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
LA
1351
LVW Advisors
New York
$2.67M -$410K -2,557 -13%
QPWM
1352
Quadrant Private Wealth Management
Pennsylvania
$2.67M +$87.7K +547 +3%
RG
1353
Richelieu Gestion
France
$2.67M +$491K +3,063 +22%
JIC
1354
Joel Isaacson & Co
New York
$2.66M -$15.2K -95 -0.6%
CCM
1355
Cohen Capital Management
California
$2.66M
CC
1356
Cipher Capital
New York
$2.66M +$2.34M +14,621 +645%
WA1
1357
Wimmer Associates 1
California
$2.66M -$8.02K -50 -0.3%
BOS
1358
Bank of Stockton
California
$2.65M +$9.78K +61 +0.4%
NAMP
1359
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.64M -$16K -100 -0.6%
WTB
1360
Washington Trust Bank
Washington
$2.64M +$63.2K +394 +2%
SIM
1361
Sterling Investment Management
Arizona
$2.64M -$39K -243 -1%
JWM
1362
Jeppson Wealth Management
California
$2.64M -$430K -2,685 -14%
RIA
1363
Realta Investment Advisors
Delaware
$2.64M -$334K -2,086 -11%
WA
1364
WealthTrust Axiom
Pennsylvania
$2.63M -$39.9K -249 -1%
GAG
1365
GM Advisory Group
New York
$2.63M +$502K +3,133 +23%
NA
1366
Navellier & Associates
Nevada
$2.63M -$3.69K -23 -0.1%
LP
1367
LMR Partners
United Kingdom
$2.62M -$19M -118,578 -88%
FWM
1368
Finer Wealth Management
Massachusetts
$2.62M -$22.6K -141 -0.8%
TCA
1369
Trifecta Capital Advisors
Illinois
$2.62M +$179K +1,115 +7%
AF
1370
Advisornet Financial
Minnesota
$2.62M -$1.92K -12 -0.1%
MFS
1371
Mirabella Financial Services
United Kingdom
$2.61M +$2.66M +16,601 New
PCA
1372
Private Capital Advisors
Connecticut
$2.61M
CWP
1373
CFM Wealth Partners
Texas
$2.6M -$58.7K -366 -2%
RMAM
1374
Raab & Moskowitz Asset Management
New Jersey
$2.59M +$21K +131 +0.8%
FM
1375
Family Management
New York
$2.59M -$98.1K -612 -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.