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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
CPIG
1426
Chicago Partners Investment Group
Illinois
$2.42M -$120K -747 -5%
OBGC
1427
O'Brien Greene & Co
Pennsylvania
$2.41M +$139K +864 +6%
BOCM
1428
Bontempo Ohly Capital Management
Maryland
$2.41M -$13.6K -85 -0.6%
PCFFS
1429
Pacific Center for Financial Services
California
$2.41M -$37.8K -236 -2%
NDSI
1430
Newman Dignan & Sheerar Inc
Rhode Island
$2.41M +$29.5K +184 +1%
FFA
1431
Fortune Financial Advisors
Kansas
$2.41M +$2.46M +15,320 New
LSPW
1432
Lake Street Private Wealth
Illinois
$2.4M +$17.8K +111 +0.7%
SG
1433
Somerset Group
Minnesota
$2.4M
MAM
1434
Montchanin Asset Management
Delaware
$2.4M +$6.41K +40 +0.3%
GP
1435
Geneva Partners
Wisconsin
$2.39M -$1.02M -6,342 -29%
EHWM
1436
Eads & Heald Wealth Management
Georgia
$2.39M -$81.1K -506 -3%
HRC
1437
Hoertkorn Richard Charles
$2.39M -$16K -100 -0.7%
ST
1438
Sentinel Trust
Texas
$2.39M
PC
1439
Pecaut & Co
Iowa
$2.37M
PHIMC
1440
Private Harbour Investment Management & Counsel
Ohio
$2.37M -$35.8K -223 -1%
ATWA
1441
Arbor Trust Wealth Advisors
Michigan
$2.37M +$39.1K +244 +2%
GCM
1442
Granby Capital Management
Florida
$2.36M
AF
1443
Ally Financial
Michigan
$2.36M +$2.4M +15,000 New
CIG
1444
Consolidated Investment Group
Colorado
$2.36M
SFI
1445
Siemens Fonds Invest
Germany
$2.35M -$19.7K -123 -0.8%
CWP
1446
Cyndeo Wealth Partners
Florida
$2.35M -$423K -2,638 -15%
EFI
1447
EHP Funds Inc
Canada
$2.34M -$1.25M -7,800 -34%
PBC
1448
Pavion Blue Capital
California
$2.34M -$137K -853 -5%
SAM
1449
Sompo Asset Management
Japan
$2.34M +$212K +1,320 +10%
CAWM
1450
Capital Advisors Wealth Management
Washington
$2.34M +$92.8K +579 +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.