Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Chevron Corporation (CVX)

4K + Investors. Track Smart Money conviction in CVX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -176
Streak
1Q ▼
Buyers last Q
48%

Smart Money Signals — CVX

Based on 4094 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their CVX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
4,094 hedge funds hold CVX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+435 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

1978 buying2122 selling
Last quarter: 2,122 funds reduced or exited vs 1,978 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-318 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 290 → 402 → 515 → 197. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

73% of holders stayed for 2+ years

■ 73% conviction (2yr+) ■ 14% medium ■ 13% new
2,972 out of 4,094 hedge funds have held CVX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +1%, value -18%

Value
-17%
Shares
+1%
Last quarter: funds added +1% more shares while total portfolio value only changed -18%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~197 new funds/quarter

191 → 290 → 402 → 515 → 197 new funds/Q
New funds entering each quarter: 290 → 402 → 515 → 197. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 74% veterans vs 15% newcomers

■ 74% veterans ■ 11% 1-2yr ■ 15% new
Entry-cohort mix of 4,204 holders: 3,113 (74%) are 2+ year veterans, 464 entered 1–2 years ago, and 627 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds
72 of 4088 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in CVX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CVX

In 2026 Q2, 1978 hedge funds were net buyers of CVX (197 opened a new position, 1781 added to an existing one), while 2122 reduced or exited (1749 trimmed, 373 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 66% of total institutional value in CVX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -176 funds (more exits than new entries). Total institutional holders: 4094.

Hedge Fund Ownership: CVX

How many hedge funds hold CVX — quarterly history vs. share price
Quarterly hedge fund ownership of CVX vs. share price

Market Analysis: CVX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CVX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Chevron Corporation (CVX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CVX has moved relative to its sector benchmark (XLE) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 51d ago
CVX
+24.8%
XLE
+20.6%

CVX outperformed XLE by +4.2% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 6d ago
CVX
+3.4%
XLE
+3.5%

Since the filing became public, CVX outperformed XLE by -0.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

103 top-rated funds 64 high-conviction
Consensus
8.8
/ 10
breadth
×
Elite
6.2
/ 10
conviction
Hedge Fund Positioning: CVX
4K + Investors

Track Smart Money conviction in CVX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 4081 4270 -4.43%
13F Shares 1.49B 1.48B 1.26%
Total Value $241.78B $294.48B -17.9%
New Positions 195 515 -320
Increased Positions 1752 1774 -22
Closed Positions 378 182 +196
Reduced Positions 1712 1610 +102
Total Calls 62 58 6.9%
Total Puts 52 57 -8.77%
PUT/CALL Ratio 0.84 0.98 Neutral

Statistics: CVX

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q2)

4K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CVX. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CVX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Adams Natural Resources Fund, INC. 12.75% 586,624 $97.2M
2 Solus Alternative Asset Management LP 8.61% 177,723 $29.5M
3 Act Capital Management, LLC 8.12% 75,000 $12.4M
4 Arrow Capital Pty Ltd 7.05% 50,000 $8.3M
5 Colrain Capital LLC 6.68% 119,041 $19.7M
6 Wallace Advisory Group, LLC 6.59% 42,280 $7.0M
7 Hatch Cove Capital, LLC 6.57% 89,300 $14.8M
8 ACR Alpine Capital Research, LLC 6.54% 2,780,991 $461.0M
9 Drummond Knight Asset Management Pty Ltd 5.01% 164,672 $27.3M
10 Buckley Wealth Management, LLC 4.79% 116,907 $19.4M
11 Essex Bank 4.75% 132,442 $22.0M
12 Berkshire Hathaway Inc 4.67% 84,375,856 $13.99B
13 Tairen Capital Ltd 4.65% 317,400 $52.6M
14 C2C Wealth Management, LLC 4.63% 35,616 $5.9M
15 Spurstone Advisory Services, LLC 4.57% 2,020 $335K
16 Foundation Resource Management Inc 4.56% 236,345 $39.2M
17 LGT Financial Advisors LLC 4.50% 5,132 $851K
18 Refined Wealth Management 4.50% 44,951 $7.5M
19 Managed Asset Portfolios, LLC 4.44% 234,297 $38.8M
20 Oak Asset Management, LLC 4.16% 77,991 $12.9M
21 Papamarkou Wellner Asset Management inc. 4.02% 31,005 $6.4M
22 Miramar Capital, LLC 4.01% 110,127 $18.3M
23 Grand Central Investment Group 3.88% 28,021 $4.6M
24 59 North Capital Management, LP 3.85% 1,043,921 $173.0M
25 Silvia Mccoll Wealth Management, LLC 3.83% 38,424 $6.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Chevron Corporation (CVX)

What does the Smart Money Trend signal show for CVX?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CVX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CVX?

More sellers than buyers — 48% buying: Last quarter: 2,122 funds reduced or exited vs 1,978 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CVX holders?

Elite ownership — 66% AUM from top-100 funds: 72 of 4088 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in CVX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CVX?

73% of holders stayed for 2+ years: 2,972 out of 4,094 hedge funds have held CVX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Chevron Corporation (CVX) following the 2026 Q2 hedge fund 13F filings?

As of today, CVX has moved +3.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to +3.5% for the XLE sector ETF — an outperformance of -0.1%. Since the quarter end (June 30, 2026), CVX has gained +24.8% vs +20.6% for XLE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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