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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
CF
2976
Corrigan Financial
Rhode Island
$254K -$18.9K -118 -7%
SFP
2977
Sterling Financial Planning
New Jersey
$254K -$40.4K -252 -14%
WCM
2978
WealthBridge Capital Management
Ohio
$253K -$1.05M -6,574 -80%
BIP
2979
Blueprint Investment Partners
North Carolina
$253K -$552K -3,442 -68%
CWM
2980
Centurion Wealth Management
Virginia
$253K -$11.7K -73 -4%
MF
2981
Montis Financial
Massachusetts
$252K -$11.1K -69 -4%
MF
2982
Manchester Financial
California
$252K -$31.7K -198 -11%
WW
2983
Westshore Wealth
California
$252K -$2.08K -13 -0.8%
EE
2984
EWG Elevate
California
$252K -$11.7K -73 -4%
SSW
2985
Stone Summit Wealth
Florida
$251K
LCM
2986
Liberty Capital Management
Michigan
$251K
SHFP
2987
Second Half Financial Partners
Florida
$250K +$255K +1,592 New
HHRDM
2988
H&H Retirement Design & Management
Nevada
$250K -$481 -3 -0.2%
AF
2989
Aldebaran Financial
$250K -$11.7K -73 -4%
RBCM
2990
Raub Brock Capital Management
California
$250K +$962 +6 +0.4%
XT
2991
XTX Topco
Cayman Islands
$250K +$255K +1,588 New
SAM
2992
Sequent Asset Management
Texas
$250K +$160 +1 +0.1%
WFS
2993
Walker Financial Services
Kentucky
$249K +$2.73K +17 +1%
LFG
2994
Leverty Financial Group
Wisconsin
$249K +$4.65K +29 +2%
LA
2995
Lane & Associates
New Jersey
$249K -$6.25K -39 -2%
OCPWS
2996
One Charles Private Wealth Services
Massachusetts
$249K -$3.05K -19 -1%
PWP
2997
Perfromance Wealth Partners
Illinois
$249K +$255K +1,591 New
CSIA
2998
Charles Schwab Investment Advisory
California
$248K -$15.2K -95 -6%
IEFM
2999
IQ EQ Fund Management
Ireland
$248K
GHAM
3000
Gilman Hill Asset Management
Connecticut
$248K +$11.2K +70 +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.