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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
WI
1101
Wahed Invest
New York
$3.92M +$19.7K +123 +0.5%
IAG
1102
Investmark Advisory Group
Connecticut
$3.92M +$88K +549 +2%
NL
1103
NWAM LLC
Washington
$3.92M +$153K +952 +4%
CG
1104
Clarus Group
Texas
$3.9M +$419K +2,613 +12%
EF
1105
Exeter Financial
Arizona
$3.89M -$246K -1,532 -6%
TSS
1106
Thomas Story & Son
Indiana
$3.88M +$3.96M +24,679 New
MSAM
1107
Moloney Securities Asset Management
Missouri
$3.87M +$182K +1,136 +5%
IWN
1108
Independent Wealth Network
Iowa
$3.86M +$49.7K +310 +1%
CWG
1109
Cornerstone Wealth Group
North Carolina
$3.86M +$119K +745 +3%
HVP
1110
Hudson Value Partners
Florida
$3.86M +$124K +776 +3%
FHA
1111
Flagship Harbor Advisors
Massachusetts
$3.85M +$280K +1,746 +8%
Balyasny Asset Management
1112
Balyasny Asset Management
Illinois
$3.84M -$14.4M -89,932 -79%
MWM
1113
Meridian Wealth Management
Kentucky
$3.84M -$880K -5,488 -18%
PSC
1114
Portman Square Capital
United Kingdom
$3.83M -$2.46M -15,347 -39%
CIC
1115
Chase Investment Counsel
Virginia
$3.83M +$31.1K +194 +0.8%
YIH
1116
Y-Intercept (HK)
Hong Kong
$3.83M +$3.9M +24,323 New
BBWA
1117
Bell & Brown Wealth Advisors
California
$3.83M +$108K +671 +3%
NWM
1118
NEIRG Wealth Management
Massachusetts
$3.82M -$577K -3,599 -13%
DTC
1119
Davidson Trust Company
Washington
$3.82M -$24.2K -151 -0.6%
QI
1120
QV Investors
Alberta, Canada
$3.82M -$191K -1,190 -5%
MCCP
1121
Mission Creek Capital Partners
California
$3.8M +$147K +920 +4%
RC
1122
Reik & Co
New York
$3.79M
SWS
1123
SYSTM Wealth Solutions
Illinois
$3.78M +$514K +3,209 +15%
SWMG
1124
Signature Wealth Management Group
Georgia
$3.78M +$135K +845 +4%
CIAS
1125
Capital Investment Advisory Services
North Carolina
$3.77M +$182K +1,134 +5%

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.