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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
TCOV
676
Trust Company of Vermont
Vermont
$8.88M +$212K +1,387 +2%
HWAM
677
Hennion & Walsh Asset Management
New Jersey
$8.88M +$1.09M +7,179 +13%
SFO
678
Stokes Family Office
Louisiana
$8.83M +$496K +3,255 +6%
MIC
679
Meridian Investment Counsel
California
$8.76M +$26.7K +175 +0.3%
TW
680
Transform Wealth
Colorado
$8.71M +$86.2K +565 +0.9%
BFO
681
Boston Family Office
Massachusetts
$8.69M +$10.8K +71 +0.1%
RWM
682
Refined Wealth Management
Utah
$8.69M -$14K -92 -0.2%
QC
683
Quadrature Capital
United Kingdom
$8.69M +$8.73M +57,213 +1,788%
EWA
684
Exencial Wealth Advisors
Oklahoma
$8.67M +$158K +1,036 +2%
BCV
685
Banque Cantonale Vaudoise
Switzerland
$8.66M -$242K -1,586 -3%
PCA
686
Peddock Capital Advisors
Massachusetts
$8.64M +$75.6K +496 +0.8%
SPC
687
Sigma Planning Corp
Michigan
$8.64M -$572K -3,753 -6%
TPCW
688
TD Private Client Wealth
New York
$8.63M +$321K +2,104 +4%
SWP
689
Stratos Wealth Partners
Ohio
$8.59M -$1.03M -6,739 -10%
AAM
690
Azzad Asset Management
Virginia
$8.59M +$54.8K +359 +0.5%
PAI
691
Pittenger & Anderson Inc
Nebraska
$8.52M +$889K +5,832 +11%
ISB
692
Iowa State Bank
Iowa
$8.5M -$77.2K -506 -0.8%
RMC
693
Resources Management Corp
Connecticut
$8.48M -$30K -197 -0.3%
BCM
694
Birmingham Capital Management
Alabama
$8.45M -$77.8K -510 -0.9%
CNC
695
Canandaigua National Corp
New York
$8.45M -$722K -4,734 -7%
FNT
696
First Nebraska Trust
Nebraska
$8.45M -$6.56K -43 -0.1%
DIA
697
Dean Investment Associates
Ohio
$8.44M +$126K +826 +1%
SWM
698
SeaCrest Wealth Management
New York
$8.41M -$260K -1,708 -3%
BCM
699
Bridgeway Capital Management
Texas
$8.4M -$3.45M -22,600 -28%
CNBTD
700
Citizens National Bank Trust Department
Mississippi
$8.35M -$197K -1,294 -2%

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.