We are live on ! Find out more
CVX icon

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
CRC
651
Curi RMB Capital
Illinois
$9.64M +$2.6M +17,030 +34%
NMIMC
652
Northwestern Mutual Investment Management Company
Wisconsin
$9.61M -$1.78M -11,642 -15%
SCM
653
Shelton Capital Management
Colorado
$9.56M -$458K -3,005 -4%
MDCM
654
Morgan Dempsey Capital Management
Wisconsin
$9.52M +$72.7K +477 +0.7%
XF
655
XML Financial
Maryland
$9.5M +$4.11M +26,978 +69%
NRS
656
Neville Rodie & Shaw
New York
$9.49M -$11.4K -75 -0.1%
MIM
657
Montgomery Investment Management
Maryland
$9.45M +$30.5K +200 +0.3%
BFS
658
Bard Financial Services
Connecticut
$9.42M +$240K +1,575 +2%
BCWM
659
Bartlett & Co Wealth Management
Ohio
$9.37M +$41.8K +274 +0.4%
BC
660
Bartlett & Co
Ohio
$9.37M +$41.8K +274 +0.4%
IWA
661
IBEX Wealth Advisors
New Jersey
$9.35M -$16.5K -108 -0.2%
CCM
662
Channing Capital Management
Illinois
$9.3M +$244K +1,599 +3%
KRSITF
663
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$9.27M -$395K -2,592 -4%
BIA
664
Biondo Investment Advisors
Pennsylvania
$9.25M +$36.8K +241 +0.4%
LOPW
665
Live Oak Private Wealth
North Carolina
$9.13M +$6.41K +42 +0.1%
BWL
666
Bogart Wealth LLC
Virginia
$9.11M +$1.28M +8,417 +15%
FF
667
FourThought Financial
Florida
$9.07M +$137K +901 +1%
VF
668
Vest Financial
Virginia
$9.05M +$661K +4,331 +7%
AF
669
Allworth Financial
California
$9.04M +$713K +4,672 +8%
ARMC
670
American Research & Management Company
Massachusetts
$9M -$38.1K -250 -0.4%
VVP
671
Venture Visionary Partners
Ohio
$8.98M +$650K +4,261 +7%
LWAC
672
Laurel Wealth Advisors (California)
California
$8.97M +$18.5K +121 +0.2%
SHGA
673
Sand Hill Global Advisors
California
$8.96M -$160K -1,047 -2%
ANBT
674
American National Bank & Trust
Texas
$8.95M +$56K +367 +0.6%
VWA
675
Visionary Wealth Advisors
Illinois
$8.9M -$350K -2,294 -4%

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.