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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
CWM
1851
Curi Wealth Management
North Carolina
$1.32M +$23.1K +144 +2%
FAG
1852
Fortitude Advisory Group
Washington
$1.32M -$30.1K -188 -2%
DS
1853
DRW Securities
Illinois
$1.32M -$3.74M -23,326 -74%
NERM
1854
New England Research & Management
Illinois
$1.32M +$156K +975 +13%
CG
1855
CFO4Life Group
Texas
$1.32M +$138K +860 +11%
AA
1856
Argent Advisors
Louisiana
$1.32M -$282K -1,760 -17%
SFP
1857
Sandbox Financial Partners
Maryland
$1.32M +$29.8K +186 +2%
OHWP
1858
Oak Harbor Wealth Partners
North Carolina
$1.32M -$3.53K -22 -0.3%
WAM
1859
Walker Asset Management
Missouri
$1.32M -$3.21K -20 -0.2%
CCA
1860
Cadent Capital Advisors
Oklahoma
$1.32M +$31.6K +197 +2%
KIG
1861
Kowal Investment Group
Wisconsin
$1.31M -$169K -1,055 -11%
SAM
1862
S.A. Mason
Michigan
$1.31M
VBCG
1863
Valley Brook Capital Group
Pennsylvania
$1.31M
BWA
1864
Beam Wealth Advisors
Louisiana
$1.31M +$108K +673 +9%
PCMK
1865
Paragon Capital Management (Kansas)
Kansas
$1.31M -$18.9K -118 -1%
CG
1866
Castellan Group
Kentucky
$1.31M +$99.1K +618 +8%
TL
1867
Tradewinds LLC
North Carolina
$1.31M +$23.4K +146 +2%
WP
1868
WMS Partners
Maryland
$1.3M -$18.9K -118 -1%
CNC
1869
Citizens & Northern Corp
Pennsylvania
$1.3M -$25.2K -157 -2%
BFC
1870
Bedel Financial Consulting
Indiana
$1.3M +$11.7K +73 +0.9%
CA
1871
Calton & Associates
Florida
$1.3M -$55.2K -344 -4%
AFG
1872
ABLE Financial Group
Arizona
$1.3M +$100K +625 +8%
VIG
1873
Vienna Insurance Group
Poland
$1.3M +$653K +4,071 +97%
EFSCE
1874
Enterprise Financial Services Corp (EFSC)
Missouri
$1.29M -$651K -4,058 -33%
JGCM
1875
Joseph Group Capital Management
Ohio
$1.29M +$118K +733 +10%

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.