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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
TA
1751
Townsend & Associates
Colorado
$1.55M -$64.4K -402 -4%
WA
1752
WBH Advisory
Maryland
$1.55M -$71.8K -448 -4%
AA
1753
Advisory Alpha
Michigan
$1.55M +$139K +864 +10%
DAM
1754
Doheny Asset Management
California
$1.54M -$8.02K -50 -0.5%
KLCM
1755
KG&L Capital Management
Louisiana
$1.54M +$6.73K +42 +0.4%
IP
1756
Ignite Planners
California
$1.54M -$13.6K -85 -0.8%
PMA
1757
Prudent Man Advisors
Illinois
$1.54M -$25.7K -160 -2%
LB
1758
Legacy Bridge
Iowa
$1.54M +$44.9K +280 +3%
TIA
1759
Traphagen Investment Advisors
New Jersey
$1.54M +$709K +4,422 +83%
CCM
1760
Canal Capital Management
Virginia
$1.54M +$241K +1,504 +18%
PPC
1761
Park Place Capital
Alabama
$1.53M +$199K +1,241 +15%
TF
1762
Tompkins Financial
New York
$1.53M
WSC
1763
Wellington Shields & Co
New York
$1.53M -$462K -2,883 -23%
VCM
1764
Virtue Capital Management
Tennessee
$1.52M +$31.1K +194 +2%
NP
1765
Nilsine Partners
Colorado
$1.52M +$24.7K +154 +2%
EWA
1766
Etesian Wealth Advisors
Oregon
$1.52M -$41.4K -258 -3%
FRA
1767
Front Row Advisors
California
$1.51M -$48.1K -300 -3%
TW
1768
TrinityPoint Wealth
Connecticut
$1.51M +$176K +1,095 +13%
BTWM
1769
Baker Tilly Wealth Management
Wisconsin
$1.51M -$73.6K -459 -5%
APWA
1770
Atlas Private Wealth Advisors
New Jersey
$1.5M +$822K +5,128 +116%
MFG
1771
Menard Financial Group
Texas
$1.5M -$68.6K -428 -4%
AFG
1772
AFS Financial Group
Maryland
$1.5M +$5.13K +32 +0.3%
SWM
1773
Silverlake Wealth Management
Vermont
$1.5M -$24.5K -153 -2%
PWC
1774
PYA Waltman Capital
Tennessee
$1.49M +$748K +4,667 +105%
CC
1775
Chicago Capital
Illinois
$1.49M -$37.4K -233 -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.