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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
AWC
1476
Abundance Wealth Counselors
Pennsylvania
$2.02M -$22.7K -149 -1%
HI
1477
Harbour Investments
Wisconsin
$2.02M
PMG
1478
ProVise Management Group
Florida
$2.01M -$71.4K -468 -3%
WCAMG
1479
Woodard & Company Asset Management Group
North Carolina
$2.01M +$1.87M +12,292 +736%
MC
1480
Martin & Co
Tennessee
$2M +$38K +249 +2%
GG
1481
Gleason Group
Kentucky
$2M +$18.9K +124 +0.9%
BMCM
1482
Bryn Mawr Capital Management
Pennsylvania
$2M +$56.4K +370 +3%
NPP
1483
New Potomac Partners
Maryland
$2M -$580K -3,805 -22%
TT
1484
TI-Trust
Illinois
$1.99M
WCBA
1485
Weaver C. Barksdale & Associates
Tennessee
$1.99M -$73.7K -483 -3%
JSL
1486
JT Stratford LLC
Georgia
$1.99M -$168K -1,103 -7%
FFS
1487
Founders Financial Securities
Maryland
$1.98M -$76.6K -502 -4%
DI
1488
DFPG Investments
Utah
$1.98M +$914K +5,994 +110%
LI
1489
Lafayette Investments
Maryland
$1.98M -$13.7K -90 -0.7%
AWM
1490
Aries Wealth Management
Maine
$1.97M -$40.1K -263 -2%
AWP
1491
Ascent Wealth Partners
New York
$1.97M -$125K -819 -6%
KJWM
1492
Kiley Juergens Wealth Management
Washington
$1.96M +$16K +105 +0.8%
AFM
1493
Andesa Financial Management
Pennsylvania
$1.96M +$688K +4,510 +49%
HFBOT
1494
Home Federal Bank of Tennessee
Tennessee
$1.95M
FWM
1495
Foresight Wealth Management
Utah
$1.95M +$40.3K +264 +2%
HIM
1496
Harbour Investment Management
Washington
$1.95M -$1.52K -10 -0.1%
FF
1497
Fluent Financial
Texas
$1.95M +$229K +1,504 +12%
NC
1498
NovaPoint Capital
Georgia
$1.95M +$73.1K +479 +4%
NME
1499
Notis-McConarty Edward
$1.93M -$57.2K -375 -3%
AFS
1500
Aft Forsyth & Sober
Florida
$1.93M

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.