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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
WI
1101
Wafra Inc
New York
$3.52M +$245K +1,607 +7%
BCCM
1102
Bridge Creek Capital Management
Massachusetts
$3.51M -$14.2K -93 -0.4%
TFA
1103
Teamwork Financial Advisors
Texas
$3.5M -$3.73M -24,480 -50%
5L
1104
55I LLC
Massachusetts
$3.5M +$2.37M +15,515 +175%
BBWA
1105
Bell & Brown Wealth Advisors
California
$3.49M -$42.7K -280 -1%
ADL
1106
Asset Dedication LLC
California
$3.48M +$3.72M +24,385 New
AWA
1107
Arete Wealth Advisors
Illinois
$3.47M +$1.86M +12,186 +102%
BTI
1108
Blue Trust Inc
Georgia
$3.47M +$194K +1,275 +6%
CPWA
1109
Cerro Pacific Wealth Advisors
California
$3.47M +$2.19M +14,346 +146%
CCA
1110
Checchi Capital Advisers
California
$3.46M +$117K +770 +3%
RC
1111
Reik & Co
New York
$3.46M
NGA
1112
Naples Global Advisors
Florida
$3.46M +$75.6K +496 +2%
CIC
1113
Chase Investment Counsel
Virginia
$3.46M +$205K +1,346 +6%
SIA
1114
Sage Investment Advisers
New York
$3.45M -$128K -842 -3%
RWM
1115
RKL Wealth Management
Pennsylvania
$3.44M -$3.2K -21 -0.1%
BO
1116
Bank OZK
Arkansas
$3.44M -$196K -1,288 -5%
B
1117
Bailard
California
$3.44M -$40.1K -263 -1%
BCM
1118
Boltwood Capital Management
California
$3.43M -$429K -2,810 -11%
CI
1119
Cigna Investments
Connecticut
$3.43M -$242K -1,587 -6%
ZB
1120
Zions Bancorporation
Utah
$3.43M +$103K +676 +3%
LWANC
1121
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.43M +$230K +1,505 +7%
IWN
1122
Independent Wealth Network
Iowa
$3.42M -$25.5K -167 -0.7%
SIA
1123
Soltis Investment Advisors
Utah
$3.41M -$290K -1,901 -7%
IWM
1124
IHT Wealth Management
Illinois
$3.4M +$1.25M +8,172 +53%
TYCC
1125
Texas Yale Capital Corp
Florida
$3.39M +$105K +688 +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.