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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
ZB
1126
Zions Bancorporation
Utah
$3.76M +$1.65M +10,289 +76%
Koshinski Asset Management
1127
Koshinski Asset Management
Illinois
$3.76M -$1.6M -10,006 -30%
MG
1128
Mather Group
Illinois
$3.76M +$392K +2,444 +11%
Westfield Capital Management
1129
Westfield Capital Management
Massachusetts
$3.74M +$275K +1,715 +8%
SAM
1130
Selway Asset Management
$3.74M +$228K +1,425 +6%
CCA
1131
Checchi Capital Advisers
California
$3.74M +$136K +851 +4%
DWA
1132
Douglass Winthrop Advisors
New York
$3.74M
SIA
1133
Sage Investment Advisers
New York
$3.73M -$11.1K -69 -0.3%
IAS
1134
Investment Advisory Services
Texas
$3.72M +$604K +3,770 +19%
WWA
1135
WCG Wealth Advisors
Nevada
$3.72M +$1.38M +8,635 +58%
BIG
1136
Builder Investment Group
Georgia
$3.71M
EBT
1137
Enterprise Bank & Trust
Massachusetts
$3.7M +$378K +2,357 +11%
MFG
1138
MidWestOne Financial Group
Iowa
$3.7M -$36.7K -229 -1%
BAAM
1139
Baker Avenue Asset Management
California
$3.7M -$203K -1,264 -5%
CPA
1140
Capital Planning Advisors
California
$3.69M -$724K -4,518 -16%
CIA
1141
Choate Investment Advisors
Massachusetts
$3.69M +$252K +1,569 +7%
CA
1142
Continuum Advisory
Idaho
$3.67M +$414K +2,585 +12%
WAP
1143
Wealthcare Advisory Partners
Pennsylvania
$3.67M -$551K -3,434 -13%
FCA
1144
FLC Capital Advisors
California
$3.66M -$8.02K -50 -0.2%
CC
1145
Centiva Capital
New York
$3.66M +$3.61M +22,548 +3,203%
DI
1146
Diligent Investors
California
$3.66M +$60K +374 +2%
GP
1147
Greenline Partners
New York
$3.65M +$2.97M +18,515 +393%
MRWM
1148
ML&R Wealth Management
Texas
$3.64M +$3.31M +20,650 +822%
S
1149
SignatureFD
Georgia
$3.64M -$122K -763 -3%
BCM
1150
Boltwood Capital Management
California
$3.64M -$135K -840 -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.