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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
FSG
2676
Financial Strategies Group
Michigan
$291K +$13.9K +91 +5%
E
2677
ETFidea
New York
$289K +$47K +308 +18%
PFA
2678
Pathway Financial Advisors
Vermont
$289K -$9.76K -64 -3%
MF
2679
Manchester Financial
California
$289K -$5.64K -37 -2%
SFG
2680
Sunburst Financial Group
Alabama
$289K +$10.7K +70 +4%
TC
2681
Trust Company
Kansas
$289K +$12.7K +83 +4%
CP
2682
Castleview Partners
Texas
$289K +$303K +1,989 +9,041%
MCC
2683
Malaga Cove Capital
California
$288K
PIMG
2684
Patriot Investment Management Group
Tennessee
$288K
VCM
2685
Virtue Capital Management
Tennessee
$287K -$26.5K -174 -8%
BWM
2686
BigSur Wealth Management
Florida
$287K
SJL
2687
Shayne & Jacobs LLC
Tennessee
$287K
SPWM
2688
Straight Path Wealth Management
Michigan
$287K
TP
2689
Tranquility Partners
Tennessee
$287K
LHEI
2690
Leo H. Evart Inc
California
$286K
AA
2691
ALPS Advisors
Colorado
$285K -$32.6K -214 -10%
HFS
2692
Heritage Financial Services
Massachusetts
$285K -$27.9K -183 -8%
MAM
2693
MMA Asset Management
Pennsylvania
$285K +$7.78K +51 +3%
APA
2694
Astoria Portfolio Advisors
New York
$285K +$52.5K +344 +21%
TPW
2695
Transatlantique Private Wealth
New York
$285K +$87.7K +575 +41%
FWP
2696
Falcon Wealth Planning
California
$284K +$9.3K +61 +3%
AP
2697
Arlington Partners
Alabama
$283K -$39.3K -258 -12%
AA
2698
Aufman Associates
Pennsylvania
$283K +$2.9K +19 +1%
TWM
2699
Triton Wealth Management
Arizona
$282K -$3.35K -22 -1%
BA
2700
BCM Advisors
Louisiana
$278K

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.