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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
QCIG
2776
Quad-Cities Investment Group
Iowa
$246K
PFWA
2777
Paces Ferry Wealth Advisors
Georgia
$246K +$5.64K +37 +2%
MCM
2778
Mattern Capital Management
Colorado
$246K +$29K +190 +12%
APC
2779
Aspire Private Capital
North Carolina
$245K -$16.6K -109 -6%
SIA
2780
Strategic Investment Advisors
Michigan
$245K -$3.96K -26 -2%
RWI
2781
Red Wave Investments
Pennsylvania
$245K +$5.49K +36 +2%
JDR
2782
Jay D. Rosenbaum
$245K +$260K +1,705 New
BCIM
2783
Bishop & Co Investment Management
Pennsylvania
$244K -$11.9K -78 -4%
CSA
2784
Cottage Street Advisors
Massachusetts
$244K -$1.68K -11 -0.6%
SIG
2785
Spinnaker Investment Group
California
$244K +$15.3K +100 +6%
MWP
2786
Meridian Wealth Partners
Pennsylvania
$243K -$9.3K -61 -3%
SFP
2787
Shepherd Financial Partners
Massachusetts
$243K +$36.3K +238 +16%
BMCM
2788
Burns Matteson Capital Management
New York
$243K -$5.34K -35 -2%
FWM
2789
Focused Wealth Management
New York
$242K +$18.5K +121 +8%
BBW
2790
Blue Barn Wealth
Utah
$242K +$45.9K +301 +22%
CWM
2791
Collaborative Wealth Management
Florida
$241K -$15.9K -104 -6%
LFG
2792
Leverty Financial Group
Wisconsin
$241K
ML
2793
McAdam LLC
Pennsylvania
$241K +$256K +1,679 New
PCA
2794
Pallas Capital Advisors
Massachusetts
$240K -$46.2K -303 -19%
First Eagle Investment Management
2795
First Eagle Investment Management
New York
$240K -$4.88K -32 -2%
MF
2796
Montis Financial
Massachusetts
$240K +$458 +3 +0.2%
BI
2797
Ballast Inc
Kentucky
$239K
NIM
2798
NuWave Investment Management
New Jersey
$238K -$253K -1,656 -50%
PGA
2799
Portland Global Advisors
Maine
$238K -$67.6K -443 -21%
CSIA
2800
Charles Schwab Investment Advisory
California
$238K -$31.9K -209 -11%

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.