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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
BCP
1476
Berkeley Capital Partners
Georgia
$2.26M +$266K +1,661 +13%
SIA
1477
Schechter Investment Advisors
Michigan
$2.25M -$37.4K -233 -2%
HG
1478
Herbst Group
Connecticut
$2.25M -$54.3K -339 -2%
LPAM
1479
Lodestar Private Asset Management
California
$2.25M -$189K -1,181 -8%
CAS
1480
CTC Alternative Strategies
Illinois
$2.24M +$2.28M +14,250 New
HAIM
1481
Hunter Associates Investment Management
Pennsylvania
$2.24M -$84K -524 -4%
CFMC
1482
Curbstone Financial Management Corp
New Hampshire
$2.24M -$86.6K -540 -4%
SWA
1483
Sutton Wealth Advisors
Florida
$2.24M +$84.3K +526 +4%
SAM
1484
SignalPoint Asset Management
Missouri
$2.23M -$17.6K -110 -0.8%
HKAM
1485
Horizon Kinetics Asset Management
New York
$2.23M -$1.92K -12 -0.1%
GBT
1486
Grove Bank & Trust
Florida
$2.23M +$73.6K +459 +3%
SAM
1487
Secure Asset Management
Michigan
$2.23M +$197K +1,226 +9%
CW
1488
CIC Wealth
Maryland
$2.22M -$101K -630 -4%
CI
1489
CX Institutional
Indiana
$2.21M -$184K -1,147 -8%
NC
1490
NovaPoint Capital
Georgia
$2.21M +$66.2K +413 +3%
FFN
1491
Focus Financial Network
Minnesota
$2.21M -$152K -946 -6%
WP
1492
WealthSpring Partners
California
$2.21M +$8.02K +50 +0.4%
AIM
1493
AHL Investment Management
Florida
$2.2M
TFA
1494
Teamwork Financial Advisors
Texas
$2.2M -$551K -3,439 -20%
CM
1495
CoreCommodity Management
Connecticut
$2.19M +$1.02M +6,361 +84%
GLA
1496
Good Life Advisors
Pennsylvania
$2.19M -$2.33M -14,527 -51%
HIM
1497
Harbour Investment Management
Washington
$2.19M -$14.4K -90 -0.6%
TT
1498
TI-Trust
Illinois
$2.18M -$9.62K -60 -0.4%
APWM
1499
Argonautica Private Wealth Management
Massachusetts
$2.18M +$7.05K +44 +0.3%
PIA
1500
Perennial Investment Advisors
California
$2.17M -$41K -256 -2%

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.