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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
MIM
1726
Miller Investment Management
Pennsylvania
$1.61M
HNWAG
1727
High Net Worth Advisory Group
Florida
$1.61M +$103K +643 +7%
CCP
1728
Clough Capital Partners
Massachusetts
$1.6M
BW
1729
Bison Wealth
Georgia
$1.6M +$694K +4,327 +74%
DA
1730
Dover Advisors
Virginia
$1.6M -$75.2K -469 -4%
EA
1731
Eudaimonia Advisors
Tennessee
$1.6M -$53.1K -331 -3%
BCM
1732
Bourgeon Capital Management
Connecticut
$1.6M +$31.9K +199 +2%
MS
1733
Maven Securities
Jersey
$1.6M +$777K +4,845 +92%
DBIA
1734
Dumont & Blake Investment Advisors
New Jersey
$1.59M -$36.6K -228 -2%
CCM
1735
Cox Capital Management
Massachusetts
$1.59M +$36.6K +228 +2%
BFA
1736
Beaumont Financial Advisors
Massachusetts
$1.59M +$44.9K +280 +3%
RCM
1737
Raleigh Capital Management
North Carolina
$1.59M +$393K +2,453 +32%
HPG
1738
Harvest Portfolios Group
Ontario, Canada
$1.59M +$62.4K +389 +4%
TA
1739
TCM Advisors
West Virginia
$1.59M
KA
1740
Kozak & Associates
Colorado
$1.59M +$321 +2 +0%
FFWA
1741
FRG Family Wealth Advisors
Washington
$1.58M +$28.4K +177 +2%
BG
1742
Benedetti & Gucer
Georgia
$1.58M +$965K +6,017 +149%
EI
1743
Ethic Inc
New York
$1.58M -$107K -665 -6%
SIA
1744
SeaBridge Investment Advisors
New Jersey
$1.58M +$556K +3,465 +53%
PFBT
1745
Parkside Financial Bank & Trust
Missouri
$1.58M +$170K +1,062 +12%
WWM
1746
WT Wealth Management
Arizona
$1.57M +$1.6M +10,003 New
BOC
1747
Barbara Oil Co
Illinois
$1.57M
AFP
1748
Ausdal Financial Partners
Iowa
$1.57M -$6.25K -39 -0.4%
LWM
1749
Lodestone Wealth Management
Washington
$1.57M -$263M -1,641,320 -99%
CAM
1750
Covenant Asset Management
New Jersey
$1.56M +$54.7K +341 +4%

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.