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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
Adage Capital Partners
201
Adage Capital Partners
Massachusetts
$70.1M +$40.3M +251,300 +129%
DLA
202
Douglas Lane & Associates
New York
$69.7M -$972K -6,061 -1%
MIM
203
MetLife Investment Management
New Jersey
$69.6M -$3.25M -20,262 -4%
BNP Paribas Asset Management
204
BNP Paribas Asset Management
France
$69.5M +$4.61M +28,767 +7%
SBH
205
Segall Bryant & Hamill
Illinois
$69.2M +$526K +3,284 +0.8%
Mirae Asset Global Investments
206
Mirae Asset Global Investments
South Korea
$69.1M +$9.01M +56,192 +15%
ELC
207
Edgar Lomax Company
Virginia
$67.5M -$996K -6,213 -1%
Bank Julius Baer & Co
208
Bank Julius Baer & Co
Switzerland
$67.2M +$415K +2,586 +0.6%
AWM
209
AE Wealth Management
Kansas
$67M -$17.9M -111,828 -21%
ACM
210
Advisors Capital Management
New Jersey
$66.5M +$3.7M +23,094 +6%
UB
211
UMB Bank
Missouri
$66.2M +$267K +1,664 +0.4%
HPC
212
HM Payson & Co
Maine
$65.7M +$1.42M +8,856 +2%
Cambridge Investment Research Advisors
213
Cambridge Investment Research Advisors
Iowa
$65.4M -$1,000K -6,236 -1%
CAM
214
Congress Asset Management
Massachusetts
$65.4M -$254K -1,584 -0.4%
NA
215
NewEdge Advisors
Louisiana
$65M +$5.86M +36,573 +10%
Nordea Investment Management
216
Nordea Investment Management
Sweden
$64.1M +$359K +2,242 +0.6%
CCMG
217
Clark Capital Management Group
Pennsylvania
$63.8M +$27M +168,649 +71%
EF
218
Empowered Funds
Pennsylvania
$62.9M +$6.71M +41,829 +12%
EST
219
EA Series Trust
Pennsylvania
$62.9M +$64.1M +399,770 New
SEI Investments
220
SEI Investments
Pennsylvania
$62.4M -$5.85M -36,460 -8%
IG
221
ING Group
Netherlands
$61.6M +$20.7M +128,892 +49%
PI
222
PineBridge Investments
New York
$61.3M -$5.76M -35,942 -8%
BAM
223
Berkshire Asset Management
Pennsylvania
$60.4M +$998K +6,228 +2%
WF
224
Welch & Forbes
Massachusetts
$60M +$766K +4,778 +1%
Lord, Abbett & Co
225
Lord, Abbett & Co
New Jersey
$60M -$26.5M -165,000 -30%

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.