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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
SWP
3026
Summit Wealth Partners
Florida
$240K -$90.4K -564 -27%
KNW
3027
Kesler Norman & Wride
Utah
$239K
IVP
3028
Intrinsic Value Partners
Arizona
$239K
OPWM
3029
Oakwell Private Wealth Management
Texas
$238K +$14.1K +88 +6%
VF
3030
Vawter Financial
Ohio
$238K
IAP
3031
Indie Asset Partners
Indiana
$237K -$1.6K -10 -0.7%
GCM
3032
Genus Capital Management
British Columbia, Canada
$237K +$241K +1,506 New
FCMC
3033
Founders Capital Management (Connecticut)
Connecticut
$237K
TB
3034
Terril Brothers
Missouri
$237K +$16K +100 +7%
FPIS
3035
Financial Planning & Information Services
Wisconsin
$236K +$12.3K +77 +5%
NC
3036
NBW Capital
Massachusetts
$236K +$42.8K +267 +22%
ICM
3037
Intrepid Capital Management
Florida
$235K
RW
3038
REDW Wealth
New Mexico
$234K +$4.65K +29 +2%
MAM
3039
McCarthy Asset Management
California
$234K -$15.4K -96 -6%
CPP
3040
Capasso Planning Partners
South Carolina
$234K +$33K +206 +16%
SCM
3041
Stonehearth Capital Management
Massachusetts
$233K -$22.4K -140 -9%
FFA
3042
Fairfield Financial Advisors
Massachusetts
$233K +$105K +655 +79%
VDBMI
3043
Van Den Berg Management I
Texas
$233K
FFIC
3044
First Fiduciary Investment Counsel
Ohio
$232K
AFS
3045
AFG Fiduciary Services
Massachusetts
$232K +$160 +1 +0.1%
SWP
3046
Semus Wealth Partners
Florida
$232K +$26.1K +163 +12%
AFA
3047
American Financial Advisors
Georgia
$231K +$1.12K +7 +0.5%
AMM
3048
American Money Management
California
$230K -$2.4K -15 -1%
4WM
3049
4J Wealth Management
Virginia
$230K
FWM
3050
ForthRight Wealth Management
Georgia
$230K -$27.3K -170 -10%

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.