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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
SSA
1401
South Street Advisors
New York
$2.25M +$7.32K +48 +0.3%
CI
1402
Conning Inc
Connecticut
$2.23M -$366K -2,398 -13%
SIA
1403
Schechter Investment Advisors
Michigan
$2.23M -$309K -2,029 -12%
PC
1404
Pecaut & Co
Iowa
$2.23M +$11.9K +78 +0.5%
HRC
1405
Hoertkorn Richard Charles
$2.23M -$15.3K -100 -0.6%
DIM
1406
Delta Investment Management
California
$2.22M -$305 -2 -0%
PCM
1407
Prelude Capital Management
New York
$2.22M +$2.36M +15,451 New
KS
1408
Karpas Strategies
Connecticut
$2.22M +$5.49K +36 +0.2%
WWA
1409
WCG Wealth Advisors
Nevada
$2.22M -$289K -1,892 -12%
OC
1410
Oakworth Capital
Alabama
$2.21M +$15.1K +99 +0.6%
GCM
1411
Gladius Capital Management
Illinois
$2.21M +$1.26M +8,266 +116%
IIL
1412
Insight Inv LLC
California
$2.2M -$45.8K -300 -2%
MCAI
1413
Members Capital Advisors Inc
Wisconsin
$2.2M
WFS
1414
Widmann Financial Services
Maryland
$2.2M -$763 -5 -0%
CPSAC
1415
Chas P. Smith & Associates (CPS)
Florida
$2.19M +$169K +1,105 +8%
TCOO
1416
Trust Company of Oklahoma
Oklahoma
$2.19M -$3.05K -20 -0.1%
SG
1417
Somerset Group
Minnesota
$2.19M
TSS
1418
Two Sigma Securities
New York
$2.19M +$1.54M +10,068 +194%
BWM
1419
BerganKDV Wealth Management
Minnesota
$2.19M -$167K -1,094 -7%
KMWM
1420
Keudell/Morrison Wealth Management
Oregon
$2.18M -$33.2K -218 -1%
JAG
1421
Journey Advisory Group
Kentucky
$2.17M +$293K +1,921 +15%
ST
1422
Somerset Trust
Pennsylvania
$2.17M +$4.27K +28 +0.2%
NIM
1423
Nexus Investment Management
Ontario, Canada
$2.17M +$111K +725 +5%
MCIA
1424
Mountain Capital Investment Advisors
Colorado
$2.16M -$134K -881 -6%
BHBT
1425
Burke & Herbert Bank & Trust
Virginia
$2.16M -$3.05K -20 -0.1%

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.