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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
CAM
2901
Concorde Asset Management
Michigan
$280K -$91.1K -568 -24%
WAOI
2902
Wealth Advisors of Iowa
Iowa
$280K +$1.44K +9 +0.5%
IWP
2903
Insight Wealth Partners
Texas
$279K
DFG
2904
Demars Financial Group
Washington
$279K +$1.6K +10 +0.6%
PAG
2905
Paladin Advisory Group
Iowa
$279K +$2.73K +17 +1%
TAM
2906
Tucker Asset Management
Colorado
$278K -$12.2K -76 -4%
MAM
2907
McLean Asset Management
Virginia
$278K -$4.65K -29 -2%
TLFA
2908
True Link Financial Advisors
California
$278K -$30.6K -191 -10%
PA
2909
Planning Alternatives
Michigan
$277K -$7.38K -46 -3%
WF
2910
Whelan Financial
California
$277K +$321 +2 +0.1%
IRC
2911
Investors Research Corp
Georgia
$277K
OIM
2912
Oder Investment Management
California
$276K +$321 +2 +0.1%
TWM
2913
Triton Wealth Management
Arizona
$276K +$481 +3 +0.2%
AWC
2914
Adamsbrown Wealth Consultants
Kansas
$276K +$1.92K +12 +0.7%
AFGAS
2915
Allegiance Financial Group Advisory Services
Virginia
$275K
BCG
2916
Breakwater Capital Group
New Jersey
$275K +$31.9K +199 +13%
AIA
2917
Arbor Investment Advisors
North Carolina
$274K -$58.5K -365 -17%
PCIG
2918
Partners Capital Investment Group
Massachusetts
$274K +$279K +1,741 New
AA
2919
Aufman Associates
Pennsylvania
$274K -$8.98K -56 -3%
CP
2920
Camelot Portfolios
Ohio
$273K
RWM
2921
Revisor Wealth Management
Ohio
$273K +$7.21K +45 +3%
RWA
2922
Rooted Wealth Advisors
Illinois
$273K +$38K +237 +16%
IAG
2923
Investment Advisory Group
Massachusetts
$273K +$14.4K +90 +5%
CSPAM
2924
Cary Street Partners Asset Management
Virginia
$273K
FIC
2925
Family Investment Center
Missouri
$272K +$16.2K +101 +6%

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.