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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
LAIC
2276
Lederer & Associates Investment Counsel
California
$707K +$44.4K +277 +7%
APWM
2277
Atlas Private Wealth Management
New York
$707K +$9.94K +62 +1%
ICM
2278
IMS Capital Management
Oregon
$707K +$358K +2,235 +99%
LWM
2279
LJI Wealth Management
Indiana
$706K +$36.4K +227 +5%
AP
2280
Adero Partners
California
$704K -$5.61K -35 -0.8%
KWMG
2281
King Wealth Management Group
Florida
$703K +$229K +1,428 +47%
EIP
2282
Ellis Investment Partners
Pennsylvania
$702K -$10.6K -66 -1%
CHA
2283
Carmichael Hill & Associates
Maryland
$702K +$40.2K +251 +6%
KIA
2284
KLR Investment Advisors
Rhode Island
$700K +$15.1K +94 +2%
RMSCM
2285
R.M. Sincerbeaux Capital Management
New York
$700K
B
2286
Bridgeworth
Alabama
$699K -$56.3K -351 -7%
HFAS
2287
Hummer Financial Advisory Services
Illinois
$698K
ECM
2288
Exchange Capital Management
Michigan
$698K +$15.4K +96 +2%
JLBC
2289
J.L. Bainbridge & Co
Florida
$697K -$1.6K -10 -0.2%
CCA
2290
Cottonwood Capital Advisors
Utah
$697K -$14.4K -90 -2%
WPA
2291
Winning Points Advisors
Florida
$697K -$310K -1,935 -29%
MSCM
2292
McElhenny Sheffield Capital Management
Texas
$696K +$6.25K +39 +0.9%
KWM
2293
Kolinsky Wealth Management
New Jersey
$696K +$64.6K +403 +10%
CM
2294
Cercano Management
Washington
$693K
CWP
2295
Core Wealth Partners
California
$693K
SL
2296
Salomon & Ludwin
Virginia
$692K -$7.7K -48 -1%
CFO
2297
Callan Family Office
Pennsylvania
$691K -$404K -2,523 -36%
NBT
2298
Northwest Bank & Trust
Iowa
$690K +$703K +4,385 New
NWM
2299
Northwest Wealth Management
Iowa
$689K -$7.05K -44 -1%
AA
2300
AF Advisors
California
$689K

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.