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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
V
501
Veritable
Delaware
$15.4M +$66.2K +413 +0.4%
CRWM
502
Castle Rock Wealth Management
California
$15.4M +$871K +5,431 +6%
TTWM
503
TCV Trust & Wealth Management
Virginia
$15.4M -$331K -2,062 -2%
SLAM
504
Swiss Life Asset Management
$15.4M -$9.08M -56,635 -37%
SPC
505
Stewart & Patten Company
California
$15.3M -$123K -766 -0.8%
SB
506
Simmons Bank
Arkansas
$15.3M +$349K +2,176 +2%
MC
507
Moors & Cabot
Massachusetts
$15.2M -$464K -2,896 -3%
WIC
508
Woodmont Investment Counsel
Tennessee
$15.2M +$751K +4,683 +5%
EWA
509
Exencial Wealth Advisors
Oklahoma
$15.2M -$368K -2,296 -2%
AFCM
510
Applied Finance Capital Management
Puerto Rico
$15.1M +$466K +2,905 +3%
VW
511
Vantage Wealth
California
$15M +$289K +1,800 +2%
HW
512
Hancock Whitney
Mississippi
$15M -$1.11M -6,913 -7%
FSA
513
Franklin Street Advisors
North Carolina
$14.9M +$218K +1,358 +1%
WSFS
514
Wilmington Savings Fund Society
Delaware
$14.8M -$136K -851 -0.9%
BS
515
Banco Santander
Spain
$14.8M +$6.68M +41,657 +80%
HR
516
Howe & Rusling
New York
$14.7M -$63K -393 -0.4%
GAM
517
Gotham Asset Management
New York
$14.6M +$1.74M +10,826 +13%
MFA
518
Mayflower Financial Advisors
Massachusetts
$14.5M -$16K -100 -0.1%
FPCG
519
Fort Pitt Capital Group
Pennsylvania
$14.5M +$1.03M +6,455 +8%
BFIM
520
Beese Fulmer Investment Management
Ohio
$14.5M +$73.1K +456 +0.5%
MIA
521
MainStreet Investment Advisors
Illinois
$14.4M -$436K -2,719 -3%
PCM
522
Parsons Capital Management
Rhode Island
$14.4M +$720K +4,493 +5%
RCYC
523
Richard C. Young & Co
Rhode Island
$14.3M +$340K +2,118 +2%
CRC
524
Curi RMB Capital
Illinois
$14.3M +$996K +6,212 +7%
GIM
525
Goelzer Investment Management
Indiana
$14.2M -$1M -6,249 -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.