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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
HI
726
Horizon Investments
North Carolina
$7.76M +$1.6M +10,516 +24%
WWM
727
Western Wealth Management
Colorado
$7.73M +$875K +5,739 +12%
MA
728
Montag & Associates
Georgia
$7.71M -$2.22M -14,557 -21%
IF
729
Insight Folios
North Carolina
$7.7M +$92.6K +607 +1%
SCA
730
Snowden Capital Advisors
New York
$7.7M +$621K +4,070 +8%
TCM
731
Twin Capital Management
Pennsylvania
$7.64M +$425K +2,784 +6%
WAS
732
WESPAC Advisors SoCal
California
$7.61M +$2.04M +13,400 +47%
NC
733
Nicholas Company
Wisconsin
$7.6M -$1.92M -12,580 -19%
SCM
734
SKBA Capital Management
California
$7.59M -$15.3K -100 -0.2%
ANTB
735
AMG National Trust Bank
Colorado
$7.59M +$1.85M +12,132 +30%
SAMC
736
Spectrum Asset Management (California)
California
$7.59M +$76.6K +502 +1%
HC
737
Hendley & Co
Ohio
$7.58M -$23.6K -155 -0.3%
AWM
738
Axxcess Wealth Management
California
$7.54M -$705K -4,620 -8%
FNFDCM
739
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.45M +$45K +295 +0.6%
BBI
740
Baxter Bros Inc
Connecticut
$7.44M +$3.89M +25,531 +97%
CCG
741
Cypress Capital Group
Florida
$7.4M +$1.14M +7,469 +17%
EWP
742
Engrave Wealth Partners
Texas
$7.4M +$380K +2,490 +5%
LA
743
Lynch & Associates
Indiana
$7.38M +$34.6K +227 +0.4%
CWM
744
CIBC World Markets
New York
$7.36M -$14.2M -93,215 -65%
APA
745
American Portfolios Advisors
New York
$7.31M +$365K +2,395 +5%
BFEC
746
Benjamin F. Edwards & Company
Missouri
$7.3M -$3.1M -20,323 -29%
EAM
747
Erste Asset Management
Austria
$7.28M -$523K -3,431 -6%
WIC
748
Willis Investment Counsel
Georgia
$7.22M -$975K -6,391 -11%
CC
749
Courier Capital
New York
$7.21M -$51.1K -335 -0.7%
CWM
750
C2C Wealth Management
Arizona
$7.15M +$12.2K +80 +0.2%

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.