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
Loomis, Sayles & Company
2576
Loomis, Sayles & Company
Massachusetts
$347K +$285K +1,868 +341%
AWAP
2577
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$346K -$13.6K -89 -4%
SCP
2578
Silverleafe Capital Partners
Tennessee
$346K -$5.18K -34 -1%
PHAM
2579
Palisades Hudson Asset Management
Florida
$346K +$2.75K +18 +0.8%
JBA
2580
Johnson Bixby & Associates
Washington
$345K +$29.7K +195 +9%
HWMA
2581
Heritage Wealth Management (Arizona)
Arizona
$344K +$45.3K +297 +14%
PWC
2582
PYA Waltman Capital
Tennessee
$344K +$234K +1,537 +179%
LSA
2583
L & S Advisors
California
$343K -$889K -5,828 -71%
ACM
2584
Alethea Capital Management
Washington
$343K +$364K +2,384 New
SFC
2585
SYM Financial Corp
Indiana
$342K -$1.22K -8 -0.3%
TC
2586
TAP Consulting
Missouri
$341K +$32.2K +211 +10%
AIP
2587
Almanack Investment Partners
Pennsylvania
$340K -$290K -1,902 -45%
CA
2588
CastleArk Alternatives
Illinois
$338K
BWM
2589
Baystate Wealth Management
Massachusetts
$338K +$1.68K +11 +0.5%
UFA
2590
US Financial Advisors
Massachusetts
$336K
NPF
2591
Norris Perne & French
Michigan
$336K +$16.6K +109 +5%
BWS
2592
Buck Wealth Strategies
Colorado
$335K +$303K +1,990 New
LC
2593
Landaas & Company
Wisconsin
$335K
WS
2594
Wela Strategies
Georgia
$335K +$27K +177 +8%
OIM
2595
Oder Investment Management
California
$334K -$8.54K -56 -2%
ACM
2596
AUA Capital Management
Pennsylvania
$334K +$610 +4 +0.2%
NWM
2597
Northcape Wealth Management
New York
$334K +$355K +2,325 New
FFG
2598
Frisch Financial Group
New York
$333K +$1.83K +12 +0.5%
SFG
2599
Sather Financial Group
Texas
$332K
AFC
2600
AFT Forsyth & Company
Florida
$332K +$30.5K +200 +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.