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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
MOS
1051
MGO One Seven
Ohio
$4.22M -$1.78M -11,077 -29%
SFA
1052
Souders Financial Advisors
Ohio
$4.21M +$2.6M +16,198 +153%
BST
1053
Bath Savings Trust
Maine
$4.21M -$48.3K -301 -1%
LSAG
1054
Lake Street Advisors Group
New Hampshire
$4.21M +$394K +2,455 +10%
GIA
1055
GHP Investment Advisors
Colorado
$4.18M +$655K +4,086 +19%
BFA
1056
Bill Few Associates
Pennsylvania
$4.16M +$144K +899 +4%
RMDI
1057
R.M. Davis Inc
Maine
$4.16M +$409K +2,549 +11%
PBO
1058
Peoples Bank (Ohio)
Ohio
$4.15M -$17.2K -107 -0.4%
ADL
1059
Asset Dedication LLC
California
$4.14M +$377K +2,352 +10%
AAM
1060
Auxier Asset Management
Oregon
$4.14M +$189K +1,180 +5%
FM
1061
Foster & Motley
Ohio
$4.14M +$99.4K +620 +2%
WA
1062
Waverly Advisors
Alabama
$4.14M +$423K +2,637 +11%
MCM
1063
Monument Capital Management
Virginia
$4.13M +$84K +524 +2%
PA
1064
PFG Advisors
Arizona
$4.13M +$168K +1,051 +4%
MAM
1065
Marketfield Asset Management
New York
$4.12M +$140K +875 +3%
MPI
1066
Mairs & Power Inc
Minnesota
$4.12M -$856K -5,340 -17%
VHAM
1067
Van Hulzen Asset Management
California
$4.11M +$118K +734 +3%
BL
1068
BFSG LLC
California
$4.11M +$114K +713 +3%
LWANC
1069
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.11M -$10.4K -65 -0.2%
AB
1070
Atlas Brown
Kentucky
$4.1M +$39.9K +249 +1%
BCFS
1071
Butensky & Cohen Financial Security
Florida
$4.1M -$113K -703 -3%
MPM
1072
Meritage Portfolio Management
Kansas
$4.1M +$1.36M +8,464 +48%
BEI
1073
Benjamin Edwards Inc
Missouri
$4.1M +$828K +5,162 +25%
GI
1074
GAMCO Investors
Connecticut
$4.1M +$188K +1,174 +5%
WAM
1075
Weatherly Asset Management
California
$4.08M +$145K +902 +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.