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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
WPC
1676
Wedmont Private Capital
Pennsylvania
$1.73M +$63K +393 +4%
KF
1677
Krilogy Financial
Missouri
$1.73M -$4.81K -30 -0.3%
CCFM
1678
Clear Creek Financial Management
Washington
$1.73M +$58.8K +367 +3%
FWM
1679
Forza Wealth Management
Florida
$1.72M -$20.2K -126 -1%
4WM
1680
44 Wealth Management
Oregon
$1.72M -$157K -981 -8%
AWG
1681
Altus Wealth Group
Colorado
$1.72M +$4.01K +25 +0.2%
FWM
1682
Fairhaven Wealth Management
Illinois
$1.71M +$1.75M +10,899 New
LSA
1683
Lion Street Advisors
Texas
$1.71M +$285K +1,778 +13%
GEA
1684
Glen Eagle Advisors
New Jersey
$1.71M +$334K +2,082 +24%
PI
1685
PFG Investments
New York
$1.71M +$17.5K +109 +1%
OSNBOA
1686
Old Second National Bank of Aurora
Illinois
$1.7M -$27.6K -172 -2%
KFGK
1687
Keystone Financial Group (Kentucky)
Kentucky
$1.7M +$1.73M +10,789 New
BCIM
1688
Bishop & Co Investment Management
Pennsylvania
$1.7M +$42.5M +265,375 +15,638%
NCM
1689
Northside Capital Management
Oregon
$1.7M +$802 +5 +0%
RAM
1690
Roanoke Asset Management
New Jersey
$1.69M
AWM
1691
Aries Wealth Management
Maine
$1.69M -$17.6K -110 -1%
NIM
1692
Nexus Investment Management
Ontario, Canada
$1.68M -$425K -2,650 -20%
AIC
1693
Archer Investment Corporation
Indiana
$1.68M -$152K -948 -8%
OAM
1694
Ostrum Asset Management
France
$1.68M +$3.37K +21 +0.2%
GCC
1695
Guardian Capital (Canada)
Ontario, Canada
$1.68M +$179K +1,118 +12%
CAMG
1696
CWA Asset Management Group
Florida
$1.67M +$27.3K +170 +2%
GPA
1697
Garrison Point Advisors
California
$1.67M +$641 +4 +0%
AA
1698
Apriem Advisors
California
$1.66M +$79K +493 +5%
TCPWM
1699
Traverso Chambers Private Wealth Management
California
$1.66M -$5.29K -33 -0.3%
SC
1700
Sawyer & Company
Massachusetts
$1.66M +$33K +206 +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.