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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
Arrowstreet Capital
751
Arrowstreet Capital
Massachusetts
$7.75M -$11.8M -73,507 -60%
LPT
752
Legacy Private Trust
Wisconsin
$7.74M +$66.4K +414 +0.8%
TG
753
TCW Group
California
$7.73M -$1.9M -11,842 -19%
AIMCA
754
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.73M
CANC
755
Culbertson A N & Co
Virginia
$7.72M +$161K +1,002 +2%
VI
756
Vestcor Inc
New Brunswick, Canada
$7.72M +$90.9K +567 +1%
FCH
757
Freestone Capital Holdings
Washington
$7.7M +$301K +1,876 +4%
LWM
758
Lyell Wealth Management
California
$7.68M +$534K +3,330 +7%
ST
759
Spinnaker Trust
Maine
$7.67M +$2.05M +12,777 +36%
EH
760
Equitable Holdings
New York
$7.67M +$2.54M +15,855 +48%
RIA
761
Regal Investment Advisors
Michigan
$7.66M +$280K +1,746 +4%
GC
762
Grimes & Company
Massachusetts
$7.63M +$429K +2,676 +6%
ECG
763
Edge Capital Group
Georgia
$7.63M +$512K +3,195 +7%
FAIM
764
Financial Advocates Investment Management
Washington
$7.63M +$2.27M +14,150 +41%
NC
765
Nicholas Company
Wisconsin
$7.61M
BL
766
Balentine LLC
Georgia
$7.56M -$2.44M -15,191 -24%
QCM
767
Quantinno Capital Management
New York
$7.53M +$1.51M +9,401 +24%
CIM
768
Cambria Investment Management
California
$7.53M +$7.13M +44,498 +1,323%
IIM
769
Ipswich Investment Management
Massachusetts
$7.52M -$46K -287 -0.6%
CCM
770
Channing Capital Management
Illinois
$7.52M -$213K -1,331 -3%
SPC
771
Sigma Planning Corp
Michigan
$7.51M -$1.45M -9,069 -16%
SC
772
Stolper & Co
Oklahoma
$7.5M +$702K +4,376 +10%
SCP
773
Shorepoint Capital Partners
Massachusetts
$7.49M +$291K +1,814 +4%
RWM
774
Refined Wealth Management
Utah
$7.45M -$63.6K -397 -0.8%
OCM
775
One Capital Management
California
$7.43M +$277K +1,730 +4%

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.