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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
FNBOMD
1176
First National Bank of Mount Dora
Florida
$3.47M +$28.2K +176 +0.8%
AWA
1177
Arkadios Wealth Advisors
Georgia
$3.46M +$1.12K +7 +0%
RL
1178
Ruffer LLP
United Kingdom
$3.46M
GS
1179
GTS Securities
New York
$3.46M +$3.52M +21,976 New
GIM
1180
Guardian Investment Management
California
$3.46M -$203K -1,268 -5%
CAG
1181
Csenge Advisory Group
Florida
$3.45M +$359K +2,240 +11%
DGAM
1182
Desjardins Global Asset Management
Quebec, Canada
$3.45M +$524K +3,269 +18%
LHC
1183
Little House Capital
Massachusetts
$3.44M -$347K -2,165 -9%
V
1184
VeraBank
Texas
$3.44M -$350K -2,185 -9%
MC
1185
Middleton & Co
Massachusetts
$3.43M +$304K +1,895 +10%
CCB
1186
Cutter & Co Brokerage
Missouri
$3.43M +$61.2K +382 +2%
WPP
1187
Whalerock Point Partners
Rhode Island
$3.42M +$25.8K +161 +0.7%
WB
1188
Webster Bank
Connecticut
$3.42M -$51.6K -322 -1%
BMC
1189
Beaton Management Company
Massachusetts
$3.42M -$16K -100 -0.5%
HCM
1190
Huber Capital Management
California
$3.41M -$1.03M -6,400 -23%
WPC
1191
White Pine Capital
Minnesota
$3.41M -$28.4K -177 -0.8%
WP
1192
WealthSource Partners
California
$3.41M +$132K +825 +4%
CFGS
1193
Concourse Financial Group Securities
Alabama
$3.41M -$293K -1,825 -8%
YIA
1194
YHB Investment Advisors
Connecticut
$3.41M +$93.3K +582 +3%
BONH
1195
Bank of New Hampshire
New Hampshire
$3.41M +$11.1K +69 +0.3%
CC
1196
Carlson Capital
Texas
$3.4M -$2.42M -15,107 -41%
ACG
1197
Allen Capital Group
Nebraska
$3.38M +$178K +1,110 +5%
CSC
1198
Caldwell Sutter Capital
California
$3.38M +$1.58M +9,859 +85%
QI
1199
Qtron Investments
Massachusetts
$3.37M +$452K +2,819 +15%
CD
1200
Chapin Davis
Maryland
$3.35M +$307K +1,912 +10%

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.