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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
RWM
1701
RBA Wealth Management
California
$1.66M -$1.92K -12 -0.1%
EFH
1702
Eaton Financial Holdings
Florida
$1.66M -$4.81K -30 -0.3%
BEAM
1703
Baker Ellis Asset Management
Washington
$1.66M +$38.5K +240 +2%
MFC
1704
Mechanics Financial Corp
Ohio
$1.66M +$64.9K +405 +4%
BMO
1705
Beck Mack & Oliver
New York
$1.66M
WIA
1706
World Investment Advisors
California
$1.66M +$202K +1,257 +14%
PA
1707
PSI Advisors
Florida
$1.65M +$307K +1,918 +22%
GAMC
1708
Garner Asset Management Corp
Texas
$1.64M -$413K -2,577 -20%
RWA
1709
Redhawk Wealth Advisors
Minnesota
$1.64M -$126K -783 -7%
BP
1710
BBR Partners
New York
$1.64M +$1.28K +8 +0.1%
PPWP
1711
Proquility Private Wealth Partners
Nevada
$1.64M +$3.21K +20 +0.2%
WMA
1712
Wealth Management Associates
New Jersey
$1.64M -$20K -125 -1%
SIAG
1713
Signet Investment Advisory Group
Rhode Island
$1.64M +$3.37K +21 +0.2%
MYIA
1714
Mount Yale Investment Advisors
Colorado
$1.64M +$1.46M +9,128 +715%
MAA
1715
Mraz Amerine & Associates
California
$1.63M -$52.1K -325 -3%
CIC
1716
Cornercap Investment Counsel
Georgia
$1.62M -$127K -794 -7%
IIM
1717
InTrack Investment Management
Vermont
$1.62M +$193K +1,201 +13%
NW
1718
Naviter Wealth
Arkansas
$1.62M +$191K +1,189 +13%
MIM
1719
Marco Investment Management
Georgia
$1.62M +$12.5K +78 +0.8%
AIM
1720
Aspen Investment Management
Michigan
$1.62M -$15.7K -98 -0.9%
SDAM
1721
Shulman DeMeo Asset Management
New York
$1.62M -$62K -387 -4%
CIA
1722
Cape Investment Advisory
Georgia
$1.62M +$21.6K +135 +1%
DBRC
1723
D.B. Root & Company
Pennsylvania
$1.61M +$24.4K +152 +2%
BLC
1724
Brown, Lisle/Cummings
Rhode Island
$1.61M +$7.54K +47 +0.5%
KIC
1725
Keating Investment Counselors
Florida
$1.61M

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.