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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
FWIA
176
Fort Washington Investment Advisors
Ohio
$83.7M +$278K +1,731 +0.3%
AIG
177
American International Group
New York
$83.6M +$1.08M +6,713 +1%
Rafferty Asset Management
178
Rafferty Asset Management
New York
$82.8M -$2.89M -18,048 -3%
CFB
179
Cullen/Frost Bankers
Texas
$82M -$433K -2,702 -0.5%
WorldQuant Millennium Advisors
180
WorldQuant Millennium Advisors
New York
$81.1M +$3.89M +24,276 +5%
ASRS
181
Arizona State Retirement System
Arizona
$81M +$2.07M +12,929 +3%
Aberdeen Group
182
Aberdeen Group
United Kingdom
$80.9M -$8.16M -50,914 -9%
Nisa Investment Advisors
183
Nisa Investment Advisors
Missouri
$80.6M -$1.34M -8,388 -2%
Creative Planning
184
Creative Planning
Kansas
$79.1M -$1.9M -11,858 -2%
SMDAM
185
Sumitomo Mitsui DS Asset Management
Japan
$79M +$5.47M +34,141 +7%
GIA
186
Gateway Investment Advisers
Ohio
$78.8M -$565K -3,526 -0.7%
Bank of Nova Scotia
187
Bank of Nova Scotia
Ontario, Canada
$77.3M +$5.57M +34,716 +8%
GC
188
Guggenheim Capital
Illinois
$77.2M -$3.23M -20,125 -4%
Voloridge Investment Management
189
Voloridge Investment Management
Florida
$77M +$59.8M +373,011 +320%
OAM
190
Oppenheimer Asset Management
New York
$76.4M -$2.53M -15,754 -3%
SOMRS
191
State of Michigan Retirement System
Michigan
$75.4M -$1.49M -9,300 -2%
FMI
192
Factory Mutual Insurance
Massachusetts
$74.8M
Allspring Global Investments
193
Allspring Global Investments
North Carolina
$74.2M -$4.95M -30,876 -6%
CAI
194
Capital Advisors Inc
Oklahoma
$73.9M +$1.05M +6,555 +1%
State of Tennessee, Department of Treasury
195
State of Tennessee, Department of Treasury
Tennessee
$73.5M +$9.8M +61,106 +15%
KBC Group
196
KBC Group
Belgium
$73.1M -$5.67M -35,342 -7%
PAM
197
Panagora Asset Management
Massachusetts
$72.5M -$36.6M -228,407 -33%
MML Investors Services
198
MML Investors Services
Massachusetts
$71.9M +$11.2M +70,120 +18%
KCM
199
Kornitzer Capital Management
Kansas
$70.9M -$243K -1,518 -0.3%
AB
200
Amalgamated Bank
New York
$70.5M -$14.8M -92,505 -17%

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.