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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
VBFG
2076
Vishria Bird Financial Group
Tennessee
$950K
AIS
2077
AM Investment Strategies
Tennessee
$950K +$114K +708 +13%
SFSG
2078
Sound Financial Strategies Group
Mississippi
$950K +$968K +6,035 New
RIM
2079
RW Investment Management
Idaho
$949K -$53.4K -333 -5%
FWTB
2080
First Western Trust Bank
Colorado
$949K -$301K -1,877 -24%
NAS
2081
Nicolet Advisory Services
Wisconsin
$948K -$63.3K -395 -6%
WCG
2082
Weaver Consulting Group
California
$946K +$5.45K +34 +0.6%
DC
2083
Defender Capital
North Carolina
$944K -$160K -995 -14%
EIM
2084
Essex Investment Management
Massachusetts
$942K
SGCA
2085
Steel Grove Capital Advisors
Tennessee
$942K +$387K +2,413 +67%
FNBOSM
2086
First National Bank of South Miami
Florida
$941K -$63.3K -395 -6%
LWMM
2087
Legacy Wealth Management (Mississippi)
Mississippi
$940K -$3.21K -20 -0.3%
SWM
2088
Salvus Wealth Management
New Jersey
$934K +$60.4K +377 +7%
WCA
2089
Westover Capital Advisors
Delaware
$933K -$26K -162 -3%
SRAM
2090
Spouting Rock Asset Management
Pennsylvania
$931K
MPIA
2091
Mountain Pacific Investment Advisers
Idaho
$930K -$53.7K -335 -5%
AF
2092
Apexium Financial
Texas
$929K +$86.4K +539 +10%
AWA
2093
Amplius Wealth Advisors
Pennsylvania
$929K +$51.1K +319 +6%
SA
2094
SAM Advisors
California
$928K +$962 +6 +0.1%
MIM
2095
Morningstar Investment Management
Illinois
$922K +$155K +964 +20%
6F
2096
626 Financial
Michigan
$921K +$1.92K +12 +0.2%
CCM
2097
Chickasaw Capital Management
Tennessee
$918K
CICI
2098
Capital Investment Counsel Inc
North Carolina
$917K +$12.5K +78 +1%
BIM
2099
Bridgecreek Investment Management
Oklahoma
$917K
SPA
2100
Shore Point Advisors
New Jersey
$916K

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.