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Chevron
CVX

3,283 hedge funds and large institutions have $246B invested in Chevron in 2022 Q4 according to their latest regulatory filings, with 402 funds opening new positions, 1,271 increasing their positions, 1,307 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 402 | Existing positions closed: 106

29% more funds holding in top 10

Funds holding in top 10: 274 → 354 (+80)

26% more capital invested

Capital invested by funds: $196B → $246B (+$50.4B)

8% more funds holding

Funds holding: 3,051 → 3,283 (+232)

0.72% more ownership

Funds ownership: 69.54% → 70.27% (+0.72%)

3% less repeat investments, than reductions

Existing positions increased: 1,271 | Existing positions reduced: 1,307

11% less call options, than puts

Call options by funds: $3.96B | Put options by funds: $4.45B

Holders
3,283
Holders Change
+232
Holders Change %
+7.6%
% of All Funds
52.76%
Holding in Top 10
354
Holding in Top 10 Change
+80
Holding in Top 10 Change %
+29.2%
% of All Funds
5.69%
New
402
Increased
1,271
Reduced
1,307
Closed
106
Calls
$3.96B
Puts
$4.45B
Net Calls
-$486M
Net Calls Change
-$915M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.07B
2
BlackRock
BlackRock
New York
+$945M
3
Morgan Stanley
Morgan Stanley
New York
+$648M
4
Lazard Asset Management
Lazard Asset Management
New York
+$418M
5
JP Morgan Chase
JP Morgan Chase
New York
+$292M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$772M
2
Millennium Management
Millennium Management
New York
-$569M
3
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$416M
4
Goldman Sachs
Goldman Sachs
New York
-$413M
5
Bank of America
Bank of America
North Carolina
-$333M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFASL
3376
Lugano Financial Advisors SA (LFA)
Switzerland
– -$72K -500 Closed
APP
3377
Alpha Paradigm Partners
Illinois
– -$68K -475 Closed
AWMS
3378
Advocacy Wealth Management Services
Georgia
– -$47K -294 Closed
SWM
3379
Stapp Wealth Management
Washington
– -$42K -294 Closed
PFA
3380
Professional Financial Advisors
Nebraska
– -$34K -239 Closed
ACK
3381
Andrew C. Karlinski
– -$32K -222 Closed
APW
3382
Axim Planning & Wealth
Ohio
– -$32K -221 Closed
YAL
3383
Your Advocates Ltd
Texas
– -$22K -151 Closed
DBG
3384
De Burlo Group
Massachusetts
– -$21.6K -150 Closed
SPWG
3385
Sage Private Wealth Group
Illinois
– -$18K -124 Closed
ARIS
3386
Advanced Research Investment Solutions
California
– -$17K -115 Closed
WAM
3387
Wallington Asset Management
Indiana
– -$12K -90 Closed
FCAS
3388
First Command Advisory Services
Texas
– -$9.07K -52 -58%
FIA
3389
FNY Investment Advisers
New York
– -$6K -46 Closed
AS
3390
Altshuler Shaham
Israel
– -$4K -28 Closed
ACM
3391
Absolute Capital Management
Pennsylvania
– -$1.59K -11 Closed
132 133 134 135
136

CVX Hedge Fund Activity: Q4 2022 in Review

3,283 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q4 2022, worth a combined $246B — up 26% from $196B a quarter earlier.

Buyers outnumbered sellers: 402 funds opened new CVX positions and 106 closed out — a net gain of 296 holders — while 1,271 added to existing stakes and 1,307 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.07B. The largest seller was Capital World Investors, cutting an estimated $772M.

  • 3,283 institutional investors held Chevron (CVX) as of Q4 2022, up from 3,051 in Q3 2022.
  • Funds reported $246B of Chevron stock for Q4 2022, up 26% quarter-over-quarter.
  • 402 funds opened new Chevron positions in Q4 2022 and 106 closed out, a net change of +296 holders.
  • The largest Chevron buyer in Q4 2022 was T. Rowe Price Associates, an estimated $1.07B added.
  • The largest Chevron seller in Q4 2022 was Capital World Investors, an estimated $772M sold.

Based on aggregated 13F filings for Q4 2022.