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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
FA
701
Fagan Associates
New York
$8.3M +$644K +4,223 +8%
PP
702
Patten & Patten
Tennessee
$8.29M +$651K +4,269 +8%
DBT
703
Dubuque Bank & Trust
Iowa
$8.25M -$1.2M -7,889 -12%
Connor, Clark & Lunn Investment Management (CC&L)
704
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.24M +$3M +19,658 +52%
GHAM
705
Gilman Hill Asset Management
Connecticut
$8.22M -$379K -2,487 -4%
KFP
706
KMG Fiduciary Partners
Ohio
$8.18M +$2.28M +14,954 +36%
AMI
707
Amica Mutual Insurance
Rhode Island
$8.12M +$285K +1,872 +3%
1IA
708
1834 Investment Advisors
Wisconsin
$8.12M +$92.6K +607 +1%
CAM
709
Cresset Asset Management
Illinois
$8.11M -$548K -3,590 -6%
GIM
710
Grassi Investment Management
California
$8.1M
FMC
711
First Merchants Corp
Indiana
$8.1M +$93.8K +615 +1%
SIG
712
Sky Investment Group
Connecticut
$8.09M +$8.39K +55 +0.1%
SWM
713
Stockman Wealth Management
Montana
$8.06M -$1.27M -8,343 -13%
VCA
714
Verdence Capital Advisors
Maryland
$8.04M +$93.5K +613 +1%
KPW
715
Kore Private Wealth
New York
$8.03M -$2.09M -13,718 -20%
TCOT
716
Trust Company of Toledo
Ohio
$8.01M +$49.3K +323 +0.6%
SAM
717
Strategy Asset Managers
California
$8M -$581K -3,811 -6%
TMAM
718
Tokio Marine Asset Management
Japan
$8M +$299K +1,962 +4%
SSA
719
Schonfeld Strategic Advisors
New York
$7.98M +$8.18M +53,645 +2,782%
PWM
720
Perigon Wealth Management
California
$7.94M +$171K +1,123 +2%
WDC
721
Woodward Diversified Capital
California
$7.92M -$102K -670 -1%
HSA
722
HBK Sorce Advisory
Pennsylvania
$7.85M +$3.15M +20,649 +61%
MCP
723
Mirador Capital Partners
California
$7.81M +$64.1K +420 +0.8%
PA
724
Parallel Advisors
California
$7.79M +$294K +1,931 +4%
AG
725
Advocate Group
Minnesota
$7.78M -$309K -2,026 -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.