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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
FCP
1151
Fidelis Capital Partners
Florida
$3.63M +$232K +1,446 +7%
BCCM
1152
Bridge Creek Capital Management
Massachusetts
$3.63M +$5.45K +34 +0.1%
AFA
1153
Arlington Financial Advisors
California
$3.62M +$11.1K +69 +0.3%
GIP
1154
Greatmark Investment Partners
Georgia
$3.62M -$17.8K -111 -0.5%
RSWM
1155
Robertson Stephens Wealth Management
California
$3.59M +$104K +648 +3%
RWM
1156
Rench Wealth Management
Texas
$3.59M +$85.6K +534 +2%
BCM
1157
Brookmont Capital Management
Texas
$3.58M +$1.44K +9 +0%
FMAEN1
1158
Fund Management at Engine No 1
California
$3.57M +$179K +1,114 +5%
RWM
1159
RKL Wealth Management
Pennsylvania
$3.57M -$26K -162 -0.7%
SW
1160
StrongBox Wealth
Missouri
$3.55M +$229K +1,431 +7%
TNA
1161
True North Advisors
Texas
$3.54M +$169K +1,057 +5%
CI
1162
Centerstone Investors
New York
$3.54M +$3.61M +22,500 New
PAA
1163
Peregrine Asset Advisers
Oregon
$3.54M +$1.8M +11,240 +100%
LSA
1164
Leonteq Securities AG
Switzerland
$3.54M +$576K +3,594 +19%
FAP
1165
Financial Advisory Partners
Florida
$3.53M +$5.61K +35 +0.2%
RWA
1166
Ropes Wealth Advisors
Massachusetts
$3.53M -$425K -2,648 -11%
XI
1167
XXEC Inc
Oklahoma
$3.52M +$1.02M +6,380 +40%
KC
1168
Kinloch Capital
Virginia
$3.52M -$52.1K -325 -1%
TCM
1169
Teza Capital Management
Illinois
$3.52M +$1.69M +10,566 +90%
HA
1170
Herold Advisors
New York
$3.5M +$74.2K +463 +2%
GFA
1171
Gifford Fong Associates
California
$3.49M
TYCC
1172
Texas Yale Capital Corp
Florida
$3.49M -$302K -1,885 -8%
RCAG
1173
Rehmann Capital Advisory Group
Michigan
$3.47M +$766K +4,781 +28%
NSB
1174
Norway Savings Bank
Maine
$3.47M +$11.7K +73 +0.3%
TI
1175
TTP Investments
California
$3.47M -$112K -697 -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.