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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
FCT
1926
First Community Trust
Iowa
$1.17M +$160 +1 +0%
CCA
1927
Conservest Capital Advisors
Pennsylvania
$1.17M +$4.81K +30 +0.4%
AAIS
1928
ABN AMRO Investment Solutions
$1.17M -$88.3K -551 -7%
AG
1929
AIA Group
Hong Kong
$1.17M +$195K +1,218 +20%
WTA
1930
Washington Trust Advisors
Massachusetts
$1.16M -$64.1K -400 -5%
CCA
1931
Catalyst Capital Advisors
New York
$1.16M +$56.1K +350 +5%
ASBI
1932
American State Bank (Iowa)
Iowa
$1.16M -$79K -493 -6%
FPB
1933
First PREMIER Bank
South Dakota
$1.16M +$5.61K +35 +0.5%
VC
1934
Vicus Capital
Pennsylvania
$1.16M +$11.9K +74 +1%
QPBE
1935
Quintet Private Bank (Europe)
Luxembourg
$1.16M -$117K -730 -9%
EW
1936
Element Wealth
Mississippi
$1.15M -$8.5K -53 -0.7%
CP
1937
Covenant Partners
Tennessee
$1.15M +$122K +758 +12%
PG
1938
Prostatis Group
Maryland
$1.15M +$151M +941,727 +12,176%
JIP
1939
Jaffetilchin Investment Partners
Florida
$1.15M -$71.8K -448 -6%
PFA
1940
Pure Financial Advisors
California
$1.15M +$132K +821 +13%
MIM
1941
Merrion Investment Management
New Jersey
$1.15M
OFA
1942
Oak Family Advisors
Illinois
$1.14M +$182K +1,136 +19%
FIB
1943
First Interstate Bank
Montana
$1.14M -$177K -1,105 -13%
IAMOG
1944
Investors Asset Management of Georgia
Georgia
$1.14M -$16K -100 -1%
WHC
1945
Wulff, Hansen & Co
California
$1.14M -$102K -635 -8%
MRCM
1946
M&R Capital Management
New Jersey
$1.13M -$18.8K -117 -2%
WDA
1947
Wendell David Associates
New Hampshire
$1.13M
WCM
1948
Windsor Capital Management
Arizona
$1.13M +$2.56K +16 +0.2%
CAM
1949
CenterStar Asset Management
Illinois
$1.13M +$1.15M +7,170 New
AIC
1950
Argus Investors Counsel
New York
$1.13M +$9.62K +60 +0.8%

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.