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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
CVM
576
Cheviot Value Management
California
$11.6M +$34.8K +228 +0.3%
CAM
577
Carret Asset Management
New York
$11.6M -$85.4K -560 -0.7%
AOWM
578
Alpha Omega Wealth Management
Virginia
$11.6M -$190K -1,245 -2%
ERIC
579
Eagle Rock Investment Company
Georgia
$11.5M -$532K -3,490 -4%
TCM
580
Telos Capital Management
California
$11.5M +$43.5K +285 +0.4%
AAS
581
Annex Advisory Services
Wisconsin
$11.5M +$2.99M +19,636 +33%
SW
582
SteelPeak Wealth
California
$11.5M -$594K -3,894 -5%
RBA
583
Richard Bernstein Advisors
New York
$11.5M
FPCM
584
Financial Partners Capital Management
New York
$11.5M +$64.7K +424 +0.5%
FHA
585
First Horizon Advisors
Tennessee
$11.4M -$1.86M -12,215 -13%
FPCG
586
Fort Pitt Capital Group
Pennsylvania
$11.4M +$681K +4,465 +6%
AWAG
587
ARS Wealth Advisors Group
Florida
$11.4M +$361K +2,364 +3%
USAA
588
United Services Automobile Association
Texas
$11.4M +$483K +3,165 +4%
YIH
589
Y-Intercept (HK)
Hong Kong
$11.3M +$12M +78,786 New
CGH
590
Crossmark Global Holdings
Texas
$11.3M -$804K -5,274 -6%
M
591
MOTCO
Texas
$11.3M -$235K -1,543 -2%
GVAG
592
Great Valley Advisor Group
Delaware
$11.1M +$854K +5,602 +8%
BCM
593
Buckhead Capital Management
Georgia
$11.1M -$21.8K -143 -0.2%
CCM
594
Cinctive Capital Management
New York
$11.1M +$11.8M +77,224 New
CIS
595
Connors Investor Services
Pennsylvania
$11.1M +$217K +1,420 +2%
SC
596
SouthState Corp
Florida
$11.1M -$22.4K -147 -0.2%
BMSSC
597
B. Metzler seel. Sohn & Co
Germany
$11.1M +$858K +5,626 +8%
Capital Fund Management (CFM)
598
Capital Fund Management (CFM)
France
$11M -$18.2M -119,396 -61%
JWBC
599
J.W. Burns & Co
New York
$11M -$3.96K -26 -0%
CA
600
CSM Advisors
Pennsylvania
$11M -$1.48M -9,725 -11%

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.