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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
GC
1626
Gratus Capital
Georgia
$1.85M -$37.5K -234 -2%
CAS
1627
Coppell Advisory Solutions
Texas
$1.85M +$342K +2,131 +22%
WPA
1628
West Paces Advisors
Georgia
$1.85M -$9.62K -60 -0.5%
LNB
1629
Ledyard National Bank
$1.84M +$137K +855 +8%
HIC
1630
Holderness Investments Company
North Carolina
$1.84M +$119K +745 +7%
AFA
1631
Abacus FCF Advisors
Florida
$1.84M +$82.9K +517 +5%
CPIA
1632
Cornell Pochily Investment Advisors
New York
$1.84M +$4.81K +30 +0.3%
WCBA
1633
Weaver C. Barksdale & Associates
Tennessee
$1.84M -$115K -719 -6%
FF
1634
Fluent Financial
Texas
$1.84M -$3.15M -19,645 -63%
HCM
1635
Hollencrest Capital Management
California
$1.83M +$46K +287 +3%
CCWA
1636
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.82M -$212K -1,325 -10%
MPPW
1637
Mitchell & Pahl Private Wealth
Oklahoma
$1.82M +$51.3K +320 +3%
BC
1638
Blackhill Capital
New Jersey
$1.82M
PB
1639
Pinnacle Bancorp
Nebraska
$1.82M +$55.2K +344 +3%
MGAM
1640
McGowan Group Asset Management
Texas
$1.81M +$68K +424 +4%
MSR
1641
Main Street Research
Connecticut
$1.81M +$39.6K +247 +2%
NCM
1642
Neumann Capital Management
California
$1.81M -$30.5K -190 -2%
IIA
1643
ICW Investment Advisors
Arizona
$1.81M +$49.1K +306 +3%
PSB
1644
Piscataqua Savings Bank
New Hampshire
$1.81M -$7.21K -45 -0.4%
HIC
1645
Harvey Investment Company
Kentucky
$1.8M
CWAG
1646
Compton Wealth Advisory Group
Virginia
$1.8M -$9.78K -61 -0.5%
OPCM
1647
Osborne Partners Capital Management
California
$1.79M -$34.8K -217 -2%
MWAM
1648
Manhattan West Asset Management
California
$1.79M +$297K +1,852 +19%
NP
1649
NorthRock Partners
Minnesota
$1.78M +$49.9K +311 +3%
BBNA
1650
Bremer Bank National Association
Minnesota
$1.78M -$57.1K -356 -3%

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.