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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
WA
1626
WBH Advisory
Maryland
$1.59M -$57.5K -377 -3%
SFG
1627
SevenBridge Financial Group
Pennsylvania
$1.59M -$41.9K -275 -2%
KA
1628
Kozak & Associates
Colorado
$1.59M +$305 +2 +0%
SFA
1629
Souders Financial Advisors
Ohio
$1.58M +$12.2K +80 +0.7%
SDAM
1630
Shulman DeMeo Asset Management
New York
$1.58M -$14.5K -95 -0.9%
RWM
1631
RBA Wealth Management
California
$1.58M +$13.7K +90 +0.8%
CFS
1632
CRA Financial Services
New Jersey
$1.58M +$16.6K +109 +1%
NSAM
1633
North Star Asset Management
Wisconsin
$1.57M -$13.1K -86 -0.8%
IIA
1634
ICW Investment Advisors
Arizona
$1.57M +$8.39K +55 +0.5%
MKC
1635
M. Kraus & Co
Vermont
$1.57M
CA
1636
CGN Advisors
Kansas
$1.57M +$400K +2,621 +32%
WPA
1637
West Paces Advisors
Georgia
$1.56M +$65.7K +431 +4%
AIM
1638
Aspen Investment Management
Michigan
$1.56M -$290K -1,899 -15%
SAM
1639
Sawgrass Asset Management
Florida
$1.56M -$21.4K -140 -1%
TCPWM
1640
Traverso Chambers Private Wealth Management
California
$1.55M +$25.3K +166 +2%
SAM
1641
Seelaus Asset Management
New Jersey
$1.55M +$141K +925 +9%
RAM
1642
Roanoke Asset Management
New Jersey
$1.54M
AII
1643
AGF Investments Inc
Ontario, Canada
$1.54M -$1.74M -11,380 -51%
BIP
1644
Blueprint Investment Partners
North Carolina
$1.54M +$291K +1,909 +22%
MAA
1645
Mraz Amerine & Associates
California
$1.54M +$83.4K +547 +5%
HIC
1646
Holderness Investments Company
North Carolina
$1.54M -$44.4K -291 -3%
MPPW
1647
Mitchell & Pahl Private Wealth
Oklahoma
$1.53M +$66.8K +438 +4%
ECA
1648
Elevated Capital Advisors
Utah
$1.53M +$1.63M +10,675 New
AWM
1649
Accurate Wealth Management
Florida
$1.53M +$469K +3,075 +47%
LNB
1650
Ledyard National Bank
$1.53M -$16.8K -110 -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.