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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
AFG
1451
Atomi Financial Group
New York
$2.34M +$56.1K +350 +2%
ABP
1452
Arthur B. Page
$2.34M -$35.1K -219 -1%
SAI
1453
Systematic Alpha Investments
New Jersey
$2.34M
CCWM
1454
Cassaday & Co Wealth Management
Virginia
$2.33M +$13.8K +86 +0.6%
TAIM
1455
Te Ahumairangi Investment Management
New Zealand
$2.33M +$2.37M +14,800 New
IGWM
1456
ICA Group Wealth Management
Colorado
$2.32M -$1.82M -11,325 -43%
KS
1457
Karpas Strategies
Connecticut
$2.32M +$7.54K +47 +0.3%
PWG
1458
Portside Wealth Group
Utah
$2.31M +$2.36M +14,701 New
OC
1459
Oakworth Capital
Alabama
$2.31M -$118K -737 -5%
SW
1460
Solidarity Wealth
Utah
$2.31M -$962K -6,000 -29%
KJWM
1461
Kiley Juergens Wealth Management
Washington
$2.3M +$50.7K +316 +2%
CPSAC
1462
Chas P. Smith & Associates (CPS)
Florida
$2.3M -$60.9K -380 -3%
IAS
1463
Insigneo Advisory Services
Florida
$2.3M +$719K +4,482 +44%
AIS
1464
American Investment Services
Massachusetts
$2.3M -$8.43M -52,612 -78%
ACM
1465
Allred Capital Management
Texas
$2.29M -$25.5K -159 -1%
HI
1466
Hendershot Investments
Virginia
$2.29M
BSA
1467
Bull Street Advisors
Georgia
$2.29M -$9.3K -58 -0.4%
MCM
1468
Monarch Capital Management
Indiana
$2.29M -$34.3K -214 -1%
SIAP
1469
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.29M +$10.6K +66 +0.5%
ST
1470
Somerset Trust
Pennsylvania
$2.28M -$69.9K -436 -3%
KMWM
1471
Keudell/Morrison Wealth Management
Oregon
$2.27M +$51.6K +322 +2%
CCT
1472
Chemung Canal Trust
New York
$2.27M -$18.4K -115 -0.8%
NHT
1473
New Hampshire Trust
New Hampshire
$2.27M +$34.3K +214 +2%
PCS
1474
Personal CFO Solutions
New Jersey
$2.27M +$54.3K +339 +2%
WAM
1475
Winslow Asset Management
Ohio
$2.26M

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.