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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
GWM
901
Geneos Wealth Management
Colorado
$5.69M +$860K +5,367 +17%
PTC
902
Private Trust Company
Ohio
$5.69M +$275K +1,717 +5%
CWM
903
Compass Wealth Management
Connecticut
$5.68M -$6.25K -39 -0.1%
TC
904
Telemus Capital
Michigan
$5.68M +$26.1K +163 +0.5%
HI
905
Horizon Investments
North Carolina
$5.67M -$603K -3,763 -9%
SVWAG
906
Sound View Wealth Advisors Group
Georgia
$5.65M -$145K -907 -2%
NCM
907
Narwhal Capital Management
Georgia
$5.62M +$1.12K +7 +0%
BCM
908
Bayesian Capital Management
New York
$5.62M +$2.52M +15,730 +79%
WANY
909
Wealthspire Advisors (New York)
New York
$5.62M -$156K -976 -3%
NCM
910
Nelson Capital Management
California
$5.61M -$140K -875 -2%
CA
911
Clearstead Advisors
Ohio
$5.61M +$812K +5,062 +17%
SA
912
Strategic Advisors
New York
$5.6M +$302K +1,884 +6%
FCMT
913
Founders Capital Management (Texas)
Texas
$5.57M -$47.9K -299 -0.8%
SDIC
914
South Dakota Investment Council
South Dakota
$5.57M -$443K -2,761 -7%
GQG Partners
915
GQG Partners
Florida
$5.55M
CFC
916
Cincinnati Financial Corp
Ohio
$5.53M
CA
917
CoreCap Advisors
Michigan
$5.53M +$5.63M +35,134 New
RDWM
918
Red Door Wealth Management
Tennessee
$5.51M +$491K +3,064 +10%
JCM
919
Jacobi Capital Management
Pennsylvania
$5.5M +$94.3K +588 +2%
MWM
920
Mattern Wealth Management
Kansas
$5.49M +$742K +4,631 +15%
GIA
921
Gladstone Institutional Advisory
Florida
$5.49M -$572K -3,570 -9%
HCA
922
Harbor Capital Advisors
Illinois
$5.49M
AWE
923
Avidian Wealth Enterprises
Texas
$5.46M -$3.01M -18,785 -35%
FSA
924
Fort Sheridan Advisors
Illinois
$5.45M +$133K +829 +2%
SIA
925
Soltis Investment Advisors
Utah
$5.44M +$2.26M +14,074 +69%

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.