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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
IA
2551
Integrity Advisory
Kansas
$364K +$2.75K +18 +0.7%
GM
2552
GeoWealth Management
Illinois
$363K -$154K -1,011 -29%
SIC
2553
SFE Investment Counsel
California
$363K -$7.63K -50 -2%
SA
2554
SRH Advisors
Kansas
$363K
CIP
2555
Capital Insight Partners
Arizona
$362K +$75.5K +495 +24%
FSWA
2556
Financial Synergies Wealth Advisors
Texas
$361K +$40K +262 +12%
AT
2557
American Trust
Kentucky
$361K -$9.15K -60 -2%
SFG
2558
Sovereign Financial Group
Connecticut
$359K -$915 -6 -0.2%
DMC
2559
Drexel Morgan & Co
Pennsylvania
$359K
WA
2560
WestEnd Advisors
North Carolina
$358K -$18.6M -121,851 -98%
WIC
2561
Wilkins Investment Counsel
Massachusetts
$357K -$3.81K -25 -1%
BC
2562
Bridgefront Capital
Texas
$357K +$133K +872 +54%
LSC
2563
Lesa Sroufe & Co
Washington
$354K +$376K +2,465 New
SHJ
2564
Sharkey, Howes & Javer
Colorado
$353K -$46.4K -304 -11%
RCWM
2565
Royal Capital Wealth Management
Indiana
$353K +$1.22K +8 +0.3%
AWP
2566
Abacus Wealth Partners
California
$353K -$1.52K -10 -0.4%
AWMG
2567
Alliance Wealth Management Group
New Jersey
$352K
DWP
2568
Destiny Wealth Partners
Florida
$352K
TCM
2569
Towercrest Capital Management
Pennsylvania
$352K
ABLA
2570
Alan B. Lancz & Associates
Ohio
$351K
VFP
2571
Verus Financial Partners
Virginia
$351K +$57.5K +377 +21%
WOSD
2572
WFA of San Diego
California
$350K -$8.23K -54 -2%
HWM
2573
HFR Wealth Management
New York
$349K
JF
2574
Jump Financial
Illinois
$348K -$709K -4,651 -66%
BFAG
2575
Blackston Financial Advisory Group
Florida
$348K +$2.75K +18 +0.9%

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.