348,050 -14%
LPL Financial
71
LPL Financial
California
$323M +$28.6M +178,175 +10%
ClearBridge Investments
72
ClearBridge Investments
New York
$322M -$7.15M -44,611 -2%
American Century Companies
73
American Century Companies
Missouri
$309M +$1.58M +9,885 +0.5%
Citadel Advisors
74
Citadel Advisors
Florida
$309M +$191M +1,191,166 +154%
Pacer Advisors
75
Pacer Advisors
Pennsylvania
$306M +$31.3M +194,925 +11%

CVX Hedge Fund Activity: Q2 2023 in Review

3,277 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q2 2023, worth a combined $205B — down 5.6% from $218B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new CVX positions and 121 closed out — a net gain of 42 holders — while 1,484 added to existing stakes and 1,267 trimmed.

The largest buyer was Barclays, adding an estimated $318M. The largest seller was Commonwealth Equity Services, cutting an estimated $1.65B.

  • 3,277 institutional investors held Chevron (CVX) as of Q2 2023, up from 3,266 in Q1 2023.
  • Funds reported $205B of Chevron stock for Q2 2023, down 5.6% quarter-over-quarter.
  • 163 funds opened new Chevron positions in Q2 2023 and 121 closed out, a net change of +42 holders.
  • The largest Chevron buyer in Q2 2023 was Barclays, an estimated $318M added.
  • The largest Chevron seller in Q2 2023 was Commonwealth Equity Services, an estimated $1.65B sold.

Based on aggregated 13F filings for Q2 2023.