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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
BWCS
2101
Beirne Wealth Consulting Services
Connecticut
$913K
CHP
2102
Cable Hill Partners
Oregon
$913K -$7.54K -47 -0.8%
ERWM
2103
Elk River Wealth Management
Colorado
$911K -$68.9K -430 -7%
TA
2104
Tectonic Advisors
Texas
$910K -$4.33K -27 -0.5%
PA
2105
Prossimo Advisors
California
$909K +$926K +5,779 New
RFA
2106
Register Financial Advisors
Georgia
$909K +$153K +957 +20%
NFA
2107
Northern Financial Advisors
Michigan
$908K +$3.05K +19 +0.3%
III
2108
Independent Investors Inc
New York
$908K
SWA
2109
SOA Wealth Advisors
New York
$905K +$5.93K +37 +0.6%
PMG
2110
Private Management Group
California
$905K +$81K +505 +10%
FFS
2111
Founders Financial Securities
Maryland
$902K -$131K -820 -13%
OCG
2112
Opus Capital Group
Ohio
$902K
CWA
2113
Centennial Wealth Advisory
Michigan
$901K -$309K -1,929 -25%
CA
2114
Carson Advisory
Georgia
$900K -$1.44K -9 -0.2%
BAG
2115
Bridgewealth Advisory Group
California
$898K +$15.2K +95 +2%
SXL
2116
Summit X LLC
Missouri
$897K +$169K +1,052 +23%
GWM
2117
Gray Wealth Management
Maine
$896K +$26K +162 +3%
SIC
2118
Samalin Investment Counsel
New York
$893K +$240K +1,500 +36%
FPGK
2119
Financial Partners Group (Kansas)
Kansas
$892K +$93.9K +586 +12%
FG
2120
Foster Group
Iowa
$891K +$86.1K +537 +10%
CF
2121
Copperwynd Financial
Arizona
$888K -$1.49M -9,316 -62%
LGA
2122
Lebenthal Global Advisors
New York
$887K +$291K +1,813 +47%
ARMT
2123
Amica Retiree Medical Trust
Rhode Island
$887K
CNBT
2124
Cornerstone National Bank & Trust
Illinois
$887K -$98.9K -617 -10%
FBFS
2125
First Business Financial Services
Wisconsin
$886K -$30.1K -188 -3%

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.