Highlights
Institutional holdings in Chevron (NYSE:CVX) increased in the latest quarter, reflecting growing interest from large financial entities.
Several investment firms adjusted their positions in the company, acquiring additional shares in the oil and gas sector.
Chevron remains a key component in various institutional portfolios, with notable firms expanding their stakes.
Institutional Investments in Chevron
Chevron, a prominent player in the oil and gas sector, continues to attract institutional attention, with several firms increasing their holdings in the latest quarter. One of the most notable adjustments came from Empowered Funds LLC, which expanded its position by acquiring additional shares. As of the most recent filing, the firm held over 663,000 shares, reflecting a strategic increase in exposure to Chevron’s operations.
Other financial firms also adjusted their positions in Chevron. Moloney Securities Asset Management LLC expanded its stake by over 14%, surpassing 25,000 shares. Similarly, Wilmington Savings Fund Society FSB raised its holdings by 1.4%, adding to its existing shares in the company.
Expanded Holdings Among Key Institutions
Several institutional investors made modifications to their Chevron holdings in the most recent quarter. D Orazio & Associates Inc. increased its position by over 7%, bringing its total shares to nearly 5,700. This trend extended to Apollon Wealth Management LLC, which raised its stake by over 23%, acquiring more than 15,700 additional shares.
Chevron has been consistently included in institutional portfolios, with firms like Apollon Financial LLC also strengthening their positions. The company now holds more than 2,800 shares after a recent increase.
Widespread Institutional Participation
The continued engagement from institutional investors highlights Chevron’s presence in a broad range of financial portfolios. Hedge funds and other major financial entities collectively hold a significant percentage of the company’s outstanding shares. As adjustments occur within investment portfolios, Chevron remains a prominent name among financial institutions, further reinforcing its standing in the oil and gas sector.
Chevron's Presence in Institutional Portfolios
As of the latest quarter, financial institutions maintain substantial exposure to Chevron (NYSE:CVX). With adjustments seen across multiple firms, institutional interest remains evident in the company’s position within the energy sector. The activity surrounding Chevron’s shares underscores the ongoing role it plays in diverse investment strategies.