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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
CA
2601
Corrado Advisors
New Jersey
$330K +$35.5K +233 +11%
CP
2602
Camelot Portfolios
Ohio
$326K -$169K -1,105 -33%
WWM
2603
Wolff Wiese Magana
California
$326K -$25.9K -170 -7%
PFA
2604
Pettinga Financial Advisors
Indiana
$326K -$3.81K -25 -1%
KOMWMG
2605
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$326K +$1.52K +10 +0.4%
MCM
2606
Manchester Capital Management
Vermont
$324K -$48.5K -318 -12%
CSIA
2607
Carl Stuart Investment Advisor
Texas
$324K
FPTW
2608
Franklin, Parlapiano, Turner & Welch
Texas
$324K
ICM
2609
IMS Capital Management
Oregon
$324K +$14.9K +98 +5%
SLA
2610
Silver Lake Advisory
Utah
$323K -$12K -79 -3%
SHWM
2611
Silicon Hills Wealth Management
Texas
$323K -$3.2K -21 -0.9%
NCM
2612
Northwest Capital Management
Oregon
$323K +$8.08K +53 +2%
NFG
2613
Nadler Financial Group
Illinois
$322K -$11.3K -74 -3%
CCP
2614
Carmel Capital Partners
California
$321K -$6.41K -42 -2%
SCG
2615
Sonata Capital Group
Washington
$320K
TCB
2616
Texas Capital Bancshares
Texas
$319K -$458 -3 -0.1%
TFP
2617
Triune Financial Partners
Kansas
$319K +$3.05K +20 +0.9%
MHWM
2618
Montz Harcus Wealth Management
Louisiana
$318K -$1.98K -13 -0.6%
WBG
2619
Wharton Business Group
Pennsylvania
$318K
B
2620
Bensler
Washington
$318K -$153 -1 -0%
MF
2621
Meridian Financial
Massachusetts
$317K -$153 -1 -0%
T
2622
TRUADVICE
Florida
$317K +$41.6K +273 +19%
P
2623
Paradiem
Louisiana
$316K
MWP
2624
Madison Wealth Partners
Wisconsin
$316K +$2.59K +17 +0.8%
FI
2625
Fractal Investments
Connecticut
$316K +$336K +2,200 New

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.