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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
GIP
1251
Granite Investment Partners
California
$3.08M
SWA
1252
SFMG Wealth Advisors
Texas
$3.08M -$37K -231 -1%
CM
1253
Caption Management
Oklahoma
$3.07M +$2M +12,500 +179%
BDS
1254
Banco de Sabadell
Florida
$3.07M -$106K -663 -3%
DPIM
1255
Duff & Phelps Investment Management
Illinois
$3.06M
MMG
1256
Monetary Management Group
Missouri
$3.06M -$224K -1,395 -7%
CWM
1257
Cordatus Wealth Management
Pennsylvania
$3.05M +$3.11M +19,373 New
1WA
1258
180 Wealth Advisors
Washington
$3.05M -$54.2K -338 -2%
MPCG
1259
Matrix Private Capital Group
New York
$3.05M +$962 +6 +0%
HCM
1260
Hutchinson Capital Management
California
$3.03M -$193K -1,201 -6%
NSIM
1261
North Star Investment Management
Illinois
$3.03M +$19.6K +122 +0.6%
MMA
1262
Miracle Mile Advisors
California
$3.03M -$115K -715 -4%
PWMAG
1263
Pinnacle Wealth Management Advisory Group
New Jersey
$3.03M -$271K -1,693 -8%
SIC
1264
Sigma Investment Counselors
Michigan
$3.02M +$103K +642 +3%
PTC
1265
Philadelphia Trust Company
Pennsylvania
$3.02M -$208K -1,299 -6%
MSS
1266
Mitchell Sinkler & Starr
Pennsylvania
$3.01M -$48.1K -300 -2%
PAM
1267
Paradigm Asset Management
New York
$3.01M -$3.11M -19,400 -50%
DRD
1268
Dennis R. Delaney
$3M +$776K +4,842 +34%
KFBMI
1269
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.99M
WPW
1270
Waldron Private Wealth
Pennsylvania
$2.98M -$132K -821 -4%
SWM
1271
Sculati Wealth Management
Michigan
$2.98M +$4.17K +26 +0.1%
SIA
1272
Sit Investment Associates
Minnesota
$2.97M +$11.2K +70 +0.4%
TA
1273
TFG Advisers
Michigan
$2.97M +$80.6K +503 +3%
ISWM
1274
Independent Solutions Wealth Management
New York
$2.97M +$72.3K +451 +2%
AC
1275
AlphaCore Capital
California
$2.97M +$1.85M +11,519 +158%

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.