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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
BBA
2451
Baader Bank Aktiengesellschaft
Germany
$579K -$330K -2,060 -35%
MIM
2452
Meixler Investment Management
Arizona
$579K -$12.8K -80 -2%
RFP
2453
Root Financial Partners
California
$578K -$25.3K -158 -4%
FAG
2454
Financial Advisory Group
Texas
$578K -$69.3K -432 -11%
DLCIG
2455
D.L. Carlson Investment Group
New Hampshire
$578K -$5.61K -35 -0.9%
VCM
2456
Vision Capital Management
Oregon
$577K -$2.73K -17 -0.5%
KCM
2457
Kathmere Capital Management
Pennsylvania
$577K +$338K +2,110 +136%
CWM
2458
Castle Wealth Management
Florida
$576K -$31.1K -194 -5%
ACA
2459
Aspire Capital Advisors
Washington
$576K +$22K +137 +4%
WA
2460
Wealthstar Advisors
Texas
$574K -$437K -2,727 -43%
TAIM
2461
TD Ameritrade Investment Management
Nebraska
$574K -$60K -374 -9%
HWM
2462
Hohimer Wealth Management
Washington
$574K
WAG
2463
Winthrop Advisory Group
Massachusetts
$574K +$36.4K +227 +7%
FSWA
2464
Financial Synergies Wealth Advisors
Texas
$573K +$58.5K +365 +11%
HA
2465
HC Advisors
Georgia
$572K +$32.1K +200 +6%
SCM
2466
SOL Capital Management
Maryland
$572K
BWA
2467
Bordeaux Wealth Advisors
California
$572K +$344K +2,145 +144%
CRIG
2468
Charter Research & Investment Group
Connecticut
$571K
TAM
2469
TCP Asset Management
Ohio
$571K
SFI
2470
SPC Financial Inc
Maryland
$570K +$100K +625 +21%
CAM
2471
Cubic Asset Management
Massachusetts
$569K +$20.5K +128 +4%
PIA
2472
Pinion Investment Advisors
Kansas
$568K +$176K +1,100 +44%
AWM
2473
Ameliora Wealth Management
Switzerland
$568K +$58.2K +363 +11%
WC
2474
Whitney & Co
New York
$567K
LT
2475
Legacy Trust
Michigan
$567K +$50.5K +315 +10%

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.