We are live on ! Find out more
CVX icon

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
GFPC
1276
Global Financial Private Client
Florida
$2.71M +$45.3K +297 +2%
WPW
1277
Waldron Private Wealth
Pennsylvania
$2.71M +$135K +887 +5%
FAM
1278
Formidable Asset Management
Ohio
$2.7M -$14.6K -96 -0.6%
BB
1279
Berkshire Bank
Massachusetts
$2.7M +$21.8K +143 +0.8%
JIC
1280
Joel Isaacson & Co
New York
$2.69M +$23.6K +155 +0.8%
TBNY
1281
Trustco Bank (New York)
New York
$2.69M -$95.3K -625 -3%
PIM
1282
Perpetual Investment Management
Australia
$2.67M
PA
1283
PFG Advisors
Arizona
$2.67M +$219K +1,437 +8%
SWA
1284
Sutton Wealth Advisors
Florida
$2.67M +$262K +1,715 +10%
IAS
1285
Investment Advisory Services
Texas
$2.66M +$42.2K +277 +2%
AGA
1286
Accuvest Global Advisors
Utah
$2.65M +$2.23M +14,605 +380%
PWA
1287
Providence Wealth Advisors
Illinois
$2.64M +$2.9K +19 +0.1%
SFI
1288
SPC Financial Inc
Maryland
$2.63M +$610 +4 +0%
MAM
1289
Mystic Asset Management
Rhode Island
$2.63M +$10.7K +70 +0.4%
FM
1290
Family Management
New York
$2.63M -$27.5K -180 -1%
SAM
1291
Sompo Asset Management
Japan
$2.63M +$596K +3,910 +27%
GCIG
1292
Grand Central Investment Group
Florida
$2.63M +$22.9K +150 +0.8%
LC
1293
LCNB Corp
Ohio
$2.63M +$40.3K +264 +1%
BA
1294
Bennicas & Associates
California
$2.62M -$15.3K -100 -0.5%
ARC
1295
Advisor Resource Council
Texas
$2.62M -$1.59M -10,445 -36%
SIM
1296
Sterling Investment Management
Arizona
$2.62M +$551K +3,610 +25%
LA
1297
Legacy Advisors
Pennsylvania
$2.62M +$162K +1,065 +6%
NSIM
1298
North Star Investment Management
Illinois
$2.62M +$14K +92 +0.5%
BC
1299
Burney Company
Virginia
$2.62M +$75.6K +496 +3%
RCAG
1300
Rehmann Capital Advisory Group
Michigan
$2.61M -$76.1K -499 -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.