Chevron
CVX
3,280 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, 1,485 increasing their positions, 1,267 reducing their positions, and 121 closing their positions.
35% more first-time investments, than exits
New positions opened: 163 | Existing positions closed: 121
17% more repeat investments, than reductions
Existing positions increased: 1,485 | 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: 3,269 → 3,280 (+11)
1.64% less ownership
Funds ownership: 70.42% → 68.79% (-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: 262 → 197 (-65)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
+$318M |
| 2 |
Millennium Management
New York
|
+$292M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$211M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$206M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$191M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.65B |
| 2 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$1.49B |
| 3 |
BlackRock
New York
|
-$1.46B |
| 4 |
State Street
Boston,
Massachusetts
|
-$806M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$539M |
CVX Hedge Fund Activity: Q2 2023 in Review
3,280 of the 6,384 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 1,485 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.
- 3,280 institutional investors held Chevron (CVX) as of Q2 2023, up from 3,269 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.