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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
AI
2351
Accredited Investors
Minnesota
$656K -$107K -670 -14%
PCM
2352
Pointe Capital Management
Michigan
$655K +$19.6K +122 +3%
APIM
2353
Agate Pass Investment Management
Washington
$651K -$4.01K -25 -0.6%
CIA
2354
Cladis Investment Advisory
Montana
$651K
PVH
2355
Psagot Value Holdings
Israel
$650K -$112K -700 -14%
EA
2356
Eclectic Associates
California
$650K -$2.56K -16 -0.4%
KCFA
2357
Key Client Fiduciary Advisors
New Jersey
$649K +$321 +2 +0%
AO
2358
Advisor OS
Illinois
$649K +$365K +2,277 +123%
DWM
2359
Dechtman Wealth Management
Colorado
$648K +$661K +4,120 New
TCWA
2360
Ten Capital Wealth Advisors
Washington
$648K +$63.6K +397 +11%
WBCM
2361
Wilson & Boucher Capital Management
California
$646K -$15.2K -95 -2%
CAM
2362
Cidel Asset Management
Ontario, Canada
$645K
SCA
2363
SMH Capital Advisors
Texas
$645K -$10.4K -65 -2%
PAS
2364
Professional Advisory Services
Florida
$645K
BIA
2365
Beacon Investment Advisors
Maryland
$642K +$2.25K +14 +0.3%
TA
2366
Trellis Advisors
Washington
$642K -$14.8K -92 -2%
HCMG
2367
Howard Capital Management Group
California
$642K -$37.5K -234 -5%
CWA
2368
Clarity Wealth Advisors
California
$641K +$5.45K +34 +0.8%
AFG
2369
Allegheny Financial Group
Pennsylvania
$640K -$580K -3,619 -47%
RDFA
2370
Ritter Daniher Financial Advisory
Ohio
$640K +$6.89K +43 +1%
RFN
2371
RDA Financial Network
Iowa
$639K +$5.29K +33 +0.8%
BCMLT
2372
Beacon Capital Management LLC (Tennessee)
Tennessee
$638K +$9.94K +62 +2%
AWM
2373
Atticus Wealth Management
Florida
$637K -$17K -106 -3%
CA
2374
Cornerstone Advisory
Maryland
$636K -$108K -675 -14%
VCS
2375
Vaughan & Co Securities
New Jersey
$633K

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.