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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
New York State Teachers Retirement System (NYSTRS)
76
New York State Teachers Retirement System (NYSTRS)
New York
$305M -$19.5M -121,828 -6%
D.E. Shaw & Co
77
D.E. Shaw & Co
New York
$294M +$46.3M +288,534 +18%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$289M -$49M -305,620 -14%
CIBC Private Wealth Group
79
CIBC Private Wealth Group
Georgia
$287M +$10.3M +64,159 +4%
Mackenzie Financial
80
Mackenzie Financial
Ontario, Canada
$282M +$35M +218,465 +14%
Mitsubishi UFJ Asset Management
81
Mitsubishi UFJ Asset Management
Japan
$281M +$16.5M +102,683 +6%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$262M +$75.5M +471,166 +40%
HighTower Advisors
83
HighTower Advisors
Illinois
$256M +$17.7M +110,142 +7%
Korea Investment Corp
84
Korea Investment Corp
South Korea
$255M +$30.8M +191,874 +13%
CCM
85
Cullen Capital Management
New York
$254M +$6.45M +40,230 +3%
RJFSA
86
Raymond James Financial Services Advisors
Florida
$249M +$3.87M +24,155 +2%
ProShare Advisors
87
ProShare Advisors
Maryland
$240M +$8.81M +54,946 +4%
EIP
88
Epoch Investment Partners
New York
$236M -$2.79M -17,430 -1%
EAM
89
Eagle Asset Management
Florida
$227M +$13.7M +85,620 +6%
Baird Financial Group
90
Baird Financial Group
Wisconsin
$221M -$18.2M -113,719 -7%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$221M -$17.8M -110,904 -7%
Luther King Capital Management (LKCM)
92
Luther King Capital Management (LKCM)
Texas
$205M +$719K +4,482 +0.3%
Marshall Wace
93
Marshall Wace
United Kingdom
$202M -$119M -743,952 -37%
DekaBank Deutsche Girozentrale
94
DekaBank Deutsche Girozentrale
Germany
$200M +$31.9M +199,243 +19%
Public Employees Retirement Association of Colorado
95
Public Employees Retirement Association of Colorado
Colorado
$197M -$1.81M -11,292 -0.9%
VOYA Investment Management
96
VOYA Investment Management
Georgia
$196M -$35M -218,614 -15%
Allianz Asset Management
97
Allianz Asset Management
Germany
$194M -$3.75M -23,368 -2%
Mariner
98
Mariner
Kansas
$193M +$3.59M +22,408 +2%
BGIM
99
Brandywine Global Investment Management
Pennsylvania
$192M +$48.1M +299,954 +33%
Toronto Dominion Bank
100
Toronto Dominion Bank
Ontario, Canada
$189M -$32.5M -202,653 -14%

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.