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
PFG
1376
Peterson Financial Group
Iowa
$2.32M +$720K +4,720 +41%
MCM
1377
Monarch Capital Management
Indiana
$2.31M -$1.52K -10 -0.1%
EHWM
1378
Eads & Heald Wealth Management
Georgia
$2.31M +$53.5K +351 +2%
RFA
1379
Resurgent Financial Advisors
Georgia
$2.3M +$102K +667 +4%
CAC
1380
Certified Advisory Corp
Florida
$2.3M -$19.5K -128 -0.8%
IR
1381
IAT Reinsurance
New York
$2.3M
FMB
1382
Field & Main Bank
Kentucky
$2.29M +$36.9K +242 +2%
GSC
1383
G&S Capital
Colorado
$2.29M +$122K +800 +5%
FWM
1384
Finer Wealth Management
Massachusetts
$2.28M +$51.1K +335 +2%
CCM
1385
Chilton Capital Management
Texas
$2.28M +$196K +1,288 +9%
RCIM
1386
Red Cedar Investment Management
Michigan
$2.28M
BCA
1387
Bay Colony Advisors
Massachusetts
$2.28M +$26.7K +175 +1%
DFA
1388
Delta Financial Advisors
Louisiana
$2.27M +$5.79K +38 +0.2%
FFN
1389
Focus Financial Network
Minnesota
$2.27M +$48.6K +319 +2%
ATC
1390
Adirondack Trust Company
New York
$2.27M -$106K -693 -4%
BHIA
1391
Birch Hill Investment Advisors
Massachusetts
$2.27M -$36.6K -240 -1%
BMC
1392
Benin Management Corp
Connecticut
$2.27M +$7.63K +50 +0.3%
LOIM
1393
Liberty One Investment Management
Illinois
$2.27M -$131K -857 -5%
VF
1394
Virtu Financial
New York
$2.26M +$2.4M +15,747 New
IAS
1395
IMA Advisory Services
Colorado
$2.26M -$88.6K -581 -4%
CFMC
1396
Curbstone Financial Management Corp
New Hampshire
$2.26M -$26.8K -176 -1%
BA
1397
Bristlecone Advisors
Washington
$2.25M -$10.2K -67 -0.4%
AF
1398
Advisornet Financial
Minnesota
$2.25M +$137K +897 +6%
EM
1399
Excalibur Management
Massachusetts
$2.25M -$112K -733 -4%
PHIMC
1400
Private Harbour Investment Management & Counsel
Ohio
$2.25M -$137K -900 -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.