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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
CA
1751
Calton & Associates
Florida
$1.3M +$17.4K +114 +1%
NIM
1752
Needham Investment Management
New York
$1.29M
WTFG
1753
Wells Trecaso Financial Group
Ohio
$1.29M +$5.49K +36 +0.4%
LFA
1754
Legacy Financial Advisors
Kentucky
$1.29M +$136K +890 +11%
WMA
1755
Wealth Management Associates
New Jersey
$1.29M +$226K +1,479 +20%
GCA
1756
Gradient Capital Advisors
California
$1.29M +$2.29K +15 +0.2%
PL
1757
Plancorp LLC
Missouri
$1.29M +$17.5K +115 +1%
REMPR
1758
Roof Eidam Maycock Peralta (REMP)
California
$1.28M +$610 +4 +0%
KIC
1759
Keating Investment Counselors
Florida
$1.28M
EWS
1760
Evergreen Wealth Solutions
Pennsylvania
$1.28M +$189K +1,236 +16%
MTC
1761
McDaniel Terry & Co
Texas
$1.28M +$1.07K +7 +0.1%
SFG
1762
StrategIQ Financial Group
Indiana
$1.27M +$5.34K +35 +0.4%
TCM
1763
Traynor Capital Management
Pennsylvania
$1.27M +$208K +1,364 +18%
WEG
1764
World Equity Group
Illinois
$1.27M +$25.3K +166 +2%
CPO
1765
Cerity Partners OCIO
New York
$1.27M -$128K -837 -9%
WFM
1766
Wolff Financial Management
Michigan
$1.27M +$305 +2 +0%
WPC
1767
Wedmont Private Capital
Pennsylvania
$1.26M +$88.9K +583 +7%
RWB
1768
RMR Wealth Builders
New Jersey
$1.26M +$16.9K +111 +1%
LB
1769
Legacy Bridge
Iowa
$1.26M
CWM
1770
Centric Wealth Management
Illinois
$1.25M +$940K +6,164 +241%
FCB
1771
First Command Bank
Texas
$1.25M -$10.5K -69 -0.8%
FCFS
1772
First Command Financial Services
Texas
$1.25M -$10.5K -69 -0.8%
AA
1773
Advisory Alpha
Michigan
$1.25M +$5.79K +38 +0.4%
WI
1774
Wintrust Investments
Illinois
$1.25M +$1.33M +8,708 New
SCA
1775
Spearhead Capital Advisors
Florida
$1.25M -$7.84M -51,422 -86%

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.