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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
PWM
2401
Paulson Wealth Management
Illinois
$614K +$95.6K +596 +18%
WCM
2402
Washburn Capital Management
Florida
$613K -$389K -2,425 -38%
RI
2403
RWWM Inc
California
$613K +$625K +3,898 New
GKWIM
2404
Gerber Kawasaki Wealth & Investment Management
California
$613K +$13.5K +84 +2%
SIC
2405
Sterling Investment Counsel
New York
$613K -$4.33K -27 -0.7%
CA
2406
Crumly & Associates
Illinois
$611K +$20.7K +129 +3%
GDP
2407
Great Diamond Partners
Maine
$611K +$22K +137 +4%
GCM
2408
Gallacher Capital Management
Colorado
$611K +$64.3K +401 +12%
HAS
2409
HBW Advisory Services
California
$610K +$144K +899 +30%
NJBEST
2410
New Jersey Better Educational Savings Trust
New Jersey
$608K
NRC
2411
New Republic Capital
North Carolina
$607K +$83.4K +520 +16%
PBT
2412
Pictet Bank & Trust
Bahamas
$607K
MCA
2413
Maryland Capital Advisors
Maryland
$607K
RA
2414
Ruggaard & Associates
Ohio
$606K +$17.6K +110 +3%
BWM
2415
Baystate Wealth Management
Massachusetts
$605K +$179K +1,117 +41%
KC
2416
Kades & Cheifetz
Pennsylvania
$605K -$16.7K -104 -3%
EWM
2417
Elite Wealth Management
Washington
$605K -$13.9K -87 -2%
WI
2418
WrapManager Inc
California
$604K +$89K +555 +17%
FHC
2419
First Heartland Consultants
Missouri
$604K -$103K -643 -14%
AAP
2420
Arax Advisory Partners
Colorado
$603K +$45.2K +282 +8%
BPFA
2421
Barnes Pettey Financial Advisors
Mississippi
$603K +$83K +518 +16%
RSS
2422
Rosenblum Silverman Sutton
California
$602K -$16K -100 -3%
W
2423
Wealthquest
Ohio
$600K -$237K -1,476 -28%
BWP
2424
Bernardo Wealth Planning
Pennsylvania
$599K +$5.61K +35 +0.9%
GG
2425
Golden Green
South Carolina
$598K -$10.1K -63 -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.