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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
QCG
1326
Quadrant Capital Group
Ohio
$2.78M -$323K -2,012 -10%
BMC
1327
Benin Management Corp
Connecticut
$2.78M +$117K +732 +4%
LIA
1328
LS Investment Advisors
Michigan
$2.78M -$114K -714 -4%
KA
1329
KLCM Advisors
Wisconsin
$2.78M +$1.44M +8,973 +103%
MW
1330
Marcum Wealth
Ohio
$2.77M +$152K +946 +6%
TBNY
1331
Trustco Bank (New York)
New York
$2.77M -$93.8K -585 -3%
DA
1332
Duality Advisers
Florida
$2.77M +$2.82M +17,607 New
HWA
1333
HCR Wealth Advisors
California
$2.77M -$23.1K -144 -0.8%
BC
1334
Burney Company
Virginia
$2.76M +$31.1K +194 +1%
LS
1335
Leelyn Smith
Illinois
$2.76M -$153K -956 -5%
AWM
1336
Accurate Wealth Management
Florida
$2.75M +$361K +2,249 +14%
SCP
1337
Syntal Capital Partners
Texas
$2.75M +$70.2K +438 +3%
RSVP
1338
Ramsay Stattman Vela & Price
Colorado
$2.74M +$25.7K +160 +0.9%
FPCP
1339
Fort Point Capital Partners
California
$2.74M +$2.25K +14 +0.1%
SMC
1340
Smith, Moore & Co
Missouri
$2.73M +$151K +941 +6%
FG
1341
Fiduciary Group
Georgia
$2.73M +$4.65K +29 +0.2%
MLM
1342
Mount Lucas Management
Pennsylvania
$2.72M -$405K -2,527 -13%
GCA
1343
Greenwood Capital Associates
South Carolina
$2.72M +$36.6K +228 +1%
CHAM
1344
Clear Harbor Asset Management
Connecticut
$2.71M +$512K +3,196 +23%
SRC
1345
Shufro Rose & Co
New York
$2.71M -$8.66K -54 -0.3%
CT
1346
Columbia Trust
Oregon
$2.7M -$33.5K -209 -1%
WGAM
1347
Wilkinson Global Asset Management
New York
$2.7M
SSA
1348
South Street Advisors
New York
$2.7M
HI
1349
Harbour Investments
Wisconsin
$2.69M +$24.5K +153 +0.9%
CHJWM
1350
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.68M +$28.9K +180 +1%

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.