We are live on ! Find out more
CVX icon

Chevron

3,051 hedge funds and large institutions have $196B invested in Chevron in 2022 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 1,485 increasing their positions, 1,121 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 82

32% more repeat investments, than reductions

Existing positions increased: 1,485 | Existing positions reduced: 1,121

21% more funds holding in top 10

Funds holding in top 10: 227274 (+47)

13% more call options, than puts

Call options by funds: $3.85B | Put options by funds: $3.42B

0% less funds holding

Funds holding: 3,0543,051 (-3)

0.21% less ownership

Funds ownership: 69.75%69.54% (-0.21%)

1% less capital invested

Capital invested by funds: $198B → $196B (-$1.93B)

Holders
3,051
Holders Change
-3
Holders Change %
-0.1%
% of All Funds
52.55%
Holding in Top 10
274
Holding in Top 10 Change
+47
Holding in Top 10 Change %
+20.7%
% of All Funds
4.72%
New
128
Increased
1,485
Reduced
1,121
Closed
82
Calls
$3.85B
Puts
$3.42B
Net Calls
+$429M
Net Calls Change
+$339M
Name Holding Trade Value Shares
Change
Change in
Stake
CWG
2501
Crown Wealth Group
North Carolina
$398K +$179K +1,173 +74%
D
2502
Diversified
Delaware
$398K +$422K +2,770 New
RBFC
2503
Roman Butler Fullerton & Co
Missouri
$395K -$137K -899 -26%
FW
2504
FirstPurpose Wealth
Utah
$395K +$18.5K +121 +5%
OWA
2505
One Wealth Advisors
California
$394K +$130K +852 +45%
Bank of Montreal
2506
Bank of Montreal
Ontario, Canada
$394K -$46.5M -304,740 -10%
RIA
2507
Richwood Investment Advisors
Ohio
$393K
SAS
2508
Stelac Advisory Services
New York
$393K
HCC
2509
Hirtle Callaghan & Co
Pennsylvania
$393K +$9.3K +61 +2%
LF
2510
Lee Financial
Texas
$393K +$30K +197 +8%
HFA
2511
High Falls Advisors
New York
$392K +$416K +2,726 New
BC
2512
Bowman & Company
Wisconsin
$389K +$16.8K +110 +4%
PTC
2513
Petrus Trust Company
Texas
$389K +$413K +2,710 New
JF
2514
JSF Financial
California
$388K -$1.52K -10 -0.4%
JWS
2515
Juncture Wealth Strategies
Arizona
$388K +$112K +735 +37%
MA
2516
McBroom & Associates
Nevada
$388K +$412K +2,700 New
BEC
2517
Blue Edge Capital
Virginia
$388K
PWAC
2518
Private Wealth Advisors (California)
California
$387K +$1.52K +10 +0.4%
CMI
2519
Clare Market Investments
Texas
$384K +$408K +2,675 New
SCA
2520
Southern Capital Advisors
Tennessee
$384K -$2.9K -19 -0.7%
ACM
2521
Ashford Capital Management
Delaware
$384K
SCA
2522
Stillwater Capital Advisors
Pennsylvania
$382K -$102K -666 -20%
BP
2523
Broadleaf Partners
Ohio
$381K -$6.56K -43 -2%
TFCP
2524
Twin Focus Capital Partners
Massachusetts
$381K -$305 -2 -0.1%
PFC
2525
Phocas Financial Corp
California
$380K

CVX Hedge Fund Activity: Q3 2022 in Review

3,051 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q3 2022, worth a combined $196B — down 0.98% from $198B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new CVX positions and 82 closed out — a net gain of 46 holders — while 1,485 added to existing stakes and 1,121 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $598M. The largest seller was State Street, cutting an estimated $1.17B.

  • 3,051 institutional investors held Chevron (CVX) as of Q3 2022, down from 3,054 in Q2 2022.
  • Funds reported $196B of Chevron stock for Q3 2022, down 0.98% quarter-over-quarter.
  • 128 funds opened new Chevron positions in Q3 2022 and 82 closed out, a net change of +46 holders.
  • The largest Chevron buyer in Q3 2022 was Berkshire Hathaway, an estimated $598M added.
  • The largest Chevron seller in Q3 2022 was State Street, an estimated $1.17B sold.

Based on aggregated 13F filings for Q3 2022.