We are live on ! Find out more
CVX icon

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
CAM
876
Close Asset Management
United Kingdom
$5.98M +$11.1K +69 +0.2%
PA
877
Procyon Advisors
Connecticut
$5.96M +$595K +3,711 +11%
PAMG
878
Patton Albertson Miller Group
Tennessee
$5.93M -$274K -1,707 -4%
EVM
879
Evelyn V. Moreno
$5.93M -$332K -2,068 -5%
PWAG
880
Polaris Wealth Advisory Group
California
$5.91M -$600K -3,741 -9%
PWP
881
Principle Wealth Partners
Connecticut
$5.9M +$2.56K +16 +0%
TH
882
TCTC Holdings
Texas
$5.89M +$49.5K +309 +0.8%
RWP
883
Ridgecrest Wealth Partners
California
$5.88M -$29.3K -183 -0.5%
FB
884
Fulton Bank
Pennsylvania
$5.86M +$418K +2,606 +8%
PPW
885
Parcion Private Wealth
Washington
$5.86M +$184K +1,147 +3%
MWM
886
Madison Wealth Management
Ohio
$5.84M -$63.2K -394 -1%
IAM
887
Innovis Asset Management
Illinois
$5.83M -$49.1K -306 -0.8%
SC
888
Schulhoff & Co
Ohio
$5.83M -$27.1K -169 -0.5%
CT
889
Chicago Trust
Illinois
$5.82M +$114K +713 +2%
AIM
890
Anchor Investment Management
South Carolina
$5.81M +$766K +4,776 +15%
LRPA
891
L. Roy Papp & Associates
Arizona
$5.79M -$59.3K -370 -1%
MP
892
McDonald Partners
Ohio
$5.79M +$29.3K +183 +0.5%
E
893
Ergoteles
New York
$5.78M +$5.89M +36,762 New
KFS
894
Kurt F. Somerville
$5.77M -$1.03M -6,441 -15%
IPW
895
IronBridge Private Wealth
Texas
$5.75M +$1.04M +6,461 +21%
CTA
896
Chesley Taft & Associates
Illinois
$5.74M -$181K -1,127 -3%
PCTC
897
Perkins Coie Trust Company
Washington
$5.72M +$287K +1,789 +5%
DIA
898
Dana Investment Advisors
Wisconsin
$5.72M -$92.8K -579 -2%
PFS
899
Physicians Financial Services
North Carolina
$5.72M +$2.89K +18 +0%
IF
900
Intrua Financial
Texas
$5.71M +$755K +4,707 +15%

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.