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
GWCM
1501
Godshalk Welsh Capital Management
Pennsylvania
$1.93M +$49.6K +325 +2%
MWM
1502
Madison Wealth Management
Ohio
$1.93M +$25.5K +167 +1%
PCS
1503
Personal CFO Solutions
New Jersey
$1.92M -$11K -72 -0.5%
HCM
1504
Hollencrest Capital Management
California
$1.91M +$27.6K +181 +1%
RIA
1505
Realta Investment Advisors
Delaware
$1.9M -$31.7K -208 -2%
SSI
1506
Scott & Selber Inc
Texas
$1.9M +$6.86K +45 +0.3%
TAM
1507
Taurus Asset Management
New York
$1.89M -$219K -1,435 -10%
EL
1508
EMFO LLC
Florida
$1.89M -$305K -2,000 -13%
FBT
1509
First Bank & Trust
South Dakota
$1.89M +$165K +1,081 +9%
GSB
1510
Greenfield Savings Bank
Massachusetts
$1.89M -$14.3K -94 -0.7%
TC
1511
Titleist Capital
Texas
$1.89M -$32K -210 -2%
WFA
1512
Wipfli Financial Advisors
Wisconsin
$1.89M +$2.01M +13,158 New
AA
1513
Argent Advisors
Louisiana
$1.89M -$178K -1,165 -8%
BFIC
1514
Bedell Frazier Investment Counselling
California
$1.89M +$261K +1,711 +15%
AA
1515
Aire Advisors
California
$1.89M +$232K +1,523 +13%
PPWP
1516
Proquility Private Wealth Partners
Nevada
$1.88M -$17.2K -113 -0.9%
LC
1517
Lindbrook Capital
California
$1.88M +$207K +1,359 +12%
HAM
1518
Hedges Asset Management
Nevada
$1.88M
LIM
1519
Longfellow Investment Management
Massachusetts
$1.87M
SC
1520
Settian Capital
New York
$1.87M +$1.98M +13,000 New
TPA
1521
Trivium Point Advisory
Connecticut
$1.86M +$130K +854 +8%
OAJ
1522
Ogorek Anthony Joseph
New York
$1.85M +$52.3K +343 +3%
NCM
1523
Neumann Capital Management
California
$1.85M -$76.3K -500 -4%
SF
1524
Symphony Financial
Texas
$1.85M +$424K +2,777 +28%
PL
1525
Parthenon LLC
Kentucky
$1.84M -$674K -4,419 -26%

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.