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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
CC
2326
Cornerstone Capital
California
$674K
CCIA
2327
Cherry Creek Investment Advisors
Colorado
$672K +$18.9K +118 +3%
CGH
2328
CMG Global Holdings
Texas
$671K +$1.6K +10 +0.2%
DMBA
2329
Deseret Mutual Benefit Administrators
Utah
$670K
CL
2330
COWA LLC
Oklahoma
$670K -$2.51M -15,644 -79%
UF
2331
Univest Financial
Pennsylvania
$670K
MTIM
2332
Marathon Trading Investment Management
Pennsylvania
$670K -$119K -744 -15%
OMC
2333
Overbrook Management Corp
New York
$669K
FNBSF
2334
First National Bank Sioux Falls
South Dakota
$668K
DWM
2335
Defined Wealth Management
Oregon
$668K +$1.6K +10 +0.2%
DAM
2336
Diamant Asset Management
Connecticut
$668K
HDIM
2337
Hanson & Doremus Investment Management
Vermont
$667K -$13.9K -87 -2%
SMG
2338
Smart Money Group
Texas
$667K +$82.7K +516 +14%
WWMSC
2339
Wagner Wealth Management (South Carolina)
South Carolina
$667K -$53.4K -333 -7%
COCM
2340
Charter Oak Capital Management
New Hampshire
$666K +$18.9K +118 +3%
AFG
2341
Altiora Financial Group
Ohio
$666K +$160 +1 +0%
FGA
2342
Fortis Group Advisors
New Jersey
$664K +$321 +2 +0%
SA
2343
Shilanski & Associates
Alaska
$663K -$2.08K -13 -0.3%
NCMW
2344
Northern Capital Management (Washington)
Washington
$663K
C
2345
CEDRUS
Colorado
$661K +$3.21K +20 +0.5%
CFSG
2346
Clark Financial Services Group
Missouri
$661K -$1.44K -9 -0.2%
AWM
2347
Act Wealth Management
Texas
$660K +$1.6K +10 +0.2%
PFG
2348
Prosperity Financial Group
California
$660K +$50.8K +317 +8%
VSQM
2349
V-Square Quantitative Management
Illinois
$657K +$670K +4,176 New
SP
2350
Successful Portfolios
Florida
$657K -$229K -1,430 -26%

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.