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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
KC
1801
Kingfisher Capital
North Carolina
$1.18M +$472K +3,095 +60%
SW
1802
SkyOak Wealth
Michigan
$1.18M -$6.1K -40 -0.5%
SAM
1803
S.A. Mason
Michigan
$1.18M +$458 +3 +0%
VBCG
1804
Valley Brook Capital Group
Pennsylvania
$1.18M
WCM
1805
Whitener Capital Management
North Carolina
$1.18M +$93.9K +616 +8%
TNAM
1806
Terra Nova Asset Management
New York
$1.18M +$37.5K +246 +3%
HCP
1807
Hexagon Capital Partners
Arkansas
$1.18M +$131K +857 +12%
SCI
1808
Stableford Capital II
Arizona
$1.18M -$17.1K -112 -2%
DA
1809
DCM Advisors
New York
$1.17M -$212K -1,388 -15%
DAC
1810
Dividend Assets Capital
South Carolina
$1.17M +$14.5K +95 +1%
RPCONE
1811
Retirement Planning Company of New England
Rhode Island
$1.17M -$14K -92 -1%
RP
1812
Rice Partnership
Hawaii
$1.16M +$142K +934 +13%
SFS
1813
Solitude Financial Services
Virginia
$1.16M +$25.9K +170 +2%
Kovitz Investment Group Partners
1814
Kovitz Investment Group Partners
Illinois
$1.16M +$44.5K +292 +4%
SBL
1815
Sargent Bickham Lagudis
Colorado
$1.15M -$14.8K -97 -1%
EC
1816
Estate Counselors
Wisconsin
$1.15M
ASBI
1817
American State Bank (Iowa)
Iowa
$1.15M +$58.1K +381 +5%
CCMT
1818
CMT Capital Markets Trading
Germany
$1.15M +$1.22M +8,000 New
WHC
1819
Wulff, Hansen & Co
California
$1.15M
AA
1820
Apriem Advisors
California
$1.15M -$19.1K -125 -2%
CCA
1821
Conservest Capital Advisors
Pennsylvania
$1.14M -$1.23M -8,085 Closed
BDF
1822
Balasa Dinverno & Foltz
$1.13M -$176K -1,152 -13%
CG
1823
Castellan Group
Kentucky
$1.13M +$9.61K +63 +0.8%
F
1824
F3Logic
Minnesota
$1.13M -$112K -734 -8%
HVM
1825
Harvest Volatility Management
Connecticut
$1.13M -$96.5K -633 -8%

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.