We are live on ! Find out more
CVX icon

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
WAM
3026
Wallington Asset Management
Indiana
$12K
TJHA
3027
Thomas J. Herzfeld Advisors
Florida
$12K +$915 +6 +7%
MBFW
3028
Morton Brown Family Wealth
Pennsylvania
$12K +$2.29K +15 +22%
HWP
3029
Highline Wealth Partners
California
$11.1K +$11.7K +77 New
GWMI
3030
Guardian Wealth Management (Illinois)
Illinois
$11K
HGWM
3031
Harvest Group Wealth Management
Massachusetts
$11K
BA
3032
Bellwether Advisors
Nebraska
$11K +$11.4K +75 +3,750%
MS
3033
Mizuho Securities
Japan
$10K -$203K -1,334 -95%
ICM
3034
Islay Capital Management
Texas
$10K +$10.1K +66 +6,600%
FA
3035
Financial Avengers
California
$9K
LFA
3036
Legend Financial Advisors
Pennsylvania
$8.62K +$9.15K +60 New
TVWM
3037
Tower View Wealth Management
Wisconsin
$7K +$153 +1 +2%
KFP
3038
KB Financial Partners
New Jersey
$7K +$3.35K +22 +81%
FIA
3039
FNY Investment Advisers
New York
$6K -$6.56K -43 -48%
AS
3040
Altshuler Shaham
Israel
$4K -$153 -1 -3%
HCM
3041
Horrell Capital Management
Arkansas
$4K
PPWM
3042
PFG Private Wealth Management
Florida
$4K +$2.29K +15 +107%
MOS
3043
MGO One Seven
Ohio
$3.51K -$186K -1,222 -5%
GI
3044
GS Investments
Minnesota
$3K
NDSI
3045
Newman Dignan & Sheerar Inc
Rhode Island
$2.15K +$48.5K +318 +2%
Capstone Investment Advisors
3046
Capstone Investment Advisors
New York
$2K -$8.5M -55,760 -100%
CAM
3047
ClariVest Asset Management
California
$2K -$2.29K -15 -58%
BIM
3048
Baldwin Investment Management
Pennsylvania
$1.92K +$19.7K +129 +1%
ACM
3049
Absolute Capital Management
Pennsylvania
$1.59K +$1.68K +11 New
FA
3050
Fortis Advisors
Pennsylvania
$1K -$6.25K -41 -89%

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.