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
SCM
2801
Stonehearth Capital Management
Massachusetts
$238K +$26.8K +176 +12%
SC
2802
Saturna Capital
Washington
$238K +$39K +256 +18%
WF
2803
Whelan Financial
California
$238K +$253K +1,656 New
FWSM
2804
First Wilshire Securities Management
California
$237K
OFW
2805
Omnia Family Wealth
Florida
$237K
SRG
2806
SBB Research Group
Illinois
$237K +$2.29K +15 +0.9%
AFS
2807
AFG Fiduciary Services
Massachusetts
$237K +$3.66K +24 +1%
JWWM
2808
Johnson & White Wealth Management
Pennsylvania
$237K +$252K +1,651 New
RCG
2809
Resource Consulting Group
Florida
$236K +$251K +1,645 New
LRWA
2810
Long Run Wealth Advisors
New York
$235K -$31.6K -207 -11%
SFA
2811
Source Financial Advisors
New York
$235K +$16.6K +109 +7%
SL
2812
Sentinus LLC
Illinois
$235K +$250K +1,636 New
EAM
2813
Eukles Asset Management
Ohio
$234K +$16K +105 +7%
GCP
2814
GSA Capital Partners
United Kingdom
$234K +$249K +1,631 New
IAG
2815
Investment Advisory Group
Massachusetts
$233K
LCM
2816
Liberty Capital Management
Michigan
$233K
WA
2817
Wealth Advisors
California
$233K +$20.4K +134 +9%
MWA
2818
Miller Wealth Advisors
Colorado
$232K
CPC
2819
Congress Park Capital
New York
$231K -$606K -3,975 -71%
GA
2820
Geller Advisors
New York
$231K -$56K -367 -19%
MAM
2821
McCarthy Asset Management
California
$231K -$36.1K -237 -13%
OBWP
2822
O'Brien Wealth Partners
Massachusetts
$231K +$3.35K +22 +1%
WW
2823
Westshore Wealth
California
$230K
TF
2824
TimeScale Financial
Massachusetts
$230K +$19.4K +127 +9%
TAM
2825
Tucker Asset Management
Colorado
$229K +$28.8K +189 +18%

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.