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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
GRP
801
Global Retirement Partners
California
$6.92M +$120K +751 +2%
APSI
802
Asset Planning Services Inc
Louisiana
$6.92M +$24K +150 +0.3%
Credit Agricole
803
Credit Agricole
France
$6.92M +$5.68M +35,441 +416%
CCC
804
Chelsea Counsel Company
California
$6.91M +$164K +1,020 +2%
WAG
805
Wallace Advisory Group
California
$6.91M
CB
806
Cadence Bank
Mississippi
$6.9M -$175K -1,090 -2%
HA
807
Hamel Associates
New Jersey
$6.89M +$44.1K +275 +0.6%
MJP
808
Michael J. Puzo
$6.87M +$1.92K +12 +0%
IPW
809
Inlet Private Wealth
Florida
$6.87M +$36.1K +225 +0.5%
CT
810
Coastline Trust
Rhode Island
$6.85M -$5.14M -32,079 -42%
BFM
811
Boston Financial Management
Massachusetts
$6.85M +$344K +2,148 +5%
SC
812
Sepio Capital
Utah
$6.83M -$2.42M -15,113 -26%
SIMG
813
Sonora Investment Management Group
Arizona
$6.82M +$623K +3,888 +10%
APF
814
Alaska Permanent Fund
Alaska
$6.82M +$6.95M +43,331 New
RT
815
Rockland Trust
Massachusetts
$6.82M -$316K -1,969 -4%
TCM
816
Twin Capital Management
Pennsylvania
$6.81M -$309K -1,927 -4%
BOH
817
Bank of Hawaii
Hawaii
$6.81M +$234K +1,458 +3%
RB
818
Rodgers Brothers
Pennsylvania
$6.78M +$383K +2,389 +6%
HC
819
Hourglass Capital
Texas
$6.77M +$243K +1,516 +4%
CK
820
Cohen Klingenstein
New York
$6.77M
NW
821
NewEdge Wealth
Pennsylvania
$6.76M +$35.8K +223 +0.5%
EWA
822
EverSource Wealth Advisors
Alabama
$6.75M +$700K +4,369 +11%
USAA
823
United Services Automobile Association
Texas
$6.75M -$46.2K -288 -0.7%
ANTB
824
AMG National Trust Bank
Colorado
$6.74M -$156K -975 -2%
CBB
825
Citizens Business Bank
California
$6.74M +$1.74M +10,869 +35%

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.