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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
ECML
926
Eagle Capital Management (Louisiana)
Louisiana
$5.43M -$35.1K -219 -0.6%
CLOS
927
Compagnie Lombard Odier SCmA
Switzerland
$5.43M -$2.28M -14,237 -29%
TPWA
928
TRUE Private Wealth Advisors
Oregon
$5.43M -$39K -243 -0.7%
BHWA
929
Beacon Harbor Wealth Advisors
Virginia
$5.43M +$82.2K +513 +2%
ALAM
930
Asahi Life Asset Management
Japan
$5.42M -$400K -2,493 -7%
OIM
931
Opus Investment Management
Massachusetts
$5.41M
GCM
932
Garland Capital Management
Washington
$5.41M -$4.01K -25 -0.1%
MS
933
Madden Securities
Texas
$5.4M -$475K -2,964 -8%
CB
934
Community Bank
New York
$5.4M -$261K -1,626 -5%
SBIA
935
Sheaff Brock Investment Advisors
Indiana
$5.39M -$177K -1,106 -3%
RHDIC
936
R.H. Dinel Investment Counsel
California
$5.38M
HCA
937
Harbour Capital Advisors
Virginia
$5.38M -$10.7K -67 -0.2%
IW
938
Imprint Wealth
South Carolina
$5.38M -$89.9K -561 -2%
SCP
939
Sandhill Capital Partners
New York
$5.37M -$182K -1,133 -3%
SWA
940
Stratos Wealth Advisors
Ohio
$5.36M -$126K -784 -2%
HIP
941
HUB Investment Partners
Texas
$5.34M +$1.5M +9,365 +38%
BIC
942
Beach Investment Counsel
Pennsylvania
$5.32M -$3.35M -20,868 -38%
SLI
943
Sumitomo Life Insurance
Japan
$5.31M -$523K -3,264 -9%
PHS
944
Pekin Hardy Strauss
Illinois
$5.29M +$16.5K +103 +0.3%
RCA
945
Resonant Capital Advisors
Wisconsin
$5.28M +$249K +1,555 +5%
RG
946
Retirement Group
California
$5.25M +$366K +2,282 +7%
OLA
947
Oliver Luxxe Assets
New Jersey
$5.23M -$34K -212 -0.6%
CWM
948
Concentric Wealth Management
California
$5.23M -$13.6K -85 -0.3%
TLP
949
Trinity Legacy Partners
Texas
$5.22M +$120K +746 +2%
WIM
950
WealthPlan Investment Management
Nebraska
$5.21M -$4.84M -30,169 -48%

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.