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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
KA
851
Kovack Advisors
Florida
$6.24M +$184K +1,147 +3%
SCM
852
Stonebridge Capital Management
California
$6.24M -$387K -2,413 -6%
PNAA
853
Pictet North America Advisors
Switzerland
$6.24M +$113K +705 +2%
CCT
854
Capital City Trust
Florida
$6.22M +$43.8K +273 +0.7%
DI
855
DFPG Investments
Utah
$6.21M +$235K +1,466 +4%
LNWWM
856
Laird Norton Wetherby Wealth Management
California
$6.2M -$278K -1,732 -4%
PAMP
857
Polar Asset Management Partners
Ontario, Canada
$6.2M +$6.32M +39,423 New
IAN
858
Integrated Advisors Network
Texas
$6.2M -$3.63M -22,643 -37%
ECM
859
Evergreen Capital Management
Washington
$6.2M +$391K +2,436 +7%
MAM
860
Morse Asset Management
Connecticut
$6.2M +$83K +518 +1%
TFS
861
Thoroughbred Financial Services
Tennessee
$6.17M +$16.8K +105 +0.3%
NLGIA
862
Nippon Life Global Investors Americas
New York
$6.17M -$590K -3,680 -9%
HBWM
863
Hollow Brook Wealth Management
New York
$6.15M -$107K -665 -2%
OIA
864
OneDigital Investment Advisors
Kansas
$6.14M -$34.1K -213 -0.5%
CBTWT
865
Community Bank & Trust (Waco, Texas)
Texas
$6.13M -$42.8K -267 -0.7%
SSB
866
Sandy Spring Bank
Maryland
$6.13M -$27.1K -169 -0.4%
WF
867
WoodTrust Financial
Wisconsin
$6.12M +$126K +786 +2%
HFM
868
Hartford Financial Management
Connecticut
$6.1M +$61.6K +384 +1%
GIM
869
Greylin Investment Management
Virginia
$6.08M +$47.3K +295 +0.8%
WW
870
Windle Wealth
Oklahoma
$6.06M +$79.4K +495 +1%
MFG
871
Monte Financial Group
Connecticut
$6.04M +$94.6K +590 +2%
WC
872
Woodstock Corp
Massachusetts
$6.03M +$247K +1,542 +4%
LTI
873
Laffer Tengler Investments
Tennessee
$6.03M +$803K +5,007 +15%
DCM
874
Dupont Capital Management
Delaware
$6.03M +$951K +5,931 +18%
HFS
875
Haverford Financial Services
Pennsylvania
$6M +$102K +637 +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.