We are live on ! Find out more
CVX icon

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
Wolverine Trading
1951
Wolverine Trading
Illinois
$1.13M +$1.16M +7,209 New
PK
1952
Pflug Koory
Nebraska
$1.13M -$13K -81 -1%
DE
1953
Day & Ennis
Georgia
$1.12M -$3.21K -20 -0.3%
GFA
1954
Gallagher Fiduciary Advisors
Illinois
$1.12M +$29K +181 +3%
PI
1955
Parkside Investments
Illinois
$1.12M +$25.3K +158 +2%
DFS
1956
Dixon Fnancial Services
California
$1.12M +$204K +1,274 +22%
ACI
1957
Alpha Cubed Investments
California
$1.11M +$59.5K +371 +6%
MWA
1958
Meridian Wealth Advisors
Texas
$1.11M -$91.9K -573 -7%
OTPPB
1959
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.11M +$1.13M +7,066 New
APW
1960
Austin Private Wealth
Texas
$1.11M +$8.82K +55 +0.8%
WA
1961
Wambolt & Associates
Colorado
$1.11M +$122K +760 +12%
SRSA
1962
S.R. Schill & Associates
Washington
$1.11M +$321 +2 +0%
SL
1963
Sentry LLC
Tennessee
$1.11M
CCG
1964
Ceeto Capital Group
Florida
$1.1M +$54.8K +342 +5%
DLHL
1965
Donald L. Hagan LLC
Florida
$1.1M -$45.5K -284 -4%
VWA
1966
V Wealth Advisors
Kansas
$1.1M +$9.94K +62 +0.9%
BWP
1967
Balboa Wealth Partners
Arizona
$1.1M +$1.6K +10 +0.1%
FCB
1968
First County Bank
Connecticut
$1.1M -$55.2K -344 -5%
JWCA
1969
J.W. Coons Advisors
Ohio
$1.1M -$24K -150 -2%
GP
1970
Girard Partners
Pennsylvania
$1.1M +$65.1K +406 +6%
SLWA
1971
San Luis Wealth Advisors
California
$1.1M -$59.2K -369 -5%
EFM
1972
Eley Financial Management
Vermont
$1.1M -$19.6K -122 -2%
SOS
1973
Silver Oak Securities
Tennessee
$1.1M +$47.1K +294 +4%
UBG
1974
United Bank (Georgia)
Georgia
$1.1M -$104K -650 -9%
CIM
1975
CIM Investment Management
Pennsylvania
$1.09M +$2.73K +17 +0.2%

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.