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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
DWM
951
Destination Wealth Management
California
$5.21M -$175K -1,089 -3%
RWA
952
River Wealth Advisors
Pennsylvania
$5.2M +$31.7K +198 +0.6%
CT
953
Colonial Trust
South Carolina
$5.19M -$33.8K -211 -0.6%
CAM
954
Columbia Asset Management
Michigan
$5.17M +$76.6K +478 +1%
IFAM
955
Institutional & Family Asset Management
Colorado
$5.17M -$134K -833 -2%
TCPG
956
Trivant Custom Portfolio Group
California
$5.15M +$105K +653 +2%
PIM
957
Penobscot Investment Management
Massachusetts
$5.14M +$3.21K +20 +0.1%
CFG
958
Citizens Financial Group
Rhode Island
$5.14M -$602K -3,754 -10%
WPIC
959
White Pine Investment Company
Michigan
$5.14M +$81.1K +506 +2%
AC
960
Aldebaran Capital
Indiana
$5.1M -$13.5K -84 -0.3%
IC
961
Inscription Capital
Texas
$5.07M -$37.7K -235 -0.7%
TRCT
962
Tower Research Capital (TRC)
New York
$5.04M -$6.78M -42,276 -57%
NAMA
963
Nikko Asset Management Americas
New York
$5.03M +$219K +1,367 +4%
HT
964
Heritage Trust
Oklahoma
$5.02M +$215K +1,342 +4%
CNB
965
Camden National Bank
Maine
$5.02M -$115K -717 -2%
FFM
966
Forum Financial Management
Illinois
$5.02M +$344K +2,143 +7%
RA
967
RFG Advisory
Alabama
$5.02M +$175K +1,089 +4%
PSP
968
Principal Street Partners
Tennessee
$5.02M -$226K -1,407 -4%
SIC
969
Salem Investment Counselors
North Carolina
$5.01M -$93.9K -586 -2%
IB
970
Intrust Bank
Kansas
$4.98M -$118K -735 -2%
SCM
971
Spring Capital Management
Texas
$4.93M -$154K -962 -3%
MWM
972
Modera Wealth Management
New Jersey
$4.91M +$3.68M +22,974 +278%
APP
973
Avantax Planning Partners
Iowa
$4.91M -$10.7K -67 -0.2%
AAM
974
Azzad Asset Management
Virginia
$4.91M -$7.38K -46 -0.1%
SS
975
Sunbelt Securities
Texas
$4.9M -$152K -946 -3%

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.