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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
PCWA
1576
Pacific Capital Wealth Advisors
California
$1.95M -$97.3K -607 -5%
IIC
1577
Ironwood Investment Counsel
Arizona
$1.95M -$520K -3,246 -21%
CIP
1578
Convergence Investment Partners
Florida
$1.95M -$49.5K -309 -2%
MSFS
1579
Main Street Financial Solutions
Pennsylvania
$1.95M +$4.97K +31 +0.3%
MCIA
1580
Mountain Capital Investment Advisors
Colorado
$1.94M -$507K -3,165 -21%
BWM
1581
BerganKDV Wealth Management
Minnesota
$1.94M -$101K -627 -5%
MMHP
1582
Murphy Middleton Hinkle & Parker
Georgia
$1.94M -$10.4K -65 -0.5%
TPA
1583
Trivium Point Advisory
Connecticut
$1.93M +$51.1K +319 +3%
AW
1584
Alaethes Wealth
Nevada
$1.93M +$51.1K +319 +3%
CCP
1585
Clarkston Capital Partners
Michigan
$1.93M +$131K +816 +7%
CWAF
1586
Core Wealth Advisors (Florida)
Florida
$1.93M +$120K +750 +7%
CMTU
1587
Capital Markets Trading (UK)
United Kingdom
$1.92M -$938K -5,849 -32%
AA
1588
Aire Advisors
California
$1.92M -$3.37K -21 -0.2%
JSW
1589
Journey Strategic Wealth
New Jersey
$1.92M -$150K -935 -7%
BIM
1590
Baldwin Investment Management
Pennsylvania
$1.92M -$43.3K -270 -2%
AFM
1591
Armstrong Fleming & Moore
District of Columbia
$1.92M +$1.95M +12,184 New
MFP
1592
Meridian Financial Partners
Virginia
$1.91M +$1.96M +12,241 New
CA
1593
Capital Advantage
California
$1.91M -$7.38K -46 -0.4%
NSAM
1594
North Star Asset Management
Wisconsin
$1.91M -$10.1K -63 -0.5%
PL
1595
Parthenon LLC
Kentucky
$1.91M -$61.4K -383 -3%
TWM
1596
TriaGen Wealth Management
California
$1.91M
DTL
1597
Dynamic Technology Lab
Singapore
$1.91M +$1.94M +12,113 New
CWA
1598
Clearview Wealth Advisors
Oregon
$1.9M -$6.25K -39 -0.3%
WA
1599
Waddell & Associates
Tennessee
$1.9M -$152K -948 -7%
GG
1600
Gleason Group
Kentucky
$1.9M +$18.1K +113 +0.9%

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.