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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
Koshinski Asset Management
901
Koshinski Asset Management
Illinois
$5.12M -$295K -1,937 -5%
NCM
902
Narwhal Capital Management
Georgia
$5.12M +$1.22K +8 +0%
WANY
903
Wealthspire Advisors (New York)
New York
$5.11M +$287K +1,884 +6%
BL
904
Balentine LLC
Georgia
$5.11M -$14.1M -92,506 -72%
OPS
905
Orion Portfolio Solutions
Nebraska
$5.11M +$2.73M +17,871 +101%
FCMT
906
Founders Capital Management (Texas)
Texas
$5.1M +$120K +785 +2%
ECML
907
Eagle Capital Management (Louisiana)
Louisiana
$5.1M +$43K +282 +0.8%
SBIA
908
Sheaff Brock Investment Advisors
Indiana
$5.1M -$34.5K -226 -0.6%
CPA
909
Capital Planning Advisors
California
$5.08M -$644K -4,220 -11%
CT
910
Colonial Trust
South Carolina
$5.08M +$5.39M +35,364 New
CFC
911
Cincinnati Financial Corp
Ohio
$5.05M
DWM
912
Destination Wealth Management
California
$4.98M -$281K -1,840 -5%
AAS
913
Ameritas Advisory Services
Nebraska
$4.98M -$23.9K -157 -0.5%
GCM
914
Garland Capital Management
Washington
$4.97M +$49.6K +325 +0.9%
S
915
Surevest
California
$4.96M -$90.4K -593 -2%
VFA
916
Valeo Financial Advisors
Indiana
$4.96M +$2.83M +18,525 +54%
OIM
917
Opus Investment Management
Massachusetts
$4.94M
LKIM
918
Lawson Kroeker Investment Management
Nebraska
$4.94M +$18.3K +120 +0.4%
CWM
919
Concentric Wealth Management
California
$4.94M +$915 +6 +0%
AG
920
Ascent Group
Virginia
$4.94M +$499K +3,271 +14%
EP
921
Edgestream Partners
New Jersey
$4.93M -$1.65M -10,821 -24%
PSP
922
Principal Street Partners
Tennessee
$4.93M +$52.3K +343 +1%
JCM
923
Jacobi Capital Management
Pennsylvania
$4.9M +$127K +834 +3%
WC
924
Woodstock Corp
Massachusetts
$4.87M +$754K +4,946 +17%
PHS
925
Pekin Hardy Strauss
Illinois
$4.87M +$86.5K +567 +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.