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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
HF
3001
Halpern Financial
Virginia
$28.3K +$6.1K +40 +25%
RBC
3002
Roble Belko & Company
Pennsylvania
$27K -$15.1K -99 -34%
AIM
3003
Axiom Investment Management
New York
$26K +$27.8K +182 New
NC
3004
NewSquare Capital
Pennsylvania
$25K -$28.7K -188 -52%
MGIM
3005
M&G Investment Management
United Kingdom
$24K +$903K +5,921 +4%
MWC
3006
MBM Wealth Consultants
Missouri
$23K -$22.9K -150 -50%
LWP
3007
Laurel Wealth Planning
Minnesota
$23K
YAL
3008
Your Advocates Ltd
Texas
$22K
DBG
3009
De Burlo Group
Massachusetts
$21.6K -$18.3M -119,838 -100%
NL
3010
NVWM LLC
Pennsylvania
$21K -$2.29K -15 -9%
WAM
3011
Worth Asset Management
Texas
$20K -$23.8K -156 -53%
DTIM
3012
Danda Trouve Investment Management
Kansas
$20K
ST
3013
Sageworth Trust
Pennsylvania
$19K
SPWG
3014
Sage Private Wealth Group
Illinois
$18K -$153 -1 -0.8%
KIG
3015
Kessler Investment Group
Indiana
$18K +$19.1K +125 New
BAM
3016
Byrne Asset Management
New Jersey
$17K -$1.52K -10 -8%
ARIS
3017
Advanced Research Investment Solutions
California
$17K
BAM
3018
Baldrige Asset Management
Pennsylvania
$17K
UFF
3019
USA Financial Formulas
Michigan
$15K -$840K -5,507 -98%
WIM
3020
Westside Investment Management
California
$14.6K +$51.1K +335 +21%
DMKJ
3021
David M. Knott Jr
$14K
EA
3022
Evolution Advisers
Virginia
$14K
VFIC
3023
Valley Forge Investment Consultants
Pennsylvania
$14K
FGAM
3024
Financial Gravity Asset Management
Texas
$12K -$380K -2,489 -42%
CWM
3025
Cranbrook Wealth Management
Michigan
$12K

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.