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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
DP
626
Dearborn Partners
Illinois
$10.3M +$271K +1,779 +3%
CTA
627
Colonial Trust Advisors
South Carolina
$10.2M +$284K +1,860 +3%
SFS
628
Sowell Financial Services
Arkansas
$10.2M -$42.1K -276 -0.4%
LWCFA
629
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10.2M -$15.4K -101 -0.1%
PAS
630
Park Avenue Securities
New York
$10.1M +$896K +5,877 +9%
CC
631
Centiva Capital
New York
$10.1M +$9.99M +65,502 +1,317%
HT
632
HighTower Trust
Texas
$10.1M +$10.7M +70,434 New
NB
633
NBT Bank
New York
$10.1M -$33.9K -222 -0.3%
LIM
634
Leavell Investment Management
Alabama
$10.1M +$930K +6,101 +10%
MC
635
Miramar Capital
Illinois
$10.1M +$230K +1,507 +3%
BCM
636
Bluefin Capital Management
New York
$10.1M +$10.7M +70,000 New
Lido Advisors
637
Lido Advisors
California
$10M +$651K +4,271 +7%
LNC
638
Lincoln National Corp
Pennsylvania
$10M -$116K -759 -1%
GW
639
GW & Wade
Massachusetts
$9.99M +$270K +1,770 +3%
VCM
640
Violich Capital Management
California
$9.99M +$276K +1,810 +3%
AIA
641
Allied Investment Advisors
Montana
$9.98M +$24.2K +159 +0.2%
EWM
642
Empirical Wealth Management
Washington
$9.97M +$2.54M +16,684 +32%
IC
643
IEQ Capital
California
$9.91M +$1.46M +9,546 +16%
CT
644
Caldwell Trust
Florida
$9.87M +$75.6K +496 +0.7%
PTB
645
Pioneer Trust Bank
Oregon
$9.86M +$9K +59 +0.1%
Nomura Holdings
646
Nomura Holdings
Japan
$9.84M +$1.45M +9,532 +16%
IAN
647
Integrated Advisors Network
Texas
$9.79M -$1.07M -6,996 -9%
MIC
648
Means Investment Company
Maine
$9.73M +$75.8K +497 +0.7%
AIP
649
Ameritas Investment Partners
Nebraska
$9.69M -$1.71M -11,236 -14%
SMG
650
Spectrum Management Group
Indiana
$9.68M +$3.65M +23,922 +55%

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.