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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
GAG
1526
GM Advisory Group
New York
$1.84M -$165K -1,085 -8%
GAMC
1527
Garner Asset Management Corp
Texas
$1.84M -$217K -1,423 -10%
FAP
1528
Financial Advisory Partners
Florida
$1.84M +$1M +6,570 +106%
BC
1529
Burleson & Co
California
$1.84M +$325K +2,129 +20%
SFG
1530
Summit Financial Group
West Virginia
$1.83M -$43.3K -284 -2%
HIC
1531
Harvey Investment Company
Kentucky
$1.83M
NP
1532
NorthRock Partners
Minnesota
$1.82M -$70.6K -463 -4%
WSC
1533
Wellington Shields & Co
New York
$1.82M +$16K +105 +0.8%
GC
1534
Gratus Capital
Georgia
$1.82M -$103K -673 -5%
CFA
1535
CWS Financial Advisors
Michigan
$1.81M -$19.8K -130 -1%
DAM
1536
Delta Asset Management
Tennessee
$1.81M +$287K +1,884 +18%
WMP
1537
Wealth Management Partners
Arizona
$1.81M
JWA
1538
JFS Wealth Advisors
Pennsylvania
$1.81M +$402K +2,637 +26%
CCM
1539
CTC Capital Management
Illinois
$1.81M +$1.92M +12,600 New
TA
1540
TrueWealth Advisors
Alabama
$1.81M +$2.13K +14 +0.1%
MSFS
1541
Main Street Financial Solutions
Pennsylvania
$1.8M -$15.9M -103,979 -89%
SAM
1542
Sabadell Asset Management
Spain
$1.8M
4WM
1543
44 Wealth Management
Oregon
$1.79M +$5.49K +36 +0.3%
BWM
1544
BNC Wealth Management
Oregon
$1.79M +$85.7K +562 +5%
Fiera Capital (Canada)
1545
Fiera Capital (Canada)
Quebec, Canada
$1.79M +$458K +3,000 +32%
CAGAS
1546
Capital Advisory Group Advisory Services
Minnesota
$1.78M +$58K +380 +3%
PCWA
1547
Pacific Capital Wealth Advisors
California
$1.78M
WA
1548
Waddell & Associates
Tennessee
$1.78M -$3.81K -25 -0.2%
MMHP
1549
Murphy Middleton Hinkle & Parker
Georgia
$1.78M +$93.3K +612 +5%
SIM
1550
Sentry Investment Management
Wisconsin
$1.78M -$194K -1,272 -9%

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.