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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
NPT
1501
Nixon Peabody Trust
Massachusetts
$2.17M -$280K -1,746 -11%
CAGAS
1502
Capital Advisory Group Advisory Services
Minnesota
$2.16M +$186K +1,163 +9%
NPP
1503
New Potomac Partners
Maryland
$2.15M +$1.28K +8 +0.1%
MC
1504
Machina Capital
France
$2.15M +$1.66M +10,369 +312%
CASB
1505
Cape Ann Savings Bank
Massachusetts
$2.15M -$59.3K -370 -3%
TA
1506
TKG Advisors
Indiana
$2.15M +$4.65K +29 +0.2%
SC
1507
Settian Capital
New York
$2.14M
WCM
1508
Whitener Capital Management
North Carolina
$2.13M +$7.38K +46 +0.3%
CFFP
1509
Center for Financial Planning
Michigan
$2.13M -$69.1K -431 -3%
PWAM
1510
Pinnacle West Asset Management
Wyoming
$2.13M -$29.7K -185 -1%
HAM
1511
Hedges Asset Management
Nevada
$2.13M
LI
1512
Lafayette Investments
Maryland
$2.13M -$36.9K -230 -2%
LA
1513
Lindenwold Advisors
Pennsylvania
$2.13M -$285K -1,779 -12%
BFIC
1514
Bedell Frazier Investment Counselling
California
$2.12M -$34.3K -214 -2%
FCA
1515
FinTrust Capital Advisors
South Carolina
$2.12M
MC
1516
Martin & Co
Tennessee
$2.12M -$103K -640 -5%
AFS
1517
Aft Forsyth & Sober
Florida
$2.12M +$88.2K +550 +4%
FSC
1518
Full Sail Capital
Oklahoma
$2.11M +$316K +1,972 +17%
FCCM
1519
First City Capital Management
Georgia
$2.1M -$30.9K -193 -1%
NF
1520
Nvest Financial
New Hampshire
$2.1M -$394K -2,455 -16%
SSI
1521
Scott & Selber Inc
Texas
$2.1M +$24.7K +154 +1%
SAG
1522
SageView Advisory Group
California
$2.09M +$167K +1,044 +9%
SIA
1523
Schear Investment Advisers
Ohio
$2.09M +$24.2K +151 +1%
DC
1524
DeDora Capital
California
$2.09M +$201K +1,253 +10%
BHBT
1525
Burke & Herbert Bank & Trust
Virginia
$2.09M -$259K -1,614 -11%

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.