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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
DAM
1701
Doheny Asset Management
California
$1.42M +$1.51M +9,904 New
CHAM
1702
Clear Harbor Asset Management
Connecticut
$1.41M -$1.12M -7,356 -43%
DBRC
1703
D.B. Root & Company
Pennsylvania
$1.41M -$77.5K -508 -5%
BEAM
1704
Baker Ellis Asset Management
Washington
$1.41M +$102K +668 +7%
HNWAG
1705
High Net Worth Advisory Group
Florida
$1.41M +$118K +773 +9%
EA
1706
Eudaimonia Advisors
Tennessee
$1.41M -$22.7K -149 -1%
LSA
1707
Lion Street Advisors
Texas
$1.41M -$458 -3 -0%
CWS
1708
Cypress Wealth Services
California
$1.41M +$99.3K +651 +8%
PJSIMP
1709
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.41M
BCM
1710
Bourgeon Capital Management
Connecticut
$1.41M +$54.4K +357 +4%
Financial Engines Advisors
1711
Financial Engines Advisors
California
$1.4M +$275K +1,802 +23%
BWP
1712
Balboa Wealth Partners
Arizona
$1.4M +$1.49M +9,774 New
PFU
1713
Parus Finance (UK)
United Kingdom
$1.4M -$5.46M -35,794 -79%
FIB
1714
First Interstate Bank
Montana
$1.4M +$27.5K +180 +2%
KFGK
1715
Keystone Financial Group (Kentucky)
Kentucky
$1.4M +$83.6K +548 +6%
CCM
1716
Chimera Capital Management
New York
$1.39M +$1.47M +9,660 New
NW
1717
Naviter Wealth
Arkansas
$1.39M +$189K +1,241 +15%
LAM
1718
LifePro Asset Management
California
$1.39M -$119K -783 -8%
CC
1719
Chicago Capital
Illinois
$1.39M -$3.35K -22 -0.2%
CFG
1720
Cooper Financial Group
California
$1.38M +$70.2K +460 +5%
RWP
1721
RWA Wealth Partners
Massachusetts
$1.38M -$28.7K -188 -2%
FFWA
1722
FRG Family Wealth Advisors
Washington
$1.38M +$178K +1,165 +14%
CFA
1723
Cahill Financial Advisors
Minnesota
$1.37M -$153 -1 -0%
CT
1724
Clearstead Trust
Maine
$1.37M +$1.26M +8,271 +654%
TWM
1725
Tradition Wealth Management
Minnesota
$1.36M +$56.4K +370 +4%

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.