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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
ACM
1001
Argyle Capital Management
Pennsylvania
$4.68M -$230K -1,435 -5%
WSWA
1002
Warren Street Wealth Advisors
California
$4.68M +$550K +3,430 +13%
WAS
1003
WESPAC Advisors SoCal
California
$4.68M -$2.01M -12,533 -30%
MGIA
1004
Moneta Group Investment Advisors
Missouri
$4.67M +$263K +1,640 +6%
TIM
1005
Thompson Investment Management
Wisconsin
$4.67M +$28.2K +176 +0.6%
FNBTCON
1006
First National Bank & Trust Co of Newtown
Pennsylvania
$4.66M +$12.5K +78 +0.3%
AMIM
1007
Aull & Monroe Investment Management
Alabama
$4.64M
BMA
1008
Brooks Moore & Associates
Tennessee
$4.64M +$16.2K +101 +0.3%
FBT
1009
First Bankers Trust
Kentucky
$4.63M +$14.9K +93 +0.3%
SWM
1010
Segment Wealth Management
Texas
$4.63M +$151K +942 +3%
FBC
1011
Fairfield, Bush & Co
Connecticut
$4.59M +$103K +642 +2%
YC
1012
Yarbrough Capital
Tennessee
$4.58M
WFG
1013
Wills Financial Group
Virginia
$4.58M +$185K +1,151 +4%
GA
1014
Gateway Advisory
New Jersey
$4.57M +$74.2K +463 +2%
MPIM
1015
McGinn Penninger Investment Management
Virginia
$4.56M -$1.12K -7 -0%
TWA
1016
TCI Wealth Advisors
Arizona
$4.54M -$15.4K -96 -0.3%
GL
1017
Graypoint LLC
New York
$4.53M -$139K -864 -3%
HBT
1018
Hills Bank & Trust
Iowa
$4.52M -$56.3K -351 -1%
HVIA
1019
Hudson Valley Investment Advisors
New York
$4.5M -$54.8K -342 -1%
HL
1020
HeadInvest LLC
Maine
$4.5M -$64.4K -402 -1%
WFI
1021
West Family Investments
California
$4.5M +$738K +4,603 +19%
WP
1022
WealthPLAN Partners
Nebraska
$4.49M -$4.55M -28,355 -50%
TCA
1023
Transcend Capital Advisors
New Jersey
$4.48M +$54.2K +338 +1%
DSC
1024
Duncker Streett & Co
Missouri
$4.48M +$71.3K +445 +2%
BOSSRA
1025
B.O.S.S. Retirement Advisors
Utah
$4.47M -$1.26M -7,853 -22%

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.