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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
First Manhattan
826
First Manhattan
New York
$6.72M -$1.17M -7,321 -15%
EAM
827
Erste Asset Management
Austria
$6.71M -$1.97M -12,295 -22%
IA
828
IFP Advisors
Florida
$6.68M +$1.37M +8,531 +25%
BPCE
829
Bank Pictet & Cie (Europe)
Germany
$6.66M -$360K -2,247 -5%
FNBT
830
FineMark National Bank & Trust
Florida
$6.66M +$190K +1,186 +3%
CSPIA
831
Cary Street Partners Investment Advisory
Virginia
$6.66M +$551K +3,437 +9%
DCM
832
Dudley Capital Management
Virginia
$6.65M +$66.5K +415 +1%
SMWM
833
Silvia McColl Wealth Management
California
$6.58M +$481 +3 +0%
LFAS
834
Level Four Advisory Services
Texas
$6.57M -$354K -2,206 -5%
BSW
835
Buckingham Strategic Wealth
Missouri
$6.55M +$714K +4,452 +12%
AC
836
Abbrea Capital
California
$6.54M +$145K +905 +2%
HSA
837
HBK Sorce Advisory
Pennsylvania
$6.49M -$415K -2,589 -6%
SCI
838
S&CO Inc
Massachusetts
$6.47M -$93.9K -586 -1%
VFA
839
Valeo Financial Advisors
Indiana
$6.45M +$729K +4,547 +8%
FMTC
840
Farmers & Merchants Trust Company
California
$6.43M +$30.5K +190 +0.5%
TNBTD
841
Trustmark National Bank Trust Department
Mississippi
$6.43M -$197K -1,230 -3%
PT
842
Plimoth Trust
Massachusetts
$6.39M +$111K +694 +2%
CHC
843
City Holding Co
West Virginia
$6.39M +$26.9K +168 +0.4%
PI
844
Putnam Investments
Massachusetts
$6.39M -$80.3K -501 -1%
BIAS
845
Beacon Investment Advisory Services
New Jersey
$6.35M -$16.2K -101 -0.2%
BFA
846
Bragg Financial Advisors
North Carolina
$6.35M +$14.9K +93 +0.2%
XF
847
XML Financial
Maryland
$6.33M +$173K +1,082 +3%
MNBTD
848
Moody National Bank Trust Division
Texas
$6.28M +$51.3K +320 +0.8%
CAL
849
Capital Analysts LLC
Pennsylvania
$6.27M -$379K -2,361 -6%
MCP
850
Martin Capital Partners
Oregon
$6.24M -$105K -658 -2%

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.