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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
GFS
551
GYL Financial Synergies
Connecticut
$13.2M +$436K +2,721 +3%
FAB
552
First American Bank
Illinois
$13.1M -$70.5K -440 -0.5%
MCM
553
Mengis Capital Management
Oregon
$13.1M +$254K +1,586 +2%
IIM
554
INTECH Investment Management
Florida
$13.1M -$23.3M -145,295 -64%
EWM
555
Empirical Wealth Management
Washington
$12.9M +$1.22M +7,605 +10%
GAI
556
General American Investors
New York
$12.9M
Man Group
557
Man Group
United Kingdom
$12.8M +$13.1M +81,485 New
NIP
558
Nicholas Investment Partners
California
$12.8M
SW
559
SteelPeak Wealth
California
$12.8M -$2M -12,495 -13%
FLII
560
First Long Island Investors
New York
$12.8M +$4.79M +29,900 +58%
SAM
561
Shell Asset Management
Netherlands
$12.7M -$3.83M -23,913 -23%
SC
562
SouthState Corp
Florida
$12.7M +$196K +1,223 +2%
TBA
563
Tower Bridge Advisors
Pennsylvania
$12.7M -$2.09M -13,045 -14%
FBB
564
Fulton Breakefield Broenniman
Maryland
$12.7M +$585K +3,651 +5%
CAM
565
Carret Asset Management
New York
$12.7M +$464K +2,897 +4%
ACIM
566
Azimuth Capital Investment Management
Michigan
$12.7M -$590K -3,678 -4%
JWBC
567
J.W. Burns & Co
New York
$12.6M -$117K -731 -0.9%
BCM
568
Bridgeway Capital Management
Texas
$12.6M +$9.96M +62,145 +347%
SC
569
Savant Capital
Illinois
$12.6M +$5.56M +34,700 +77%
LWCFA
570
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12.6M +$1.52M +9,477 +13%
EGA
571
Eagle Global Advisors
Texas
$12.6M -$500K -3,119 -4%
VVP
572
Venture Visionary Partners
Ohio
$12.6M +$977K +6,093 +8%
Wealth Enhancement Advisory Services
573
Wealth Enhancement Advisory Services
Minnesota
$12.6M +$9.67M +60,340 +310%
FFBTD
574
First Financial Bank - Trust Division
Ohio
$12.5M -$591K -3,685 -4%
IC
575
IEQ Capital
California
$12.4M +$91.7K +572 +0.7%

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.