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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
MC
1226
Middleton & Co
Massachusetts
$2.91M +$15.3K +100 +0.5%
HGWM
1227
Horst & Graben Wealth Management
Oregon
$2.9M +$3.35K +22 +0.1%
MCM
1228
McMillion Capital Management
North Carolina
$2.9M -$193K -1,264 -6%
CFM
1229
Capricorn Fund Managers
United Kingdom
$2.9M
CGL
1230
Clarius Group LLC
Washington
$2.9M +$485K +3,177 +19%
GIA
1231
GHP Investment Advisors
Colorado
$2.89M +$78.7K +516 +3%
BAAM
1232
Baker Avenue Asset Management
California
$2.89M +$1.67M +10,942 +119%
GPTE
1233
Generali Powszechne Towarzystwo Emerytalne
Poland
$2.89M
TCA
1234
Tortoise Capital Advisors
Kansas
$2.89M
WR
1235
WD Rutherford
Oregon
$2.89M +$1.26M +8,270 +70%
ASA
1236
Armstrong Shaw Associates
Connecticut
$2.89M
BONH
1237
Bank of New Hampshire
New Hampshire
$2.88M -$34.8K -228 -1%
CT
1238
Columbia Trust
Oregon
$2.88M +$23.2K +152 +0.8%
CPA
1239
Cardiff Park Advisors
California
$2.88M +$240K +1,573 +9%
WAAG
1240
Wealth Alliance Advisory Group
Kansas
$2.88M +$249K +1,635 +9%
OPA
1241
Old Port Advisors
Maine
$2.88M +$28.2K +185 +1%
AIM
1242
Acropolis Investment Management
Missouri
$2.87M +$20.1K +132 +0.7%
UFG
1243
United Fire Group
Iowa
$2.87M
HI
1244
Hudock Inc
Pennsylvania
$2.87M +$94.4K +619 +3%
Barrow, Hanley, Mewhinney & Strauss
1245
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.87M
YIA
1246
YHB Investment Advisors
Connecticut
$2.87M +$201K +1,321 +7%
LSA
1247
Leonteq Securities AG
Switzerland
$2.86M +$1.09M +7,131 +56%
FIA
1248
Foundations Investment Advisors
Arizona
$2.86M +$535K +3,507 +21%
PCA
1249
Private Capital Advisors
Connecticut
$2.85M +$493K +3,235 +19%
BWP
1250
Baldwin Wealth Partners
Massachusetts
$2.85M +$67.7K +444 +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.