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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
MA
726
Montag & Associates
Georgia
$8.32M +$84.2K +525 +1%
AWM
727
Apollon Wealth Management
South Carolina
$8.29M +$1.19M +7,392 +16%
VAS
728
Valicenti Advisory Services
New York
$8.18M +$159K +991 +2%
CIS
729
Capital International Sarl
California
$8.17M -$164K -1,020 -2%
FMC
730
First Merchants Corp
Indiana
$8.17M -$231K -1,439 -3%
DT
731
Diversified Trust
Tennessee
$8.08M +$805K +5,022 +11%
SCM
732
SKBA Capital Management
California
$8.08M -$32.1K -200 -0.4%
BCM
733
Brookstone Capital Management
Illinois
$8.06M +$47.1K +294 +0.6%
SFA
734
Sequoia Financial Advisors
Ohio
$8.06M +$597K +3,723 +8%
SP
735
Symmetry Partners
Connecticut
$8.05M -$868K -5,415 -10%
LA
736
Lynch & Associates
Indiana
$8.05M +$68K +424 +0.8%
FC
737
FORA Capital
Florida
$8.02M +$8.17M +50,966 New
FA
738
Fiduciary Alliance
South Carolina
$8.02M +$1.26M +7,880 +18%
FNFDCM
739
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.02M +$66.9K +417 +0.8%
DAS
740
Dynamic Advisor Solutions
Arizona
$8.01M +$168K +1,047 +2%
CIA
741
Covington Investment Advisors
Pennsylvania
$7.99M +$1.41M +8,820 +21%
AG
742
Advocate Group
Minnesota
$7.97M +$9.3K +58 +0.1%
CNBTD
743
Citizens National Bank Trust Department
Mississippi
$7.95M -$191K -1,190 -2%
JAG
744
Journey Advisory Group
Kentucky
$7.94M +$2.68M +16,714 +50%
AM
745
AGF Management
Ontario, Canada
$7.85M +$804K +5,017 +11%
1SB
746
1ST Source Bank
Indiana
$7.84M -$201K -1,251 -2%
CCFCSB
747
Cape Cod Five Cents Savings Bank
Massachusetts
$7.81M +$302K +1,885 +4%
FA
748
FDx Advisors
Illinois
$7.8M -$5.77M -35,967 -42%
VCA
749
Verdence Capital Advisors
Maryland
$7.79M +$372K +2,318 +5%
NEAM
750
New England Asset Management
Connecticut
$7.78M

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.