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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
PBO
1051
Peoples Bank (Ohio)
Ohio
$3.86M -$2.75K -18 -0.1%
MCM
1052
Monument Capital Management
Virginia
$3.86M +$878K +5,756 +27%
GA
1053
GFS Advisors
Texas
$3.85M +$58K +380 +1%
EF
1054
Exeter Financial
Arizona
$3.84M +$95.6K +627 +2%
BL
1055
BFSG LLC
California
$3.84M +$52.8K +346 +1%
AIA
1056
Affinity Investment Advisors
California
$3.83M -$52.3K -343 -1%
SSG
1057
Summit Securities Group
New York
$3.83M -$4.15M -27,216 -51%
WFG
1058
Wills Financial Group
Virginia
$3.83M +$318K +2,084 +8%
WSWA
1059
Warren Street Wealth Advisors
California
$3.83M +$834K +5,469 +26%
BCFS
1060
Butensky & Cohen Financial Security
Florida
$3.82M +$255K +1,669 +7%
WAP
1061
Wealthcare Advisory Partners
Pennsylvania
$3.81M +$322K +2,110 +9%
NL
1062
NWAM LLC
Washington
$3.79M +$24.6K +161 +0.6%
FWP
1063
FAS Wealth Partners
Kansas
$3.75M +$640K +4,199 +19%
AT
1064
Arden Trust
Delaware
$3.75M -$89.8K -589 -2%
BCB
1065
Brian C. Broderick
$3.73M -$43.3K -284 -1%
WAM
1066
Weatherly Asset Management
California
$3.72M -$4.88K -32 -0.1%
PWLP
1067
Prio Wealth Limited Partnership
Massachusetts
$3.72M -$277K -1,819 -7%
SW
1068
SlateStone Wealth
Florida
$3.71M +$107K +704 +3%
SWK
1069
Stephen W. Kidder
$3.71M +$9.91K +65 +0.3%
GWMIA
1070
Global Wealth Management Investment Advisory
Florida
$3.71M +$173K +1,132 +5%
MJB
1071
Mark J. Bradley
$3.7M -$1.52K -10 -0%
KA
1072
Keene & Associates
Texas
$3.7M +$17.1K +112 +0.4%
JWM
1073
Jeppson Wealth Management
California
$3.69M -$302K -1,982 -7%
SGI
1074
Summit Global Investments
Utah
$3.68M -$10.6M -69,668 -73%
AFA
1075
Arlington Financial Advisors
California
$3.68M -$211K -1,384 -5%

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.