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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
TA
401
TruWealth Advisors
Louisiana
$20.6M +$985K +6,460 +5%
BSA
402
Braun Stacey Associates
New York
$20.4M -$864K -5,668 -4%
PWP
403
Private Wealth Partners
California
$20.4M -$67.9K -445 -0.3%
KRS
404
Kentucky Retirement Systems
Kentucky
$20.3M -$741K -4,860 -3%
EMPI
405
Elo Mutual Pension Insurance
Finland
$20.1M -$2.03M -13,322 -9%
TA
406
Tiedemann Advisors
New York
$20.1M +$1.23M +8,049 +6%
NB
407
Norinchukin Bank
Japan
$20M +$215K +1,410 +1%
TI
408
Tidal Investments
Wisconsin
$19.9M -$94.4K -619 -0.4%
Cohen & Steers
409
Cohen & Steers
New York
$19.9M +$2.85M +18,718 +16%
WIM
410
WealthPlan Investment Management
Nebraska
$19.8M +$17.5M +114,590 New
AAM
411
Abeille Asset Management
France
$19.7M -$23.6M -154,865 -53%
IAIM
412
Industrial Alliance Investment Management
Quebec, Canada
$19.6M +$2.91M +19,095 +16%
FMII
413
Farmers & Merchants Investments Inc
Nebraska
$19.6M -$13.9K -91 -0.1%
CDH
414
Charles D. Hyman
$19.4M +$350K +2,298 +2%
ESB
415
Essex Savings Bank
Connecticut
$19.3M -$26.2K -172 -0.1%
RIL
416
Rothschild Investment LLC
Illinois
$19.2M -$133K -869 -0.6%
Carson Wealth (CWM LLC)
417
Carson Wealth (CWM LLC)
Nebraska
$19.2M +$647K +4,241 +3%
GD
418
Grandfield & Dodd
New York
$19.2M +$186K +1,221 +0.9%
BCM
419
Brookstone Capital Management
Illinois
$18.8M -$1.15M -7,543 -6%
HCMT
420
Highland Capital Management (Tennessee)
Tennessee
$18.7M -$217K -1,423 -1%
BBA
421
BLB&B Advisors
Pennsylvania
$18.7M +$506K +3,317 +3%
LBC
422
Lowe Brockenbrough & Co
Virginia
$18.7M -$815K -5,344 -4%
ASN
423
Advisory Services Network
Georgia
$18.7M +$302K +1,979 +2%
Macquarie Group
424
Macquarie Group
Australia
$18.7M -$6.42M -42,106 -24%
IWA
425
Icon Wealth Advisors
Texas
$18.6M +$19.8M +129,549 New

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.