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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
CMS
2501
Capital Market Strategies
Florida
$543K +$554K +3,453 New
RWP
2502
Revolve Wealth Partners
New Jersey
$540K +$40.2K +251 +8%
D
2503
Diversified
Delaware
$539K -$11.5K -72 -2%
SAMT
2504
Select Asset Management & Trust
Pennsylvania
$538K +$160K +1,000 +41%
EWM
2505
Elmwood Wealth Management
California
$536K +$160 +1 +0%
CCM
2506
Carlson Capital Management
Minnesota
$533K -$40.2K -251 -7%
AGA
2507
Accuvest Global Advisors
Utah
$533K -$17.8K -111 -3%
ADBIC
2508
A.D. Beadell Investment Counsel
Wisconsin
$532K
AWS
2509
AJ Wealth Strategies
New York
$531K +$43.9K +274 +9%
PRC
2510
Pearl River Capital
Michigan
$531K -$284K -1,773 -34%
LA
2511
LexAurum Advisors
Kansas
$531K -$20.2K -126 -4%
HIC
2512
Hartline Investment Corp
Illinois
$529K -$43.3K -270 -7%
SRC
2513
Sage Rhino Capital
California
$529K -$8.02K -50 -1%
Point72 Asset Management
2514
Point72 Asset Management
Connecticut
$528K +$538K +3,356 New
CCG
2515
Chatham Capital Group
Georgia
$526K -$22.4K -140 -4%
IWA
2516
Intercontinental Wealth Advisors
Texas
$525K -$21.2K -132 -4%
AC
2517
Addison Capital
Pennsylvania
$525K +$10.1K +63 +2%
RPA
2518
Rock Point Advisors
Vermont
$525K
NF
2519
Nikulski Financial
Iowa
$524K -$22.1K -138 -4%
VW
2520
Vance Wealth
California
$524K +$26.3K +164 +5%
WWC
2521
Waypoint Wealth Counsel
Georgia
$523K -$532K -3,316 -50%
MA
2522
McBroom & Associates
Nevada
$523K +$145K +906 +38%
WA
2523
WESPAC Advisors
California
$521K +$121K +756 +30%
DA
2524
Dash Acquisitions
California
$521K -$23.1K -144 -4%
JWM
2525
Janiczek Wealth Management
Colorado
$521K -$26.5K -165 -5%

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.