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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
RFG
1876
RFP Financial Group
Georgia
$1.29M +$1.13M +7,059 +612%
MC
1877
Maverick Capital
Texas
$1.29M +$1.31M +8,193 New
MW
1878
MBL Wealth
North Carolina
$1.29M +$51.1K +319 +4%
PCP
1879
Proficio Capital Partners
Massachusetts
$1.29M -$133K -827 -9%
SJIM
1880
St. Johns Investment Management
Florida
$1.28M +$72.8K +454 +6%
1WM
1881
1900 Wealth Management
Texas
$1.28M -$24.7K -154 -2%
CFP
1882
Catalyst Financial Partners
Massachusetts
$1.27M +$174K +1,087 +16%
MTC
1883
Matrix Trust Company
Colorado
$1.27M +$71.2K +444 +6%
IP
1884
Investment Partners
Ohio
$1.26M -$89.6K -559 -7%
QCM
1885
Qsemble Capital Management
New York
$1.26M -$321K -2,000 -20%
AR
1886
Apeiron RIA
Texas
$1.25M +$9.3K +58 +0.7%
CPA
1887
Court Place Advisors
Maryland
$1.25M -$32.1K -200 -2%
ITIM
1888
Indiana Trust & Investment Management
Indiana
$1.25M -$12.8K -80 -1%
BA
1889
Ballast Advisors
Minnesota
$1.24M -$83K -518 -6%
USB
1890
Union Savings Bank
Connecticut
$1.24M +$1.22M +7,594 New
FCFC
1891
First Commonwealth Financial Corp
Pennsylvania
$1.24M -$66.7K -416 -5%
1IA
1892
1620 Investment Advisors
Massachusetts
$1.24M -$3.37K -21 -0.3%
BSG
1893
Black Swift Group
Colorado
$1.24M -$6.73M -42,000 -84%
OHWA
1894
Oak Hill Wealth Advisors
Virginia
$1.24M -$220K -1,373 -15%
WP
1895
Westmount Partners
California
$1.23M +$32.4K +202 +3%
EWM
1896
Endurance Wealth Management
Rhode Island
$1.23M -$10.1K -63 -0.8%
REMPR
1897
Roof Eidam Maycock Peralta (REMP)
California
$1.23M
MSWM
1898
McGlone Suttner Wealth Management
Wisconsin
$1.23M +$28.9K +180 +2%
FBT
1899
First Bank & Trust
South Dakota
$1.23M +$24K +150 +2%
KFI
1900
Key Financial Inc
Pennsylvania
$1.23M +$30.3K +189 +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.