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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
MGIA
2426
Matthew Goff Investment Advisor
Texas
$597K
CAM
2427
Costello Asset Management
Pennsylvania
$596K -$13.5K -84 -2%
RRA
2428
Round Rock Advisors
Connecticut
$592K
RWA
2429
Roberts Wealth Advisors
California
$592K -$13.8K -86 -2%
SM
2430
Sweeney & Michel
California
$590K -$74.1K -462 -11%
AFIA
2431
America First Investment Advisors
Nebraska
$590K
CS
2432
Capital Square
Tennessee
$589K -$13.3K -83 -2%
GWM
2433
Greenwich Wealth Management
Connecticut
$589K -$481 -3 -0.1%
GWS
2434
Glassman Wealth Services
Virginia
$589K +$1.44K +9 +0.2%
HWM
2435
Heirloom Wealth Management
Colorado
$588K -$52.7K -329 -8%
RHJA
2436
Rice Hall James & Associates
California
$588K
BAM
2437
Brave Asset Management
New Jersey
$587K -$199K -1,243 -25%
FAT
2438
First American Trust
California
$587K -$119K -741 -17%
ZIG
2439
Zullo Investment Group
Pennsylvania
$587K -$20.5K -128 -3%
BWP
2440
BSW Wealth Partners
Colorado
$586K -$2.25K -14 -0.4%
SIS
2441
Sound Income Strategies
Florida
$586K +$188K +1,175 +46%
CWA
2442
CJM Wealth Advisers
Virginia
$586K -$202K -1,257 -25%
FFC
2443
First Financial Corp
Indiana
$585K +$15.9K +99 +3%
LAM
2444
Lakewood Asset Management
Illinois
$585K +$481 +3 +0.1%
ACA
2445
Affinity Capital Advisors
California
$584K -$12.3K -77 -2%
CFA
2446
Capstone Financial Advisors
Illinois
$584K -$6.73K -42 -1%
SLT
2447
St Louis Trust
Missouri
$584K
PWSG
2448
Pacific Wealth Strategies Group
California
$581K +$161K +1,004 +37%
KCM
2449
KRS Capital Management
Michigan
$581K +$81.9K +511 +16%
VLC
2450
Van Leeuwen & Company
New Jersey
$579K +$13.1K +82 +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.