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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
MJB
1276
Mark J. Bradley
$2.96M -$1.38M -8,590 -31%
CA
1277
CGN Advisors
Kansas
$2.96M +$151K +939 +5%
PI
1278
Pettee Investors
Connecticut
$2.96M +$79K +493 +3%
IBOK
1279
Independence Bank of Kentucky
Kentucky
$2.96M +$264K +1,644 +10%
OL
1280
Owen LaRue
Kentucky
$2.96M -$174K -1,087 -5%
RBA
1281
Richard Bernstein Advisors
New York
$2.95M -$7.82M -48,748 -72%
GCM
1282
Gables Capital Management
Florida
$2.95M +$16.4K +102 +0.5%
AIM
1283
Acropolis Investment Management
Missouri
$2.95M -$254K -1,584 -8%
BWA
1284
BDO Wealth Advisors
Florida
$2.94M +$15.4K +96 +0.5%
EFMC
1285
Empire Financial Management Company
New York
$2.93M -$187K -1,169 -6%
PP
1286
Patron Partners
Texas
$2.92M +$22.1K +138 +0.7%
P
1287
Pitcairn
Pennsylvania
$2.92M -$81.3K -507 -3%
AFM
1288
Anson Funds Management
Texas
$2.92M +$2.97M +18,552 New
BWAM
1289
Boyd Watterson Asset Management
Ohio
$2.92M -$105K -655 -3%
GSC
1290
Grey Street Capital
Illinois
$2.91M +$1.33M +8,301 +82%
ACMA
1291
Arbor Capital Management (Alaska)
Alaska
$2.9M +$33.5K +209 +1%
ASA
1292
Armstrong Shaw Associates
Connecticut
$2.9M -$318K -1,983 -10%
CWM
1293
Chesapeake Wealth Management
Virginia
$2.89M -$35.4K -221 -1%
FSA
1294
Financial Sense Advisors
California
$2.89M -$147K -918 -5%
FFA
1295
Founders Financial Alliance
North Carolina
$2.88M +$835K +5,209 +40%
ACA
1296
Aptus Capital Advisors
Alabama
$2.88M +$42K +262 +1%
LWM
1297
Laidlaw Wealth Management
New York
$2.88M -$59K -368 -2%
BB
1298
Berkshire Bank
Massachusetts
$2.88M -$26.3K -164 -0.9%
GWM
1299
GSB Wealth Management
Connecticut
$2.88M +$290K +1,808 +11%
GSEP
1300
Golden State Equity Partners
California
$2.88M +$1.7M +10,585 +137%

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.