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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
IGGA
2151
Iron Gate Global Advisors
Utah
$859K -$802 -5 -0.1%
SFS
2152
Strategic Financial Services
New York
$855K +$36.1K +225 +4%
WDG
2153
Wealth Dimensions Group
Ohio
$855K -$19.9K -124 -2%
VF
2154
Virtu Financial
New York
$852K +$868K +5,417 New
RCG
2155
Regatta Capital Group
California
$851K +$93.9K +586 +12%
RFM
2156
Royal Fund Management
Florida
$850K -$962 -6 -0.1%
PCMM
2157
Piedmont Capital Management (Montana)
Montana
$849K -$10.3K -64 -1%
FMP
2158
Financial Management Professionals
Texas
$846K +$14.9K +93 +2%
GGS
2159
Galvin Gaustad & Stein
Arizona
$845K -$281K -1,751 -25%
MFWP
2160
Mosaic Family Wealth Partners
Missouri
$845K -$15.2K -95 -2%
CAM
2161
CPA Asset Management
Florida
$839K +$1.6K +10 +0.2%
SC
2162
Sierra Capital
Florida
$839K +$34.3K +214 +4%
AWM
2163
Angeles Wealth Management
California
$839K +$54.8K +342 +7%
RZH
2164
Relyea Zuckerberg Hanson
Connecticut
$838K -$109K -677 -11%
KC
2165
Kingfisher Capital
North Carolina
$838K +$54.3K +339 +7%
ACP
2166
Aviance Capital Partners
Florida
$835K +$481 +3 +0.1%
IWM
2167
Integris Wealth Management
California
$834K
SFC
2168
Strategic Financial Concepts
Texas
$834K -$26K -162 -3%
BCA
2169
Bray Capital Advisors
Florida
$832K -$31.4K -196 -4%
IIA
2170
Integral Investment Advisors
California
$832K -$9.3K -58 -1%
GAM
2171
Gemmer Asset Management
California
$831K +$37K +231 +5%
AAG
2172
Armstrong Advisory Group
Massachusetts
$829K +$12.8K +80 +2%
TWP
2173
Total Wealth Planning
Ohio
$828K +$8.82K +55 +1%
FWA
2174
FSM Wealth Advisors
Ohio
$825K +$145K +906 +21%
WAM
2175
WFA Asset Management
Wisconsin
$823K -$33.3K -208 -4%

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.