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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
WHG
151
Westwood Holdings Group
Texas
$111M -$1.75M -10,898 -2%
Teacher Retirement System of Texas
152
Teacher Retirement System of Texas
Texas
$108M -$12.6M -78,721 -10%
BIP
153
Brandes Investment Partners
California
$108M +$3.12M +19,467 +3%
Calamos Advisors
154
Calamos Advisors
Illinois
$106M -$6.41M -39,969 -6%
William Blair & Company
155
William Blair & Company
Illinois
$105M +$4.09M +25,497 +4%
LFG
156
Lazard Frères Gestion
France
$104M +$941K +5,871 +0.9%
OAC
157
OMERS Administration Corp
Ontario, Canada
$104M
PAMS
158
Pictet Asset Management (Switzerland)
Switzerland
$102M -$10.8M -67,527 -9%
JIC
159
Johnson Investment Counsel
Ohio
$100M +$3.87M +24,115 +4%
CI
160
Cincinnati Insurance
Ohio
$100M
HA
161
Homestead Advisers
Virginia
$98.6M +$513K +3,200 +0.5%
CIBC Asset Management
162
CIBC Asset Management
Ontario, Canada
$94.2M +$9.57M +59,694 +11%
Federated Hermes
163
Federated Hermes
Pennsylvania
$94.2M +$46.9M +292,800 +96%
Empower Advisory Group
164
Empower Advisory Group
Colorado
$89M +$1.49M +9,308 +2%
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$88.8M +$1.73M +10,810 +2%
ZIG
166
Zurich Insurance Group
Switzerland
$88.7M +$50M +311,598 +124%
UCFA
167
United Capital Financial Advisors
Texas
$88.2M -$2.82M -17,569 -3%
HNB
168
Huntington National Bank
Ohio
$87.7M -$3.08M -19,236 -3%
AAMU
169
AEGON Asset Management (UK)
United Kingdom
$85.8M -$62K -387 -0.1%
ANRF
170
Adams Natural Resources Fund
Maryland
$84.7M
Jane Street
171
Jane Street
New York
$84.6M +$69.4M +433,133 +414%
FWCM
172
Ferguson Wellman Capital Management
Oregon
$84.6M +$543K +3,387 +0.6%
EHC
173
Everett Harris & Co
California
$84.2M +$592K +3,690 +0.7%
Swedbank
174
Swedbank
Sweden
$84M +$515K +3,211 +0.6%
ORIO
175
Old Republic International (ORI)
Illinois
$83.9M -$160K -1,000 -0.2%

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.