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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
RA
1451
Rational Advisors
New York
$2.11M +$2.18M +14,315 +3,901%
CFFP
1452
Center for Financial Planning
Michigan
$2.11M -$4.42K -29 -0.2%
LJCM
1453
Lee Johnson Capital Management
Texas
$2.1M +$25K +164 +1%
CI
1454
CX Institutional
Indiana
$2.1M -$8.54K -56 -0.4%
CWA
1455
Clearview Wealth Advisors
Oregon
$2.09M +$33.4K +219 +2%
FSA
1456
Financial Sense Advisors
California
$2.09M -$36.3K -238 -2%
ABP
1457
Arthur B. Page
$2.08M +$101K +663 +5%
FCCM
1458
First City Capital Management
Georgia
$2.08M +$147K +965 +7%
BSA
1459
Bull Street Advisors
Georgia
$2.08M +$3.81K +25 +0.2%
CST
1460
Charles Schwab Trust
Nevada
$2.08M -$35.8K -235 -2%
PFM
1461
Patton Fund Management
Texas
$2.08M -$196K -1,282 -8%
WE
1462
Wealth Effects
Massachusetts
$2.08M -$271K -1,780 -11%
RMAM
1463
Raab & Moskowitz Asset Management
New Jersey
$2.08M +$47.9K +314 +2%
BO
1464
BRR OpCo
Ohio
$2.08M +$268K +1,760 +14%
NAMP
1465
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.07M +$41.9K +275 +2%
WP
1466
WealthSpring Partners
California
$2.07M +$2.2M +14,416 New
WA
1467
Wealth Alliance
New York
$2.07M +$30.7K +201 +1%
CL
1468
CPWM LLC
Washington
$2.06M -$14.9K -98 -0.7%
CIM
1469
Chapman Investment Management
California
$2.04M
MSS
1470
Mitchell Sinkler & Starr
Pennsylvania
$2.04M +$6.1K +40 +0.3%
AIM
1471
AHL Investment Management
Florida
$2.04M +$231K +1,514 +12%
IAIM
1472
International Assets Investment Management
Florida
$2.03M +$742K +4,868 +52%
DRD
1473
Dennis R. Delaney
$2.03M +$2.16M +14,146 New
POIA
1474
Pin Oak Investment Advisors
Texas
$2.02M -$38.1K -250 -2%
IMC Chicago
1475
IMC Chicago
Illinois
$2.02M +$2.15M +14,089 New

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.