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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
HCM
2126
Highview Capital Management
Illinois
$886K -$154K -960 -15%
LIA
2127
LBMC Investment Advisors
Tennessee
$885K
EIA
2128
Edgemoor Investment Advisors
Maryland
$883K
AIM
2129
Achmea Investment Management
Netherlands
$882K +$237K +1,477 +36%
OTL
2130
Oak Thistle LLC
New York
$881K +$897K +5,596 New
SWMP
2131
Signature Wealth Management Partners
New Jersey
$880K
BW
2132
BIP Wealth
Georgia
$878K -$189K -1,178 -17%
RIG
2133
Renaissance Investment Group
Massachusetts
$877K -$95.6K -596 -10%
LC
2134
Lavaca Capital
Texas
$877K -$505K -3,150 -36%
NCM
2135
NCM Capital Management
New Jersey
$877K +$481 +3 +0.1%
IA
2136
IAM Advisory
Pennsylvania
$876K +$32.9K +205 +4%
BCM
2137
Blume Capital Management
California
$876K +$39.9K +249 +5%
PGF
2138
Plan Group Financial
Oklahoma
$876K +$886K +5,525 New
CAM
2139
Cozad Asset Management
Illinois
$874K -$41.7K -260 -4%
TWP
2140
Tempus Wealth Planning
California
$874K -$37.7K -235 -4%
OPTFSNA
2141
Old Point Trust & Financial Services N A
Virginia
$874K -$108K -675 -11%
Kovitz Investment Group Partners
2142
Kovitz Investment Group Partners
Illinois
$871K -$257K -1,604 -22%
F4L
2143
Fortune 45 LLC
Louisiana
$868K +$6.57K +41 +0.8%
WAL
2144
W Advisors LLC
Tennessee
$868K
IA
2145
Inspire Advisors
Idaho
$867K +$23.7K +148 +3%
HJGA
2146
Hardman Johnston Global Advisors
Connecticut
$865K
AA
2147
Auxano Advisors
Washington
$865K
OLVIG
2148
Oliver Lagore Vanvalin Investment Group
Michigan
$865K +$295K +1,843 +50%
NLP
2149
Next Level Private
New York
$863K +$892K +5,561 New
KFG
2150
Kingdom Financial Group
Arizona
$860K +$876K +5,462 New

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.