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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
WFAG
2301
Wescott Financial Advisory Group
Pennsylvania
$689K +$331K +2,066 +89%
TIM
2302
Tortoise Investment Management
New York
$689K +$101K +630 +17%
IAIM
2303
Industrial Alliance Investment Management
Quebec, Canada
$688K -$17.9M -111,400 -96%
HA
2304
Harbor Advisors
Florida
$688K
MAWA
2305
Moss Adams Wealth Advisors
Washington
$687K +$21.2K +132 +3%
SFG
2306
Sterling Financial Group
California
$685K -$3.69K -23 -0.5%
AA
2307
Addison Advisors
Vermont
$683K -$2.08K -13 -0.3%
CPW
2308
Crestmont Private Wealth
Texas
$682K
LA
2309
Latitude Advisors
Florida
$682K +$158K +985 +29%
AT
2310
American Trust
Kentucky
$682K +$200K +1,250 +41%
ARG
2311
Advisory Resource Group
Oklahoma
$681K +$481 +3 +0.1%
SA
2312
SRN Advisors
Pennsylvania
$679K -$20.8K -130 -3%
NED
2313
Nancy E. Dempze
$679K +$123K +769 +22%
BRA
2314
Biechele Royce Advisors
Indiana
$679K +$7.21K +45 +1%
NPA
2315
Nichols & Pratt Advisers
Massachusetts
$679K +$45.7K +285 +7%
CWM
2316
Connecticut Wealth Management
Connecticut
$678K +$129K +802 +23%
SFS
2317
Stiles Financial Services
Minnesota
$678K +$8.98K +56 +1%
AWA
2318
Aaron Wealth Advisors
Illinois
$676K -$2.25K -14 -0.3%
OWA
2319
Opal Wealth Advisors
New York
$676K +$218K +1,360 +46%
NRW
2320
Nova R Wealth
Kansas
$676K -$15.9K -99 -2%
GC
2321
Guidance Capital
Kentucky
$676K +$660K +4,116 New
HT
2322
Headlands Technologies
Illinois
$675K -$658K -4,104 -49%
Holocene Advisors
2323
Holocene Advisors
New York
$675K +$687K +4,288 New
DAM
2324
Derbend Asset Management
Georgia
$675K +$23.1K +144 +3%
OWA
2325
Octavia Wealth Advisors
Ohio
$674K +$59.2K +369 +9%

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.