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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
SQA
2176
Simon Quick Advisors
New Jersey
$822K +$3.53K +22 +0.4%
JSL
2177
JT Stratford LLC
Georgia
$821K +$55.2K +344 +7%
KFC
2178
Klingenstein Fields & Co
New York
$820K +$2.25K +14 +0.3%
LCM
2179
Leisure Capital Management
California
$818K -$494K -3,080 -37%
SF
2180
Summit Financial
New Jersey
$817K +$150K +935 +22%
HBW
2181
Hazlett, Burt & Watson
West Virginia
$816K +$13.3K +83 +2%
CSI
2182
Cross Staff Investments
New York
$816K +$160 +1 +0%
SWIM
2183
Smallwood Wealth Investment Management
New Jersey
$815K
TWA
2184
Talisman Wealth Advisors
New Jersey
$815K +$3.37K +21 +0.4%
HWA
2185
Heartwood Wealth Advisors
Virginia
$814K +$37K +231 +5%
PA
2186
Perennial Advisors
New York
$813K -$160 -1 -0%
APG
2187
Abacus Planning Group
South Carolina
$812K +$13.9K +87 +2%
CRI
2188
Colonial River Investments
Virginia
$811K -$768K -4,793 -48%
PWM
2189
PBMares Wealth Management
Virginia
$808K -$5.61K -35 -0.7%
BT
2190
Brandywine Trust
Delaware
$807K
SEP
2191
Southland Equity Partners
Missouri
$804K +$194K +1,207 +31%
AC
2192
Avestar Capital
New York
$803K +$69.3K +432 +9%
PAG
2193
Powers Advisory Group
Illinois
$803K +$20K +125 +3%
EFG
2194
Ethos Financial Group
Pennsylvania
$801K
JDR
2195
Jay D. Rosenbaum
$801K +$97K +605 +13%
JGIA
2196
Jackson Grant Investment Advisers
Connecticut
$800K +$4.17K +26 +0.5%
EIG
2197
Ellenbecker Investment Group
Wisconsin
$797K +$22.3K +139 +3%
KWA
2198
Kingswood Wealth Advisors
California
$796K +$811K +5,061 New
KCPG
2199
Kavar Capital Partners Group
Kansas
$795K +$80.2K +500 +11%
GWAM
2200
Guardian Wealth Advisors (Minnesota)
Minnesota
$794K +$12K +75 +2%

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.