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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
JF
1076
Jump Financial
Illinois
$4.07M +$2.19M +13,652 +112%
ACM
1077
Alpha Capital Management
Texas
$4.07M
NAM
1078
NTV Asset Management
West Virginia
$4.06M -$11.5K -72 -0.3%
RCIM
1079
Red Cedar Investment Management
Michigan
$4.04M
WIS
1080
Wright Investors Service
Connecticut
$4.04M +$415K +2,590 +11%
KA
1081
Keene & Associates
Texas
$4.04M +$28.9K +180 +0.7%
NGA
1082
Naples Global Advisors
Florida
$4.03M -$802 -5 -0%
AG
1083
Ascent Group
Virginia
$4.03M -$44.7K -279 -1%
PTCG
1084
Pring Turner Capital Group
California
$4.02M +$131K +814 +3%
BCB
1085
Brian C. Broderick
$4.01M -$15.2K -95 -0.4%
MBT
1086
Montecito Bank & Trust
California
$4.01M -$140K -876 -3%
BA
1087
Baugh & Associates
Georgia
$4.01M +$44.9K +280 +1%
IFG
1088
Independent Financial Group
California
$4.01M +$203K +1,264 +5%
SIM
1089
Stratos Investment Management
Ohio
$4M +$181K +1,127 +5%
SLG
1090
Stanley-Laman Group
Pennsylvania
$4M -$97.3K -607 -2%
EIP
1091
Easterly Investment Partners
Massachusetts
$3.99M
SW
1092
SlateStone Wealth
Florida
$3.99M -$102K -639 -2%
Cohen & Steers
1093
Cohen & Steers
New York
$3.99M -$10.2M -63,776 -72%
PWLP
1094
Prio Wealth Limited Partnership
Massachusetts
$3.98M -$72.1K -450 -2%
AWM
1095
Avior Wealth Management
Nebraska
$3.98M -$283K -1,764 -7%
CWS
1096
Confluence Wealth Services
Pennsylvania
$3.98M -$28.2K -176 -0.7%
SF
1097
Slagle Financial
Illinois
$3.97M +$4.04M +25,221 New
JC
1098
Jacobs & Co
California
$3.95M -$26.1K -163 -0.6%
SFWA
1099
Summit Financial Wealth Advisors
Louisiana
$3.94M -$27.6K -172 -0.7%
CFG
1100
Cosner Financial Group
Colorado
$3.92M +$4M +24,939 New

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.