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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
AA
2926
AlphaMark Advisors
Kentucky
$137K +$153 +1 +0.1%
CMA
2927
Cedar Mountain Advisors
Oregon
$135K
PP
2928
PrairieView Partners
Minnesota
$131K -$22.9K -150 -14%
AFS
2929
Annapolis Financial Services
Maryland
$131K +$54.4K +357 +64%
MWM
2930
Mascoma Wealth Management
New Hampshire
$129K -$1.98K -13 -1%
DEM
2931
Disciplined Equity Management
Florida
$129K
SFO
2932
Standard Family Office
South Dakota
$129K +$137K +900 New
CA
2933
Centerpoint Advisors
Massachusetts
$127K +$76.3K +500 +130%
EARNEST Partners
2934
EARNEST Partners
Georgia
$126K
SGA
2935
Seaport Global Advisors
Massachusetts
$125K -$48.6K -319 -27%
NF
2936
Norwood Financial
Pennsylvania
$123K
PWMG
2937
Prestige Wealth Management Group
New Jersey
$122K -$25.2K -165 -16%
CYG
2938
Clean Yield Group
Vermont
$121K +$22.9K +150 +22%
TCM
2939
TD Capital Management
Tennessee
$120K +$128K +838 New
SPWM
2940
Spartan Planning & Wealth Management
North Carolina
$118K -$28.1K -184 -18%
TFM
2941
TFC Financial Management
Massachusetts
$113K +$763 +5 +0.6%
PGAM
2942
Princeton Global Asset Management
New Jersey
$112K
PG
2943
Proffitt & Goodson
Tennessee
$107K -$46.1K -302 -29%
MIM
2944
Macroview Investment Management
Maryland
$107K -$11.6K -76 -9%
LWA
2945
Lowe Wealth Advisors
Maryland
$106K
FDCC
2946
Foster Dykema Cabot & Co
Massachusetts
$104K +$38.1K +250 +52%
UIA
2947
Ulland Investment Advisors
Minnesota
$103K
IRAG
2948
Investment Research & Advisory Group
Georgia
$101K
TC
2949
Truvestments Capital
Florida
$100K -$1.22K -8 -1%
SFA
2950
Semmax Financial Advisors
North Carolina
$94K

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.