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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
OCM
2526
Objective Capital Management
Ohio
$380K +$12K +79 +3%
SNBOSCI
2527
Security National Bank of Sioux City Iowa
Iowa
$380K +$18.8K +123 +5%
EBA
2528
Eagle Bay Advisors
New York
$379K +$67.3K +441 +20%
CF
2529
Clarity Financial
Texas
$379K +$90.9K +596 +29%
KW
2530
KWB Wealth
California
$378K -$4.58K -30 -1%
PS
2531
Planned Solutions
California
$378K +$305 +2 +0.1%
WA
2532
Wealth Architects
California
$376K -$14.9K -98 -4%
SCM
2533
Silvant Capital Management
Georgia
$376K
SFM
2534
Signet Financial Management
New Jersey
$376K +$6.41K +42 +2%
KWMG
2535
King Wealth Management Group
Florida
$375K +$24.4K +160 +7%
MCM
2536
Morton Capital Management
California
$375K -$23.5K -154 -6%
MIA
2537
MMBG Investment Advisors
Florida
$374K
VW
2538
Vance Wealth
California
$374K +$15.9K +104 +4%
PCM
2539
Pointe Capital Management
Michigan
$373K
PWM
2540
Palumbo Wealth Management
New York
$373K +$3.51K +23 +0.9%
ACM
2541
Armbruster Capital Management
New York
$372K
HFP
2542
Holistic Financial Partners
Indiana
$371K +$30.7K +201 +8%
SVCP
2543
Silicon Valley Capital Partners
California
$370K +$393K +2,578 New
SMF
2544
Sterling Manor Financial
New York
$368K +$5.18K +34 +1%
TSWM
2545
Tyler-Stone Wealth Management
Ohio
$366K
DWM
2546
Denver Wealth Management
Colorado
$366K +$49.4K +324 +15%
CAM
2547
Concorde Asset Management
Michigan
$366K +$51.4K +337 +15%
OWA
2548
Opal Wealth Advisors
New York
$365K +$5.18K +34 +1%
SAMT
2549
Select Asset Management & Trust
Pennsylvania
$365K +$25.2K +165 +7%
APW
2550
Acima Private Wealth
Virginia
$364K

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.