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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
MJRIC
1901
Mogy Joel R Investment Counsel
California
$1.23M -$16K -100 -1%
GLR
1902
Great Lakes Retirement
Ohio
$1.23M +$11.7K +73 +0.9%
SIAG
1903
Safeguard Investment Advisory Group
California
$1.22M +$179K +1,119 +17%
LB
1904
Leo Brokerage
Texas
$1.22M -$148K -925 -11%
DWM
1905
Drive Wealth Management
Utah
$1.22M -$178K -1,108 -13%
CWMGP
1906
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.22M -$144K -899 -10%
LCM
1907
LCM Capital Management
Illinois
$1.22M +$21K +131 +2%
ACA
1908
Ackerman Capital Advisors
Texas
$1.21M -$11.5K -72 -0.9%
HCP
1909
Holt Capital Partners
Texas
$1.21M
AP
1910
Arlington Partners
Alabama
$1.21M +$176K +1,095 +17%
AC
1911
Apella Capital
Connecticut
$1.21M +$1.23M +7,687 New
FTWA
1912
Fifth Third Wealth Advisors
Ohio
$1.21M +$592K +3,694 +93%
FANJ
1913
Financial Architects (New Jersey)
New Jersey
$1.21M +$8.18K +51 +0.7%
Blackstone Inc
1914
Blackstone Inc
New York
$1.21M +$259K +1,615 +27%
BC
1915
Brookfield Corp
Ontario, Canada
$1.21M -$811K -5,061 -40%
MLA
1916
My Legacy Advisors
Oregon
$1.2M +$31.3K +195 +3%
VFPI
1917
Vantage Financial Partners (Illinois)
Illinois
$1.2M +$24K +150 +2%
JFGIW
1918
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.19M -$29K -181 -2%
STAS
1919
Strong Tower Advisory Services
Minnesota
$1.19M +$10.4K +65 +0.9%
SPWM
1920
Schrum Private Wealth Management
Florida
$1.19M +$802 +5 +0.1%
CBA
1921
Coastal Bridge Advisors
Connecticut
$1.18M +$3.69K +23 +0.3%
WEG
1922
World Equity Group
Illinois
$1.18M -$9.4M -58,635 -89%
CIC
1923
Chilton Investment Company
Connecticut
$1.18M -$467K -2,913 -28%
M1FG
1924
Mach-1 Financial Group
Arkansas
$1.18M -$2.23M -13,931 -65%
DA
1925
Doliver Advisors
Texas
$1.17M -$7.86K -49 -0.7%

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.