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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
9WM
1526
9258 Wealth Management
Ohio
$2.09M -$10.3K -64 -0.5%
PWPS
1527
Pinnacle Wealth Planning Services
Ohio
$2.08M -$19.6K -122 -0.9%
WT
1528
Washington Trust
Rhode Island
$2.08M -$227K -1,415 -10%
JHCP
1529
Jackson Hole Capital Partners
Oklahoma
$2.08M
SF
1530
Symphony Financial
Texas
$2.08M -$641 -4 -0%
CS
1531
Candriam SCA
Luxembourg
$2.08M -$295K -1,843 -12%
CIM
1532
Chapman Investment Management
California
$2.07M -$66.9K -417 -3%
JWA
1533
JFS Wealth Advisors
Pennsylvania
$2.07M -$22.6K -141 -1%
WA
1534
Wealth Alliance
New York
$2.07M +$244K +1,523 +13%
POIA
1535
Pin Oak Investment Advisors
Texas
$2.07M -$21K -131 -1%
CWP
1536
Concord Wealth Partners
Virginia
$2.07M +$882K +5,504 +72%
SFG
1537
Summit Financial Group
West Virginia
$2.06M -$2.4K -15 -0.1%
CWM
1538
Centric Wealth Management
Illinois
$2.06M +$501K +3,128 +31%
VNIM
1539
Vaughan Nelson Investment Management
Texas
$2.05M -$180K -1,125 -8%
CAM
1540
Cypress Asset Management
Texas
$2.05M -$321 -2 -0%
HFBOT
1541
Home Federal Bank of Tennessee
Tennessee
$2.05M -$44.9K -280 -2%
TA
1542
TrueWealth Advisors
Alabama
$2.05M -$8.98K -56 -0.4%
MFG
1543
Magnus Financial Group
New York
$2.05M +$21.2K +132 +1%
UM
1544
UniSuper Management
Australia
$2.05M +$2.08M +13,000 New
IAIM
1545
International Assets Investment Management
Florida
$2.04M -$193K -1,206 -8%
CFA
1546
CWS Financial Advisors
Michigan
$2.04M +$39.1K +244 +2%
HKIM
1547
Hayek Kallen Investment Management
Alabama
$2.04M +$44.7K +279 +2%
MMM
1548
Mendel Money Management
Illinois
$2.04M -$244K -1,522 -11%
RCM
1549
Regency Capital Management
Hawaii
$2.03M +$2.07M +12,890 New
NME
1550
Notis-McConarty Edward
$2.03M -$41.7K -260 -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.