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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
GT
101
Glenmede Trust
Pennsylvania
$188M
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$186M -$1.65B -10,267,541 -90%
Renaissance Technologies
103
Renaissance Technologies
New York
$185M -$328M -2,048,312 -64%
M&T Bank
104
M&T Bank
New York
$181M -$2.18M -13,619 -1%
Victory Capital Management
105
Victory Capital Management
Texas
$179M +$13.8M +86,197 +8%
Mitsubishi UFJ Trust & Banking
106
Mitsubishi UFJ Trust & Banking
Japan
$177M -$3.1M -19,325 -2%
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$173M -$30.8M -191,959 -15%
Natixis Advisors
108
Natixis Advisors
Massachusetts
$169M +$9.97M +62,216 +6%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$169M +$4.37M +27,243 +3%
ZIM
110
Zacks Investment Management
Illinois
$167M +$1.93M +12,043 +1%
State of New Jersey Common Pension Fund D
111
State of New Jersey Common Pension Fund D
New Jersey
$167M -$3.69M -23,013 -2%
CB
112
Commerce Bank
Missouri
$165M -$7.14M -44,530 -4%
Canada Life
113
Canada Life
Manitoba, Canada
$164M +$4M +24,977 +2%
Osaic Holdings
114
Osaic Holdings
Arizona
$163M +$1.45M +9,068 +0.9%
Retirement Systems of Alabama
115
Retirement Systems of Alabama
Alabama
$162M -$20.8M -129,739 -11%
Chevy Chase Trust
116
Chevy Chase Trust
Maryland
$161M -$5.55M -34,619 -3%
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$159M -$11.7M -73,007 -7%
CP
118
Coho Partners
Pennsylvania
$158M -$7.46M -46,532 -4%
Cerity Partners
119
Cerity Partners
New York
$158M +$2.01M +12,518 +1%
Hudson Bay Capital Management
120
Hudson Bay Capital Management
Connecticut
$157M +$136M +850,000 +567%
AQR Capital Management
121
AQR Capital Management
Connecticut
$157M -$74.3M -463,185 -32%
Russell Investments Group
122
Russell Investments Group
United Kingdom
$154M -$410K -2,557 -0.3%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$152M +$3.15M +19,669 +2%
Ohio Public Employees Retirement System (OPERS)
124
Ohio Public Employees Retirement System (OPERS)
Ohio
$151M -$30.7M -191,263 -17%
PCM
125
Penserra Capital Management
California
$148M +$11M +68,563 +8%

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.