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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
SC
2951
Stephens Consulting
Michigan
$92.5K +$4.88K +32 +5%
RA
2952
Rise Advisors
New York
$92K +$47.7K +313 +96%
MFT
2953
Moisand Fitzgerald Tamayo
Florida
$88K +$12.5K +82 +16%
MSFP
2954
Mark Sheptoff Financial Planning
Connecticut
$86K
MUMSS
2955
Mitsubishi UFJ Morgan Stanley Securities
Japan
$86K +$67.1K +440 +275%
JWBC
2956
John W. Brooker & Co
California
$85K
OA
2957
Operose Advisors
Wisconsin
$82K +$23.6K +155 +37%
MW
2958
Milestone Wealth
New York
$80K
RWML
2959
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$77.2K +$305 +2 +0.4%
LD
2960
Lipe & Dalton
New York
$77K
DWA
2961
Delos Wealth Advisors
Texas
$77K +$153 +1 +0.2%
LFA
2962
Level Financial Advisors
New York
$76K
AWM
2963
Abound Wealth Management
Tennessee
$74.2K +$78.7K +516 New
GAG
2964
Goodman Advisory Group
Massachusetts
$72K
LFASL
2965
Lugano Financial Advisors SA (LFA)
Switzerland
$72K
APP
2966
Alpha Paradigm Partners
Illinois
$68K -$159K -1,045 -69%
IHWM
2967
Iron Horse Wealth Management
Iowa
$68K -$77.9K -511 -52%
CPFP
2968
Clear Perspectives Financial Planning
Ohio
$67K -$72.1K -473 -50%
CWM
2969
CarsonAllaria Wealth Management
Illinois
$61K +$25.6K +168 +66%
PWP
2970
Principle Wealth Partners
Connecticut
$60.5K -$121K -792 -2%
MCM
2971
Magnolia Capital Management
New York
$57K
TCM
2972
Tradewinds Capital Management
Washington
$57K +$4.58K +30 +8%
BSWA
2973
Bromfield Sneider Wealth Advisors
Massachusetts
$56K
CQS
2974
Credential Qtrade Securities
$55.9K +$1.98K +13 +3%
CAL
2975
Capital Advisors Ltd
Ohio
$55K -$1.83K -12 -3%

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.