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
OR
3101
Olympiad Research
Connecticut
-$252K -1,740 Closed
WCWM
3102
Willow Creek Wealth Management
California
-$244K -1,684 Closed
VIA
3103
Vickerman Investment Advisors
Washington
-$237K -1,635 Closed
LWP
3104
Legacy Wealth Planning
Nevada
-$233K -1,612 Closed
DSAM
3105
Dock Street Asset Management
Florida
-$232K -1,602 Closed
BAG
3106
Briggs Advisory Group
Rhode Island
-$225K -1,554 Closed
WI
3107
WBI Investments
New Jersey
-$222K -1,535 Closed
TFO
3108
Tarbox Family Office
California
-$221K -1,527 Closed
RMCM
3109
Reynders McVeigh Capital Management
Massachusetts
-$221K -1,525 Closed
EA
3110
Echo45 Advisors
California
-$220K -1,521 Closed
HIG
3111
Heritage Investment Group
Florida
-$219K -1,515 Closed
HHAA
3112
Henry H. Armstrong Associates
Pennsylvania
-$217K -1,500 Closed
BG
3113
Benedetti & Gucer
Georgia
-$212K -1,458 Closed
EWM
3114
Executive Wealth Management
Michigan
-$205K -1,417 Closed
TW
3115
Towerpoint Wealth
California
-$205K -1,417 Closed
CCM
3116
Chiron Capital Management
Florida
-$200K -1,378 Closed
MIFH
3117
Migdal Insurance & Financial Holdings
Israel
-$178K -1,230 Closed
GKIM
3118
GW&K Investment Management
Massachusetts
-$117K -810 Closed
RIM
3119
Rockbridge Investment Management
New York
-$96.4K -666 Closed
MS
3120
Marshall & Sullivan
Washington
-$86K -600 Closed
RCM
3121
Regency Capital Management
Hawaii
-$87K -600 Closed
JPLA
3122
Joseph P. Lucia & Associates
New York
-$49K -336 Closed
SFG
3123
Steward Financial Group
Texas
-$36K -252 Closed
HFS
3124
HBC Financial Services
Washington
-$28K -200 Closed
BFG
3125
Baron Financial Group
New Jersey
-$25K -173 Closed

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.