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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
IFWM
2251
Institute for Wealth Management
Colorado
$733K -$5.93K -37 -0.8%
FH
2252
FWG Holdings
Florida
$733K +$9.46K +59 +1%
CGA
2253
Crescent Grove Advisors
Illinois
$732K -$87.7K -547 -11%
VCM
2254
Versant Capital Management
Arizona
$729K -$16K -100 -2%
SA
2255
Syntax Advisors
New York
$728K -$24.9K -155 -3%
VCG
2256
Vantage Consulting Group
Virginia
$728K -$24.9K -155 -3%
BA
2257
Ballew Advisors
Mississippi
$728K
JC
2258
JB Capital
Connecticut
$726K -$45.4K -283 -6%
SAF
2259
Smith Anglin Financial
Texas
$726K +$4.17K +26 +0.6%
BFPW
2260
BOK Financial Private Wealth
Colorado
$725K -$396K -2,467 -35%
MPW
2261
Monterey Private Wealth
California
$725K -$96K -599 -12%
FCAG
2262
First Capital Advisors Group
New Jersey
$724K -$160 -1 -0%
RWA
2263
Rainsberger Wealth Advisors
Colorado
$723K -$48.1K -300 -6%
XWM
2264
Xcel Wealth Management
Florida
$723K +$77.8K +485 +12%
GJIA
2265
Glass Jacobson Investment Advisors
Maryland
$719K +$733K +4,572 New
BWA
2266
Blodgett Wealth Advisors
California
$718K +$144K +900 +25%
VEA
2267
Virtus ETF Advisers
New York
$717K -$57.4K -358 -7%
TLA
2268
Tanglewood Legacy Advisors
Texas
$714K
CSWM
2269
Cassady Schiller Wealth Management
Ohio
$713K
SFG
2270
Sovereign Financial Group
Connecticut
$712K +$89.9K +561 +14%
TIM
2271
Tevis Investment Management
Texas
$711K +$16.8K +105 +2%
BOM
2272
Bank of Marin
California
$709K -$21.8K -136 -3%
CF
2273
Clarity Financial
Texas
$707K +$721K +4,496 New
BIA
2274
Barry Investment Advisors
Massachusetts
$707K +$3.37K +21 +0.5%
MA
2275
MKT Advisors
California
$707K -$47.9K -299 -6%

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.