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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
W
2201
WorthPointe
California
$794K -$123K -767 -13%
WI
2202
Wedgewood Investors
Pennsylvania
$794K
AWA
2203
Aletheian Wealth Advisors
Washington
$792K +$605K +3,773 +300%
SIA
2204
SkyView Investment Advisors
New Jersey
$789K +$7.21K +45 +0.9%
RPWA
2205
Regent Peak Wealth Advisors
Georgia
$789K +$1.44K +9 +0.2%
ACM
2206
Alta Capital Management
Utah
$788K +$3.05K +19 +0.4%
LFM
2207
Lumina Fund Management
New York
$787K
AAI
2208
American Assets Inc
California
$787K
LFG
2209
Larson Financial Group
Missouri
$786K -$106K -664 -12%
AW
2210
Avion Wealth
Texas
$784K +$4.81K +30 +0.6%
CA
2211
Claar Advisors
New York
$779K +$24K +150 +3%
OFG
2212
Oxford Financial Group
Indiana
$778K +$154K +963 +24%
SC
2213
Steph & Co
Wisconsin
$778K +$321 +2 +0%
MAG
2214
MRA Advisory Group
New Jersey
$778K +$18.6K +116 +2%
LAM
2215
L2 Asset Management
Massachusetts
$777K +$43.3K +270 +6%
TNAM
2216
Terra Nova Asset Management
New York
$776K -$475K -2,962 -38%
LWP
2217
Lumature Wealth Partners
Georgia
$775K +$18.9K +118 +2%
PPG
2218
Peak Planning Group
Colorado
$774K -$641 -4 -0.1%
FNA
2219
First National Advisers
Nebraska
$772K +$195K +1,218 +33%
OF
2220
Outfitter Financial
Maine
$771K
JSC
2221
Jackson Square Capital
California
$766K +$780K +4,865 New
MWM
2222
Moulton Wealth Management
Washington
$763K
MCM
2223
Mendel Capital Management
Arkansas
$762K +$11.9K +74 +2%
HEIP
2224
Hudson Edge Investment Partners
New Jersey
$760K -$8.02K -50 -1%
T
2225
TRUADVICE
Florida
$760K +$16K +100 +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.