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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
LW
526
Linscomb Wealth
Texas
$14.2M -$941K -5,872 -6%
TF
527
Talbot Financial
Washington
$14.2M +$401K +2,503 +3%
MC
528
Miramar Capital
Illinois
$14.2M +$1.06M +6,631 +8%
PIMJS
529
PKO Investment Management Joint-Stock
Poland
$14.2M -$144K -900 -1%
WSTAM
530
Wilbanks Smith & Thomas Asset Management
Virginia
$14.1M -$46.3K -289 -0.3%
ETC
531
Exchange Traded Concepts
Oklahoma
$14.1M +$933K +5,820 +7%
PAS
532
Park Avenue Securities
New York
$14.1M +$1.67M +10,391 +13%
MCM
533
Maple Capital Management
Vermont
$14.1M +$467K +2,912 +3%
IGAM
534
iA Global Asset Management
Quebec, Canada
$14.1M +$14.3M +89,297 New
CAC
535
Core Alternative Capital
Georgia
$14M -$3.42M -21,327 -19%
PAM
536
Palisade Asset Management
Minnesota
$14M +$117K +732 +0.8%
LCM
537
Laurion Capital Management
New York
$14M +$14.3M +89,199 New
BIM
538
Bridges Investment Management
Nebraska
$14M -$1.15M -7,142 -7%
BEW
539
Burton Enright Welch
California
$14M -$648K -4,039 -4%
AAS
540
Annex Advisory Services
Wisconsin
$13.9M +$651K +4,061 +5%
KWM
541
Kingsview Wealth Management
Oregon
$13.8M -$25.8K -161 -0.2%
ECM
542
Estabrook Capital Management
New York
$13.8M +$40.7K +254 +0.3%
NMERB
543
New Mexico Educational Retirement Board
New Mexico
$13.6M +$657K +4,100 +5%
Fidelity International
544
Fidelity International
Bermuda
$13.6M -$24.7M -153,905 -64%
CII
545
Capital International Inc
California
$13.5M +$3.6M +22,442 +35%
CVM
546
Cheviot Value Management
California
$13.5M +$325K +2,028 +2%
PAM
547
Private Asset Management
California
$13.5M -$2.28M -14,212 -14%
LGF
548
LGT Group Foundation
Liechtenstein
$13.4M -$2.55M -15,908 -16%
JFL
549
Jarislowsky, Fraser Ltd
Quebec, Canada
$13.4M -$330K -2,061 -2%
CA
550
CSM Advisors
Pennsylvania
$13.4M -$345K -2,155 -2%

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.