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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
FMB
1401
Field & Main Bank
Kentucky
$2.51M -$4.81K -30 -0.2%
MTIC
1402
Missouri Trust & Investment Company
Missouri
$2.5M +$627K +3,909 +33%
TSWM
1403
Triangle Securities Wealth Management
North Carolina
$2.49M -$48.4K -302 -2%
SI
1404
Saxon Interests
Texas
$2.49M +$8.5K +53 +0.3%
LOIM
1405
Liberty One Investment Management
Illinois
$2.48M +$52.1K +325 +2%
BRA
1406
Blue Rock Advisors
Minnesota
$2.48M +$2.53M +15,757 New
DIM
1407
Delta Investment Management
California
$2.48M -$24.7K -154 -1%
IIL
1408
Insight Inv LLC
California
$2.47M +$8.02K +50 +0.3%
FCB
1409
First Command Bank
Texas
$2.47M +$1.13M +7,059 +82%
FCFS
1410
First Command Financial Services
Texas
$2.47M +$1.13M +7,059 +82%
FUBT
1411
First United Bank & Trust
Maryland
$2.47M -$107K -665 -4%
MCM
1412
Mitchell Capital Management
Kansas
$2.47M +$7.05K +44 +0.3%
MIP
1413
Marietta Investment Partners
Wisconsin
$2.46M +$11.2K +70 +0.5%
CAC
1414
Certified Advisory Corp
Florida
$2.45M -$139K -866 -5%
DFA
1415
Delta Financial Advisors
Louisiana
$2.45M -$9.46K -59 -0.4%
MA
1416
Modus Advisors
Minnesota
$2.45M +$26.6K +166 +1%
KIA
1417
Knollwood Investment Advisory
Maryland
$2.45M +$934K +5,825 +60%
SGDR
1418
SPX Gestao de Recursos
Brazil
$2.44M +$2.48M +15,500 New
DWT
1419
Dorsey & Whitney Trust
South Dakota
$2.44M -$731K -4,557 -23%
TCOO
1420
Trust Company of Oklahoma
Oklahoma
$2.44M -$74.4K -464 -3%
FAM
1421
Formidable Asset Management
Ohio
$2.43M +$81K +505 +3%
CST
1422
Charles Schwab Trust
Nevada
$2.42M +$33.2K +207 +1%
VWM
1423
Venturi Wealth Management
Texas
$2.42M +$361K +2,249 +17%
FPAS
1424
Focus Partners Advisor Solutions
Missouri
$2.42M +$392K +2,448 +19%
PH
1425
Pinnacle Holdings
Oklahoma
$2.42M +$2.46M +15,358 New

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.