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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
MPM
1001
Meritage Portfolio Management
Kansas
$4.2M +$1.12M +7,330 +33%
HBT
1002
Hills Bank & Trust
Iowa
$4.19M +$244K +1,602 +6%
YC
1003
Yarbrough Capital
Tennessee
$4.18M
TWA
1004
TCI Wealth Advisors
Arizona
$4.18M -$69.4K -455 -2%
EFI
1005
EHP Funds Inc
Canada
$4.17M +$122K +800 +3%
FFM
1006
Forum Financial Management
Illinois
$4.16M -$12.8K -84 -0.3%
ST
1007
Spinnaker Trust
Maine
$4.15M +$24.7K +162 +0.6%
SWM
1008
Segment Wealth Management
Texas
$4.14M +$81.1K +532 +2%
LDB
1009
Lee, Danner & Bass
Tennessee
$4.14M -$72.4K -475 -2%
MWM
1010
Mattern Wealth Management
Kansas
$4.13M +$2.44K +16 +0.1%
BMM
1011
Buffington Mohr McNeal
Idaho
$4.12M -$109K -714 -2%
CAM
1012
Close Asset Management
United Kingdom
$4.12M +$1.26M +8,244 +40%
MWM
1013
Meridian Wealth Management
Kentucky
$4.12M -$164K -1,078 -4%
DSC
1014
Duncker Streett & Co
Missouri
$4.11M +$297K +1,945 +7%
HL
1015
HeadInvest LLC
Maine
$4.1M +$36.9K +242 +0.9%
BPM
1016
Bowling Portfolio Management
Ohio
$4.1M +$29.6K +194 +0.7%
MCM
1017
Mill Capital Management
North Carolina
$4.08M -$47.9K -314 -1%
OPPTF
1018
OPSEU Pension Plan Trust Fund
Ontario, Canada
$4.08M +$109K +713 +3%
CW
1019
CreativeOne Wealth
Kansas
$4.08M +$155K +1,015 +4%
MHS
1020
M Holdings Securities
Oregon
$4.07M -$20.1K -132 -0.5%
SA
1021
Strategic Advisors
New York
$4.07M +$23.8K +156 +0.6%
JC
1022
Jacobs & Co
California
$4.05M +$277K +1,815 +7%
WFI
1023
West Family Investments
California
$4.04M
SS
1024
Sunbelt Securities
Texas
$4.04M +$23.2K +152 +0.5%
SLG
1025
Stanley-Laman Group
Pennsylvania
$4.04M +$141K +927 +3%

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.