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
CFP
2026
Curran Financial Partners
South Carolina
$1.02M +$37.2K +232 +4%
V
2027
ViaWealth
Kansas
$1.02M -$19.2K -120 -2%
CIA
2028
Cascade Investment Advisors
Oregon
$1.01M +$16K +100 +2%
I
2029
InceptionR
California
$1.01M +$7.38K +46 +0.7%
LMKC
2030
L.M. Kohn & Company
Ohio
$1.01M +$469K +2,923 +83%
VIM
2031
Vista Investment Management
Pennsylvania
$1.01M +$66.1K +412 +7%
AIA
2032
Alera Investment Advisors
Illinois
$1.01M +$210K +1,312 +26%
IIC
2033
Integrated Investment Consultants
Michigan
$1.01M +$5.77K +36 +0.6%
EGM
2034
Engineers Gate Manager
New York
$1.01M -$3.2M -19,979 -76%
SMA
2035
Sage Mountain Advisors
Georgia
$1.01M +$14.3K +89 +1%
EWM
2036
Edge Wealth Management
New York
$1M +$39.6K +247 +4%
VFA
2037
Voya Financial Advisors
Connecticut
$1,000K +$362K +2,260 +55%
CWA
2038
Consilium Wealth Advisory
Texas
$1,000K -$99.6K -621 -9%
EW
2039
Evoke Wealth
California
$999K +$64.3K +401 +7%
MAG
2040
Mayfair Advisory Group
Alabama
$999K +$23.9K +149 +2%
MCA
2041
MSH Capital Advisors
Arizona
$998K +$613K +3,821 +152%
BC
2042
Barrett & Company
Rhode Island
$997K +$24K +150 +2%
BBNB
2043
Baker Boyer National Bank
Washington
$997K +$110K +686 +12%
HBT
2044
Heartland Bank & Trust
Illinois
$996K -$63K -393 -6%
MCM
2045
Manchester Capital Management
Vermont
$995K -$3.85K -24 -0.4%
DDC
2046
DF Dent & Co
Maryland
$995K +$210K +1,310 +26%
GWSG
2047
GPS Wealth Strategies Group
Colorado
$994K -$13.6K -85 -1%
MCA
2048
Millennium Capital Advisors
Arkansas
$993K +$6.25K +39 +0.6%
DF
2049
Donoghue Forlines
Massachusetts
$992K -$335K -2,087 -25%
TAS
2050
TIFF Advisory Services
Pennsylvania
$990K

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.