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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
RSC
1826
Red Spruce Capital
Pennsylvania
$1.38M +$18.1K +113 +1%
JE
1827
JMAC Enterprises
Pennsylvania
$1.38M +$374K +2,331 +36%
PJSIMP
1828
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.38M +$10.6K +66 +0.8%
ACP
1829
Aveo Capital Partners
Colorado
$1.38M +$85.9K +536 +7%
HCM
1830
Hodges Capital Management
Texas
$1.38M +$26.6K +166 +2%
SC
1831
Searle & Co
Connecticut
$1.37M -$321 -2 -0%
LAM
1832
LifePro Asset Management
California
$1.37M -$97.5K -608 -7%
CWS
1833
Cypress Wealth Services
California
$1.37M +$38.2K +238 +3%
HCP
1834
Hexagon Capital Partners
Arkansas
$1.37M +$112K +697 +9%
CAM
1835
Chesapeake Asset Management
New York
$1.36M +$44.6K +278 +3%
BIA
1836
Benchmark Investment Advisors
Illinois
$1.36M -$70.5K -440 -5%
RPCONE
1837
Retirement Planning Company of New England
Rhode Island
$1.36M +$31.3K +195 +2%
GCA
1838
Gradient Capital Advisors
California
$1.36M -$50.8K -317 -4%
TCCM
1839
Timber Creek Capital Management
Massachusetts
$1.35M +$962 +6 +0.1%
SFS
1840
Solitude Financial Services
Virginia
$1.35M +$79K +493 +6%
SWP
1841
Strategic Wealth Partners
Ohio
$1.35M +$242K +1,510 +21%
WPW
1842
Warther Private Wealth
Ohio
$1.34M -$29.2K -182 -2%
TWM
1843
Thrive Wealth Management
Pennsylvania
$1.34M -$76.2K -475 -5%
LWM
1844
Ledge Wealth Management
Minnesota
$1.33M -$66.1K -412 -5%
KPF
1845
K2 Principal Fund
Ontario, Canada
$1.33M +$1.36M +8,482 New
JWM
1846
JGP Wealth Management
Oregon
$1.33M -$26.9K -168 -2%
MA
1847
MCF Advisors
Kentucky
$1.33M +$146K +911 +12%
ANB
1848
Amarillo National Bank
Texas
$1.33M -$4.01K -25 -0.3%
MA
1849
MONECO Advisors
Connecticut
$1.33M +$89.5K +558 +7%
PCM
1850
Palisade Capital Management
New Jersey
$1.32M +$16K +100 +1%

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.