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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
RWA
2876
RGT Wealth Advisors
Texas
$208K +$221K +1,446 New
AFA
2877
American Financial Advisors
Georgia
$208K +$221K +1,448 New
AWM
2878
AAF Wealth Management
Massachusetts
$208K +$220K +1,444 New
PP
2879
Pegasus Partners
Wisconsin
$207K -$110K -722 -33%
TWM
2880
TMD Wealth Management
Arizona
$207K +$219K +1,438 New
FWP
2881
Firethorn Wealth Partners
Georgia
$206K -$7.17K -47 -3%
DIS
2882
Diversified Investment Strategies
Louisiana
$206K
FCMC
2883
Founders Capital Management (Connecticut)
Connecticut
$205K
MM
2884
MQS Management
New York
$204K -$669K -4,386 -76%
FCFC
2885
First Citizens Financial Corp
Iowa
$204K -$61K -400 -22%
RWRC
2886
R.W. Roge & Company
New York
$203K +$197K +1,290 New
HH
2887
HWG Holdings
Texas
$203K +$216K +1,415 New
FIM
2888
Fernwood Investment Management
Massachusetts
$202K -$61K -400 -22%
AF
2889
AtlasMark Financial
Texas
$202K
MHB
2890
Midwest Heritage Bank
Iowa
$201K -$7.78K -51 -4%
GSAM
2891
Grant Street Asset Management
Pennsylvania
$201K -$4.58K -30 -2%
OPWM
2892
Oakwell Private Wealth Management
Texas
$201K -$1.98K -13 -0.9%
SIAM
2893
Sterling Investment Advisors (Missouri)
Missouri
$201K
AC
2894
AWM Capital
Arizona
$201K +$172K +1,128 New
SIC
2895
SJS Investment Consulting
Ohio
$201K +$213K +1,397 New
DS
2896
DRW Securities
Illinois
$201K +$214K +1,401 New
ME
2897
McIlrath & Eck
Washington
$195K
FEG
2898
Financial Enhancement Group
Indiana
$193K +$47.3K +310 +30%
RDIA
2899
RE Dickinson Investment Advisors
Iowa
$185K -$2.59K -17 -1%
LPP
2900
Life Planning Partners
Florida
$184K

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.