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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
LC
1551
Lindbrook Capital
California
$2.02M +$8.82K +55 +0.4%
SIG
1552
Sargent Investment Group
Maryland
$2.02M +$715K +4,461 +53%
T
1553
TCWP
Ohio
$2.01M -$543K -3,385 -21%
LIM
1554
Longfellow Investment Management
Massachusetts
$2.01M +$83.2K +519 +4%
TAM
1555
Taurus Asset Management
New York
$2.01M -$34.6K -216 -2%
TAM
1556
Titleist Asset Management
Texas
$2M -$255K -1,589 -11%
AWP
1557
Ascent Wealth Partners
New York
$2M +$126K +785 +7%
PWA
1558
Providence Wealth Advisors
Illinois
$2M -$73.6K -459 -3%
STC
1559
Sarah T. Connolly
$2M -$6.89K -43 -0.3%
CIG
1560
Cascade Investment Group
Colorado
$1.99M -$4.33K -27 -0.2%
BCA
1561
Bay Colony Advisors
Massachusetts
$1.99M -$8.98K -56 -0.4%
OBWG
1562
Onyx Bridge Wealth Group
New York
$1.97M +$47.9K +299 +2%
TGAM
1563
TBH Global Asset Management
Tennessee
$1.97M +$13.3K +83 +0.7%
SFFS
1564
Stonehage Fleming Financial Services
Jersey
$1.97M +$204K +1,275 +11%
MHI
1565
Miller Howard Investments
New York
$1.97M +$16.2K +101 +0.8%
GSB
1566
Greenfield Savings Bank
Massachusetts
$1.97M -$15.6K -97 -0.8%
GWCM
1567
Godshalk Welsh Capital Management
Pennsylvania
$1.96M -$32.1K -200 -2%
CFS
1568
CRA Financial Services
New Jersey
$1.96M +$9.62K +60 +0.5%
SIM
1569
Sentry Investment Management
Wisconsin
$1.96M
DAM
1570
Delta Asset Management
Tennessee
$1.96M
SAM
1571
Smithbridge Asset Management
Pennsylvania
$1.96M +$112K +701 +6%
KC
1572
Knuff & Co
California
$1.96M
WCM
1573
Weik Capital Management
Pennsylvania
$1.96M +$1.6K +10 +0.1%
KTC
1574
Kistler-Tiffany Companies
Pennsylvania
$1.96M +$23.7K +148 +1%
SCI
1575
Stableford Capital II
Arizona
$1.95M +$1.95M +12,143 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.