We are live on ! Find out more
CVX icon

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
SAM
1651
Sabadell Asset Management
Spain
$1.78M
SLFPAM
1652
St. Louis Financial Planners Asset Management
Missouri
$1.78M +$50.3K +314 +3%
AIM
1653
Athena Investment Management
California
$1.78M -$3.69K -23 -0.2%
OA
1654
Oxbow Advisors
Texas
$1.77M -$49.1K -306 -3%
OAJ
1655
Ogorek Anthony Joseph
New York
$1.77M -$152K -945 -8%
RWB
1656
RMR Wealth Builders
New Jersey
$1.77M +$171K +1,065 +10%
CNFG
1657
Creegan & Nassoura Financial Group
New Hampshire
$1.77M -$481 -3 -0%
RBC
1658
Romano Brothers & Co
Illinois
$1.77M +$93K +580 +5%
OP
1659
ORG Partners
Indiana
$1.77M +$1.8M +11,231 New
RCA
1660
Ranch Capital Advisors
Florida
$1.76M -$13.1K -82 -0.7%
MAM
1661
Mastrapasqua Asset Management
Tennessee
$1.76M +$73.4K +458 +4%
AAM
1662
Ascension Asset Management
New York
$1.75M +$1.78M +11,125 New
ECA
1663
Elevated Capital Advisors
Utah
$1.75M +$71.2K +444 +4%
NB
1664
Nicolet Bankshares
Wisconsin
$1.75M +$43.9K +274 +2%
HA
1665
Harfst & Associates
Wyoming
$1.74M -$72.9K -455 -4%
PTP
1666
Platform Technology Partners
New York
$1.74M +$20.7K +129 +1%
LFA
1667
Legacy Financial Advisors
Kentucky
$1.74M -$110K -685 -6%
CB
1668
Centennial Bank
Arkansas
$1.74M -$423K -2,641 -19%
NB
1669
Northwest Bancshares
Pennsylvania
$1.74M +$2.56K +16 +0.1%
BFG
1670
Beacon Financial Group
Texas
$1.74M +$25.2K +157 +1%
WFS
1671
Widmann Financial Services
Maryland
$1.73M +$62.7K +391 +4%
AGP
1672
Autumn Glory Partners
Texas
$1.73M +$426K +2,656 +32%
VT
1673
Vise Technologies
New York
$1.73M -$55.3K -345 -3%
SFG
1674
SevenBridge Financial Group
Pennsylvania
$1.73M +$12.8K +80 +0.7%
NRG
1675
Nemes Rush Group
Michigan
$1.73M +$1.76M +10,999 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.