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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
HIM
2976
Hillsdale Investment Management
Ontario, Canada
$54K +$32K +210 +127%
WWP
2977
WR Wealth Planners
Missouri
$53.3K +$305 +2 +0.5%
DCM
2978
Disciplina Capital Management
Tennessee
$50.3K +$7.01K +46 +15%
CM
2979
Cornerstone Management
Georgia
$49.4K
CDIA
2980
Capital Directions Investment Advisors
Georgia
$49K -$51.9K -340 Closed
AWMS
2981
Advocacy Wealth Management Services
Georgia
$47K
NOI
2982
Newton One Investments
Delaware
$47K
RAM
2983
Riggs Asset Management
Pennsylvania
$47K
BCPWM
2984
Bradley & Co Private Wealth Management
Florida
$46K
HC
2985
Hoese & Co
Minnesota
$46K
WA
2986
Win Advisors
Florida
$46K +$763 +5 +2%
GA
2987
GoalVest Advisory
New York
$45K -$47.1K -309 -50%
OIS
2988
Okabena Investment Services
Minnesota
$43K -$53.1K -348 -54%
SWM
2989
Stapp Wealth Management
Washington
$42K +$44.8K +294 New
FCG
2990
Financial Connections Group
California
$39K -$44.5K -292 -51%
PI
2991
PFS Investments
Georgia
$34K +$4.23M +27,714 +13%
CWA
2992
Carolina Wealth Advisors
South Carolina
$34K
PFA
2993
Professional Financial Advisors
Nebraska
$34K
ACK
2994
Andrew C. Karlinski
$32K -$1.37K -9 -4%
AWM
2995
Avondale Wealth Management
Texas
$32K
APW
2996
Axim Planning & Wealth
Ohio
$32K
CH
2997
Canton Hathaway
Rhode Island
$32K
OCM
2998
Orion Capital Management
California
$32K
CIA
2999
Capital Impact Advisors
Massachusetts
$31K -$11K -72 -25%
PCC
3000
Park Circle Company
Maryland
$29K

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.