We are live on ! Find out more
CVX icon

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
AT
1226
Arden Trust
Delaware
$3.21M -$665K -4,148 -17%
AAS
1227
Ameritas Advisory Services
Nebraska
$3.2M -$2.19M -13,660 -40%
WA
1228
WP Advisors
California
$3.18M +$37.8K +236 +1%
CFM
1229
Capricorn Fund Managers
United Kingdom
$3.17M +$4.97K +31 +0.2%
LWM
1230
Liberty Wealth Management
California
$3.17M -$338K -2,107 -9%
GPTE
1231
Generali Powszechne Towarzystwo Emerytalne
Poland
$3.17M
CPA
1232
Cardiff Park Advisors
California
$3.16M +$3.85K +24 +0.1%
HGWM
1233
Horst & Graben Wealth Management
Oregon
$3.16M -$26.5K -165 -0.8%
SCA
1234
Sippican Capital Advisors
Massachusetts
$3.16M -$9.46K -59 -0.3%
TCA
1235
Tortoise Capital Advisors
Kansas
$3.15M
VRM
1236
Vectors Research Management
New York
$3.15M -$101K -629 -3%
UFG
1237
United Fire Group
Iowa
$3.15M
WJA
1238
Willis Johnson & Associates
Texas
$3.15M +$276K +1,719 +9%
LC
1239
LCNB Corp
Ohio
$3.14M -$208K -1,295 -6%
CWM
1240
Cornerstone Wealth Management
Missouri
$3.13M +$161K +1,002 +5%
CG
1241
Caprock Group
Idaho
$3.13M -$187K -1,169 -6%
LFA
1242
LGT Financial Advisors
Texas
$3.13M +$676K +4,219 +27%
NSEDCP
1243
NJ State Employees Deferred Compensation Plan
New Jersey
$3.13M
CGL
1244
Clarius Group LLC
Washington
$3.13M +$63.3K +395 +2%
WR
1245
WD Rutherford
Oregon
$3.12M -$3.21K -20 -0.1%
HIA
1246
Harbor Investment Advisory
Maryland
$3.11M -$2.56K -16 -0.1%
ST
1247
Smithfield Trust
Pennsylvania
$3.1M -$240K -1,496 -7%
GFPC
1248
Global Financial Private Client
Florida
$3.1M -$171K -1,068 -5%
BO
1249
Bank OZK
Arkansas
$3.09M -$304K -1,899 -9%
AI
1250
ArchPoint Investors
Florida
$3.09M

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.