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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
JHP
2226
James Hambro & Partners
United Kingdom
$758K
MM
2227
MQS Management
New York
$756K +$770K +4,802 New
QC
2228
Quent Capital
New York
$754K -$20.2K -126 -3%
SCM
2229
Sterneck Capital Management
Missouri
$754K +$14.9K +93 +2%
ECM
2230
Elgethun Capital Management
South Dakota
$753K +$4.97K +31 +0.7%
FC
2231
FCA Corp
Texas
$753K +$206K +1,284 +37%
BB
2232
Bell Bank
North Dakota
$752K +$112K +700 +17%
HIA
2233
HTG Investment Advisors
Connecticut
$750K
TFA
2234
Triad Financial Advisors
North Carolina
$748K +$641 +4 +0.1%
EIA
2235
Eldridge Investment Advisors
New Hampshire
$747K +$42.3K +264 +6%
EBSAM
2236
Eubel Brady & Suttman Asset Management
Ohio
$746K -$3.53K -22 -0.5%
WBC
2237
West Branch Capital
Massachusetts
$746K +$35.9K +224 +5%
SHA
2238
Seneca House Advisors
Virginia
$746K -$8.02K -50 -1%
LFA
2239
Landmark Financial Advisors
Kentucky
$744K -$11.1K -69 -1%
GRQ
2240
Gardner Russo & Quinn
Pennsylvania
$743K -$16.8K -105 -2%
PPWM
2241
Paragon Private Wealth Management
Kentucky
$741K -$8.18K -51 -1%
CQS
2242
Credential Qtrade Securities
$741K +$725K +4,520 +2,366%
GG
2243
Greenwood Gearhart
Arkansas
$740K
AA
2244
Alta Advisers
United Kingdom
$740K
MCCA
2245
Mill Creek Capital Advisors
Pennsylvania
$739K +$127K +794 +20%
CCM
2246
Carderock Capital Management
Maryland
$736K
WP
2247
WealthShield Partners
North Carolina
$736K -$17.5K -109 -2%
VC
2248
Veracity Capital
Georgia
$735K -$19.4K -121 -3%
AP
2249
Atwood & Palmer
Missouri
$734K
AWM
2250
Accel Wealth Management
Iowa
$734K +$237K +1,479 +46%

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.