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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
MKC
1601
M. Kraus & Co
Vermont
$1.9M -$44.1K -275 -2%
BFW
1602
Brady Family Wealth
Missouri
$1.9M +$65.6K +409 +4%
MYLI
1603
Meiji Yasuda Life Insurance
Japan
$1.9M +$111K +690 +6%
DJSG
1604
D.J. St. Germain
Massachusetts
$1.9M +$1.94M +12,073 New
OWA
1605
Outlook Wealth Advisors
Texas
$1.9M +$3.53K +22 +0.2%
TCM
1606
Traynor Capital Management
Pennsylvania
$1.9M -$17.5K -109 -0.9%
STA
1607
Summit Trail Advisors
New York
$1.89M +$1.08M +6,726 +127%
WE
1608
Wealth Effects
Massachusetts
$1.89M -$81.1K -506 -4%
SACTSONJ
1609
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.89M
TIA
1610
Trust Investment Advisors
Indiana
$1.89M +$233K +1,454 +14%
DRS
1611
Deane Retirement Strategies
Louisiana
$1.89M +$15.1K +94 +0.8%
VST
1612
Van Strum & Towne
California
$1.88M
WMP
1613
Wealth Management Partners
Arizona
$1.88M +$65.7K +410 +4%
AR
1614
Advisory Research
Illinois
$1.88M +$457K +2,848 +31%
HCM
1615
Highlander Capital Management
New Jersey
$1.88M
Financial Engines Advisors
1616
Financial Engines Advisors
California
$1.87M -$62.5K -390 -3%
PSCM
1617
Per Stirling Capital Management
Texas
$1.87M +$23.6K +147 +1%
CPRC
1618
Consolidated Portfolio Review Corp
New York
$1.87M -$63.3K -395 -3%
IA
1619
IFG Advisory
Georgia
$1.87M +$59K +368 +3%
CF
1620
Centaurus Financial
California
$1.87M -$713K -4,448 -27%
UCI
1621
Uncommon Cents Investing
Wisconsin
$1.86M -$3.85K -24 -0.2%
CI
1622
Conning Inc
Connecticut
$1.85M -$458K -2,854 -19%
BMWM
1623
Brown Miller Wealth Management
Virginia
$1.85M +$12.8K +80 +0.7%
BA
1624
Birinyi Associates
Connecticut
$1.85M -$344K -2,144 -15%
WSCM
1625
Wellington Shields Capital Management
New York
$1.85M -$24.7M -154,323 -93%

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.