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
SGI
1301
Summit Global Investments
Utah
$2.88M -$4.4M -27,419 -60%
AFG
1302
Albion Financial Group
Utah
$2.87M +$177K +1,101 +6%
PCA
1303
Providence Capital Advisors
North Carolina
$2.87M +$38.5K +240 +1%
CIA
1304
Cohen Investment Advisors
New Hampshire
$2.86M -$241K -1,503 -8%
HI
1305
Hudock Inc
Pennsylvania
$2.86M +$57.2K +357 +2%
BSB
1306
Bangor Savings Bank
Maine
$2.86M +$82.6K +515 +3%
MAM
1307
Mystic Asset Management
Rhode Island
$2.86M -$7.86K -49 -0.3%
WOC
1308
West Oak Capital
California
$2.86M -$124K -772 -4%
AW
1309
Apricus Wealth
South Carolina
$2.85M +$174K +1,085 +6%
AL
1310
Aspiriant LLC
California
$2.85M -$80.8K -504 -3%
AMBIA
1311
Allen Mooney & Barnes Investment Advisors
Georgia
$2.84M +$358K +2,236 +14%
PFSC
1312
Peoples Financial Services Corp
Pennsylvania
$2.84M -$64.9K -405 -2%
FCBT
1313
First Citizens Bank & Trust
North Carolina
$2.83M -$72.1K -450 -2%
MCM
1314
McMillion Capital Management
North Carolina
$2.82M -$64K -399 -2%
CFG
1315
Cooper Financial Group
California
$2.8M +$940K +5,863 +49%
PL
1316
Perpetual Ltd
Australia
$2.8M -$504K -3,142 -15%
CT
1317
Clearstead Trust
Maine
$2.8M -$9.46K -59 -0.3%
SB
1318
Strategic Blueprint
Georgia
$2.8M +$30.5K +190 +1%
GA
1319
GFS Advisors
Texas
$2.79M -$47.1K -294 -2%
CB
1320
CNB Bank
Pennsylvania
$2.79M -$161K -1,004 -5%
SIM
1321
Studio Investment Management
Illinois
$2.79M +$274K +1,712 +11%
UCMOK
1322
United Capital Management of KS
Kansas
$2.79M +$139K +867 +5%
WAAG
1323
Wealth Alliance Advisory Group
Kansas
$2.79M +$36.6K +228 +1%
IAS
1324
IMA Advisory Services
Colorado
$2.79M +$70.2K +438 +3%
CAAS
1325
Capital Asset Advisory Services
Michigan
$2.78M +$122K +759 +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.