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
DGI
2751
Disciplined Growth Investors
Minnesota
$255K
CJFS
2752
Coulter & Justus Financial Services
Tennessee
$254K +$610 +4 +0.2%
TWP
2753
Transparent Wealth Partners
Arkansas
$254K +$2.29K +15 +0.9%
KCM
2754
KRS Capital Management
Michigan
$254K +$14.9K +98 +6%
IA
2755
Inspire Advisors
Idaho
$254K +$34.3K +225 +15%
CFS
2756
Capital Financial Services
New York
$254K +$269K +1,765 New
PWA
2757
Phoenix Wealth Advisors
North Carolina
$253K -$3.81K -25 -1%
TCBWMS
2758
Texas Capital Bank Wealth Management Services
Texas
$252K -$153 -1 -0.1%
JAM
2759
Jupiter Asset Management
United Kingdom
$252K +$39.7K +260 +17%
Wealth Enhancement Advisory Services
2760
Wealth Enhancement Advisory Services
Minnesota
$251K -$38.7K -254 -14%
BAM
2761
Bellevue Asset Management
Washington
$251K +$458 +3 +0.2%
HHRDM
2762
H&H Retirement Design & Management
Nevada
$250K -$44.2K -290 -16%
BWM
2763
BCGM Wealth Management
Indiana
$250K -$16.2K -106 -7%
MGWM
2764
Marks Group Wealth Management
Minnesota
$250K +$16.6K +109 +7%
RTS
2765
Round Table Services
New Jersey
$250K +$17.4K +114 +7%
HCMG
2766
Howard Capital Management Group
California
$249K
IRC
2767
Investors Research Corp
Georgia
$249K +$2.29K +15 +0.9%
WAS
2768
Winch Advisory Services
Wisconsin
$249K +$6.86K +45 +3%
FSC
2769
Full Sail Capital
Oklahoma
$248K -$134K -876 -34%
CWM
2770
Cedar Wealth Management
California
$248K -$114K -746 -30%
AWA
2771
Acorn Wealth Advisors
Michigan
$248K -$13K -85 -5%
KWS
2772
Keystone Wealth Services
California
$248K -$2.29K -15 -0.9%
PM
2773
Penbrook Management
New York
$247K -$12.7K -83 -5%
WIM
2774
Warwick Investment Management
Texas
$247K +$305 +2 +0.1%
GWAG
2775
Garrett Wealth Advisory Group
Texas
$247K +$4.58K +30 +2%

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.