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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
ACM
776
Aquatic Capital Management
Illinois
$7.43M +$7.57M +47,200 New
PWW
777
Pettyjohn Wood & White
Virginia
$7.43M -$1.92K -12 -0%
AMI
778
Amica Mutual Insurance
Rhode Island
$7.41M
AAMA
779
Advanced Asset Management Advisors
Ohio
$7.37M -$10.1K -63 -0.1%
FIM
780
Fruth Investment Management
Texas
$7.3M -$641 -4 -0%
RP
781
Rowlandmiller & Partners
Georgia
$7.28M -$93.1K -581 -1%
Two Sigma Investments
782
Two Sigma Investments
New York
$7.27M -$3.97M -24,782 -35%
LKIM
783
Lawson Kroeker Investment Management
Nebraska
$7.23M -$5.77K -36 -0.1%
GLLW
784
Graves Light Lenhart Wealth
Virginia
$7.22M -$172K -1,075 -2%
FHB
785
First Hawaiian Bank
Hawaii
$7.19M -$22.1K -138 -0.3%
WAM
786
Wolverine Asset Management
Illinois
$7.19M +$1.09M +6,816 +18%
MCM
787
Marathon Capital Management
Maryland
$7.18M +$4.36M +27,185 +147%
IF
788
Insight Folios
North Carolina
$7.17M +$277K +1,729 +4%
Two Sigma Advisers
789
Two Sigma Advisers
New York
$7.16M -$7.26M -45,300 -50%
CWM
790
C2C Wealth Management
Arizona
$7.14M +$52.9K +330 +0.7%
FAM
791
Fred Alger Management
New York
$7.09M +$157K +982 +2%
BBHC
792
Brown Brothers Harriman & Co
New York
$7.08M -$3.53K -22 -0%
SCM
793
Schnieders Capital Management
California
$7.07M +$162K +1,012 +2%
DBT
794
Dubuque Bank & Trust
Iowa
$7.07M +$16K +100 +0.2%
FNB
795
Farmers National Bank
Kentucky
$7M +$206K +1,287 +3%
EFS
796
Essex Financial Services
Connecticut
$6.97M -$9.64M -60,153 -58%
SAMC
797
Spectrum Asset Management (California)
California
$6.94M -$335K -2,090 -5%
CCM
798
Coldstream Capital Management
Washington
$6.93M -$202K -1,259 -3%
PMG
799
ProVise Management Group
Florida
$6.93M +$4.81M +29,985 +214%
VIM
800
Vinva Investment Management
Australia
$6.93M +$5.72M +35,688 +413%

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.