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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
CCM
1201
Coerente Capital Management
Ontario, Canada
$3.35M -$5.61K -35 -0.2%
LF
1202
Lantz Financial
Illinois
$3.34M +$47K +293 +1%
VCP
1203
Verus Capital Partners
Arizona
$3.33M +$378K +2,359 +13%
GSC
1204
G&S Capital
Colorado
$3.32M -$32.4K -202 -0.9%
CI
1205
Cigna Investments
Connecticut
$3.32M -$317K -1,978 -9%
AMG
1206
Advisors Management Group
Wisconsin
$3.31M -$10.6K -66 -0.3%
BJL
1207
Brighton Jones LLC
Washington
$3.3M +$651K +4,063 +24%
BHC
1208
Bowen Hanes & Co
Florida
$3.3M +$2.13M +13,305 +173%
CAM
1209
Centre Asset Management
New York
$3.3M -$5.53M -34,486 -62%
MWM
1210
Massachusetts Wealth Management
Massachusetts
$3.3M -$20K -125 -0.6%
ACM
1211
Altrius Capital Management
North Carolina
$3.29M +$101K +631 +3%
PG
1212
Patten Group
Tennessee
$3.29M -$1.44K -9 -0%
SIC
1213
Shoker Investment Counsel
Ohio
$3.29M +$10.6K +66 +0.3%
DIP
1214
DT Investment Partners
Pennsylvania
$3.28M -$51.9K -324 -2%
BAM
1215
Belpointe Asset Management
Nevada
$3.28M -$2.72M -16,990 -45%
MMPW
1216
Mitchell McLeod Pugh & Williams
Alabama
$3.27M -$82.6K -515 -2%
EWM
1217
Executive Wealth Management
Michigan
$3.27M +$420K +2,618 +14%
RCM
1218
RB Capital Management
Nevada
$3.26M -$55.3K -345 -2%
MCWS
1219
McKinley Carter Wealth Services
West Virginia
$3.25M -$64K -399 -2%
BKA
1220
Brick & Kyle Associates
Pennsylvania
$3.25M
KLWA
1221
Kelly Lawrence W & Associates
California
$3.25M -$227K -1,419 -6%
BTI
1222
Blue Trust Inc
Georgia
$3.24M -$1.16M -7,208 -27%
FCIM
1223
Fairview Capital Investment Management
California
$3.22M
RC
1224
Roundview Capital
New Jersey
$3.22M +$46.2K +288 +1%
TF
1225
Threadgill Financial
Texas
$3.22M +$9.78K +61 +0.3%

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.