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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
APW
2701
Aurora Private Wealth
New Jersey
$278K +$81.7K +536 +38%
SBF
2702
Sara-Bay Financial
Florida
$277K
DCBT
2703
Dakota Community Bank & Trust
North Dakota
$277K +$294K +1,929 New
SFP
2704
Sterling Financial Planning
New Jersey
$276K
CSPAM
2705
Cary Street Partners Asset Management
Virginia
$276K +$4.58K +30 +2%
IVP
2706
Intrinsic Value Partners
Arizona
$275K
MA
2707
Mezzasalma Advisors
New Jersey
$275K
MRWM
2708
ML&R Wealth Management
Texas
$275K +$2.59K +17 +0.9%
WAOI
2709
Wealth Advisors of Iowa
Iowa
$275K +$52.8K +346 +22%
WCM Investment Management
2710
WCM Investment Management
California
$274K
AWM
2711
AllSquare Wealth Management
New York
$273K
MAC
2712
Mason & Associates (California)
California
$273K
SSW
2713
Stone Summit Wealth
Florida
$273K
MCM
2714
MV Capital Management
Maryland
$273K +$26.4K +173 +10%
BONST
2715
Bank of Nova Scotia Trust
Ontario, Canada
$272K -$305 -2 -0.1%
TI
2716
Truepoint Inc
Ohio
$272K +$289K +1,892 New
GWA
2717
GGM Wealth Advisors
Maryland
$271K -$15.1K -99 -6%
AL
2718
ADE LLC
Maryland
$271K
TCMP
2719
Thrive Capital Management (Pennsylvania)
Pennsylvania
$271K +$63K +413 +28%
QPW
2720
Quantum Private Wealth
Florida
$271K +$288K +1,887 New
WWM
2721
Windsor Wealth Management
Indiana
$270K -$11.1K -73 -4%
KFS
2722
Kelly Financial Services
Massachusetts
$270K +$305 +2 +0.1%
ODG
2723
O'Dell Group
Ohio
$269K -$103K -676 -27%
RWG
2724
Regal Wealth Group
California
$269K
CCM
2725
Check Capital Management
California
$269K +$1.83K +12 +0.6%

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.