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
HCM
976
Hengehold Capital Management
Ohio
$4.9M -$55K -343 -1%
PAM
977
Peak Asset Management
Colorado
$4.9M +$56.8K +354 +1%
Verition Fund Management
978
Verition Fund Management
Connecticut
$4.9M +$2.68M +16,688 +115%
CA
979
Commerzbank Aktiengesellschaft
Germany
$4.88M +$703K +4,382 +16%
JWCA
980
J.W. Cole Advisors
Florida
$4.87M -$320K -1,994 -6%
FTA
981
Financial & Tax Architects
Missouri
$4.87M +$183K +1,143 +4%
FTDI
982
First Trust Direct Indexing
Massachusetts
$4.86M -$388K -2,422 -7%
CW
983
CreativeOne Wealth
Kansas
$4.84M +$70.1K +437 +1%
GWMIA
984
Global Wealth Management Investment Advisory
Florida
$4.83M +$729K +4,550 +17%
ERSOT
985
Employees Retirement System of Texas
Texas
$4.81M -$378K -2,360 -7%
IWM
986
IHT Wealth Management
Illinois
$4.8M +$649K +4,049 +15%
CS
987
Crescent Sterling
Louisiana
$4.8M +$354K +2,205 +8%
FMTCOCP
988
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.77M +$32.4K +202 +0.7%
BP
989
Ballentine Partners
Massachusetts
$4.77M +$186K +1,163 +4%
PVI
990
Pine Valley Investments
New Jersey
$4.76M +$2.3M +14,339 +90%
WWM
991
Western Wealth Management
Colorado
$4.76M -$79.7K -497 -2%
CS
992
Comerica Securities
Michigan
$4.76M -$48.1K -300 -1%
PRS
993
Pinkerton Retirement Specialists
Idaho
$4.75M +$363K +2,267 +8%
LA
994
Legacy Advisors
Pennsylvania
$4.75M +$1.09M +6,799 +29%
AWA
995
Arete Wealth Advisors
Illinois
$4.73M -$19.2K -120 -0.4%
EP
996
Eudaimonia Partners
Tennessee
$4.72M +$1.22M +7,637 +34%
MHIC
997
Marble Harbor Investment Counsel
Massachusetts
$4.71M -$24K -150 -0.5%
MAS
998
Meeder Advisory Services
Ohio
$4.69M -$92.8K -579 -2%
ET
999
Equitable Trust
Tennessee
$4.69M -$42K -262 -0.9%
SWM
1000
Spire Wealth Management
Virginia
$4.68M -$202K -1,262 -4%

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.