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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
SAM
2826
Sequent Asset Management
Texas
$228K -$12.2K -80 -5%
TIA
2827
Tiemann Investment Advisors
California
$227K -$153K -1,000 -39%
AFAS
2828
Acorn Financial Advisory Services
Virginia
$227K -$12.8K -84 -5%
IAP
2829
Indie Asset Partners
Indiana
$227K
BA
2830
Bluesphere Advisors
Pennsylvania
$226K
SWRP
2831
Summit Wealth & Retirement Planning
California
$226K +$153 +1 +0.1%
SWM
2832
Selective Wealth Management
Virginia
$226K +$1.37K +9 +0.6%
FB
2833
First Bancorp
Maine
$226K +$3.81K +25 +2%
OTL
2834
Oak Thistle LLC
New York
$226K +$16.8K +110 +8%
JF
2835
Joule Financial
Kentucky
$226K +$20.3K +133 +9%
CIS
2836
Continental Investors Services
Washington
$225K +$153 +1 +0.1%
AWA
2837
Aaron Wealth Advisors
Illinois
$225K +$238K +1,563 New
PWA
2838
PCG Wealth Advisors
Kansas
$225K +$241K +1,580 New
ACA
2839
Atlas Capital Advisors
Wyoming
$225K -$22.9K -150 -9%
FA
2840
Faithward Advisors
Pennsylvania
$224K -$2.75K -18 -1%
OCPWS
2841
One Charles Private Wealth Services
Massachusetts
$224K +$1.22K +8 +0.5%
FS
2842
Ferguson Shapiro
Georgia
$223K
RMC
2843
Regis Management Company
California
$222K
BA
2844
Bridge Advisory
California
$222K +$13.7K +90 +6%
TLCM
2845
Twin Lakes Capital Management
California
$221K -$209K -1,368 -47%
KNW
2846
Kesler Norman & Wride
Utah
$219K +$15.6K +102 +7%
SHWM
2847
Smith & Howard Wealth Management
Georgia
$219K +$233K +1,526 New
HCP
2848
Holt Capital Partners
Texas
$218K -$944K -6,190 -80%
SQA
2849
Simon Quick Advisors
New Jersey
$218K +$13.6K +89 +6%
SFG
2850
SNS Financial Group
Minnesota
$217K +$8.54K +56 +4%

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.