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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$25.4B +$130M +810,716 +0.5%
BlackRock
2
BlackRock
New York
$19.6B -$1.46B -9,123,193 -7%
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$19.4B -$1.49B -9,287,475 -7%
State Street
4
State Street
Massachusetts
$19B -$806M -5,030,191 -4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$5.11B -$11.9M -74,448 -0.2%
Morgan Stanley
6
Morgan Stanley
New York
$5.02B +$113M +705,202 +2%
Bank of America
7
Bank of America
North Carolina
$4.29B -$539M -3,364,369 -11%
Charles Schwab
8
Charles Schwab
California
$3.73B +$32M +199,759 +0.8%
Northern Trust
9
Northern Trust
Illinois
$3.48B -$218M -1,358,355 -6%
JP Morgan Chase
10
JP Morgan Chase
New York
$3.2B -$68.3M -426,051 -2%
Capital International Investors
11
Capital International Investors
California
$2.84B -$161M -1,006,135 -5%
Wells Fargo
12
Wells Fargo
California
$2.8B +$115M +719,998 +4%
Norges Bank
13
Norges Bank
Norway
$2.7B -$174M -1,082,599 -6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.58B -$185M -1,151,711 -7%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$2.42B +$86.1M +536,755 +4%
Ameriprise
16
Ameriprise
Minnesota
$2.32B +$27.8M +173,340 +1%
Franklin Resources
17
Franklin Resources
California
$2.29B +$78.9M +492,416 +3%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$2.16B +$206M +1,283,965 +10%
Invesco
19
Invesco
Georgia
$2.16B +$31.4M +195,857 +1%
State Farm Mutual Automobile Insurance
20
State Farm Mutual Automobile Insurance
Illinois
$2.1B
Capital Research Global Investors
21
Capital Research Global Investors
California
$1.99B -$148M -924,160 -7%
Legal & General Group
22
Legal & General Group
United Kingdom
$1.79B -$93.7M -584,308 -5%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$1.7B -$343M -2,138,099 -17%
Capital World Investors
24
Capital World Investors
California
$1.7B -$1.78M -11,084 -0.1%
Amundi
25
Amundi
France
$1.67B +$15.5M +96,439 +0.9%

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.