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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
AP
426
Americana Partners
Texas
$18.6M +$2.42M +15,874 +14%
O
427
Ossiam
France
$18.5M +$16.2M +106,296 +468%
IIM
428
INTECH Investment Management
Florida
$18.5M +$4.05M +26,556 +26%
BCM
429
BTR Capital Management
California
$18.1M +$59.8K +392 +0.3%
CM
430
Capula Management
Cayman Islands
$18M +$19.1M +125,154 +35,354%
CWM
431
Congress Wealth Management
Massachusetts
$18M +$966K +6,331 +5%
PHAM
432
Pacific Heights Asset Management
California
$18M
JG
433
Jefferies Group
New York
$17.8M +$1.67M +10,932 +10%
IUHSA
434
Itau Unibanco Holding S.A.
Brazil
$17.6M +$12.9M +84,276 +219%
LI
435
LMCG Investments
Massachusetts
$17.6M -$53.8K -353 -0.3%
EWM
436
Evercore Wealth Management
New York
$17.6M +$658K +4,314 +4%
SAM
437
Shell Asset Management
Netherlands
$17.5M -$4.61M -30,211 -20%
MAM
438
Meeder Asset Management
Ohio
$17.4M +$471K +3,089 +3%
DWM
439
Dakota Wealth Management
Florida
$17.4M -$690K -4,522 -4%
EDRH
440
Edmond de Rothschild Holding
Switzerland
$17.3M -$1.15M -7,573 -6%
Walleye Capital
441
Walleye Capital
New York
$17.2M +$16.3M +107,096 +847%
BPA
442
Beacon Pointe Advisors
California
$17.1M -$1.38M -9,045 -7%
ZIG
443
Zurich Insurance Group
Switzerland
$17.1M -$53.9M -353,542 -75%
SC
444
Scotia Capital
Ontario, Canada
$17.1M -$2.6M -17,041 -13%
CTI
445
Community Trust & Investment
Kentucky
$16.9M +$295K +1,933 +2%
IAA
446
Independent Advisor Alliance
North Carolina
$16.9M +$424K +2,778 +2%
H
447
HoyleCohen
California
$16.8M -$162K -1,060 -0.9%
CCB
448
Country Club Bank
Missouri
$16.8M +$418K +2,739 +2%
MIAN
449
Mariner Independent Advisor Network
Kansas
$16.7M +$52.9K +347 +0.3%
BRWA
450
B. Riley Wealth Advisors
Florida
$16.7M +$9.32M +61,137 +111%

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.