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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
FP
2626
Financial Perspectives
Minnesota
$315K +$305 +2 +0.1%
TFP
2627
Tilia Fiduciary Partners
North Carolina
$314K +$153 +1 +0.1%
AWS
2628
Arkfeld Wealth Strategies
Nebraska
$314K +$299K +1,961 New
SL
2629
Summitry LLC
California
$313K +$332K +2,176 New
MCA
2630
MSH Capital Advisors
Arizona
$312K -$36.8K -241 -10%
LA
2631
Lakeside Advisors
Washington
$312K
NWM
2632
Northwest Wealth Management
Iowa
$312K +$103K +677 +45%
SC
2633
Solstein Capital
California
$311K -$76.3K -500 -19%
NIC
2634
Northwest Investment Counselors
Oregon
$311K +$43.2K +283 +15%
DM
2635
Diker Management
New York
$310K
EDRIA
2636
Edmonds Duncan Registered Investment Advisors
Kansas
$310K
CA
2637
Claris Advisors
Missouri
$309K -$7.63K -50 -2%
SNBOSD
2638
Security National Bank of So Dak
Iowa
$309K -$3.96K -26 -1%
HFG
2639
Heron Financial Group
New York
$309K
OAM
2640
Occidental Asset Management
California
$309K +$610 +4 +0.2%
QFA
2641
Quantum Financial Advisors
California
$309K +$763 +5 +0.2%
IWA
2642
IVC Wealth Advisors
Pennsylvania
$308K -$5.79K -38 -2%
VBWMG
2643
Von Berge Wealth Management Group
California
$307K
PAIM
2644
Punch & Associates Investment Management
Minnesota
$307K +$763 +5 +0.2%
BIA
2645
Bell Investment Advisors
California
$307K +$8.23K +54 +3%
FA
2646
Fiducient Advisors
Illinois
$306K
BI
2647
Blooom Inc
Kansas
$306K +$4.27K +28 +1%
AWMT
2648
AAFMAA Wealth Management & Trust
North Carolina
$305K +$324K +2,122 New
WCWM
2649
Wooster Corthell Wealth Management
Connecticut
$304K
TLFA
2650
True Link Financial Advisors
California
$304K +$94.1K +617 +41%

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.