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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
BWM
2376
Birchcreek Wealth Management
Ohio
$633K
HSG
2377
Helen Stephens Group
Texas
$630K +$24.9K +155 +4%
PCM
2378
Perritt Capital Management
Illinois
$630K +$802 +5 +0.1%
BCFD
2379
Boit C.F. David
$629K
KC
2380
Kenfarb & Co
Kentucky
$629K
WHRC
2381
W.H. Reaves & Co
New Jersey
$629K +$321K +2,000 +100%
SGWM
2382
Sterling Group Wealth Management
California
$629K +$2.56K +16 +0.4%
VAM
2383
Verity Asset Management
North Carolina
$628K -$846K -5,274 -57%
GAAM
2384
Guinness Atkinson Asset Management
California
$627K -$73.3K -457 -10%
LCM
2385
Landscape Capital Management
New Jersey
$627K +$638K +3,982 New
WAM
2386
WNY Asset Management
New York
$626K +$20.8K +130 +3%
SAM
2387
Summit Asset Management
Tennessee
$625K -$28.7K -179 -4%
CG
2388
Cutler Group
California
$625K -$4.51M -28,118 -88%
BFA
2389
BMS Financial Advisors
South Dakota
$622K -$244K -1,525 -28%
DWM
2390
Dorchester Wealth Management
Quebec, Canada
$622K
KFA
2391
Kapstone Financial Advisors
Ohio
$620K +$7.38K +46 +1%
RLIM
2392
Red Lighthouse Investment Management
New York
$619K
BHCM
2393
Brevan Howard Capital Management
Jersey
$619K +$631K +3,935 New
CC
2394
Corton Capital
Ontario, Canada
$619K +$631K +3,935 New
HCA
2395
Horan Capital Advisors
Ohio
$618K
APA
2396
Astoria Portfolio Advisors
New York
$617K +$58.7K +366 +10%
FNC
2397
First National Corp
Massachusetts
$617K -$31.4K -196 -5%
JFA
2398
JNBA Financial Advisors
Minnesota
$617K -$3.85K -24 -0.6%
PCMC
2399
Paragon Capital Management (Colorado)
Colorado
$616K +$35.8K +223 +6%
RGC
2400
Roberts, Glore & Co
Illinois
$614K +$2.08K +13 +0.3%

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.