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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
Fiera Capital (Canada)
1776
Fiera Capital (Canada)
Quebec, Canada
$1.49M
P
1777
&Partners
Tennessee
$1.49M +$35.6K +222 +2%
RWP
1778
RWA Wealth Partners
Massachusetts
$1.48M -$71.8K -448 -5%
HSWM
1779
Hubbell Strickland Wealth Management
Louisiana
$1.48M -$22.6K -141 -1%
FTC
1780
Farmers Trust Company
Ohio
$1.48M -$52.4K -327 -3%
FSCM
1781
Front Street Capital Management
Montana
$1.48M +$2.25K +14 +0.1%
TWM
1782
Tradition Wealth Management
Minnesota
$1.48M -$8.82K -55 -0.6%
SAM
1783
Seelaus Asset Management
New Jersey
$1.47M -$251K -1,563 -14%
HWA
1784
Heritage Wealth Advisors
Virginia
$1.47M -$10.4K -65 -0.7%
SP
1785
Saranac Partners
$1.47M +$82.6K +515 +6%
MTC
1786
McDaniel Terry & Co
Texas
$1.47M +$59.5K +371 +4%
EL
1787
EMFO LLC
Florida
$1.46M
BS
1788
Bessemer Securities
New York
$1.46M -$192K -1,200 -11%
MCM
1789
McKinley Capital Management
Alaska
$1.46M -$14.1K -88 -0.9%
EWM
1790
EPG Wealth Management
Georgia
$1.46M +$80.8K +504 +6%
CCA
1791
Cravens & Co Advisors
Tennessee
$1.46M +$34.6K +216 +2%
PL
1792
Plancorp LLC
Missouri
$1.46M +$14.6K +91 +1%
BFC
1793
Blue Fin Capital
Rhode Island
$1.46M +$20.7K +129 +1%
DAC
1794
Dividend Assets Capital
South Carolina
$1.46M +$185K +1,153 +14%
AFS
1795
Access Financial Services
Minnesota
$1.46M +$52.7K +329 +4%
TFA
1796
Transamerica Financial Advisors
Florida
$1.45M +$82.7K +516 +6%
HIP
1797
Harrell Investment Partners
Texas
$1.45M +$2.4K +15 +0.2%
WI
1798
Wintrust Investments
Illinois
$1.45M -$15.1K -94 -1%
MPPLM
1799
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.45M +$278K +1,732 +23%
GC
1800
Gilbert & Cook
Iowa
$1.45M +$261K +1,625 +21%

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.