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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
WDG
1901
Wealth Dimensions Group
Ohio
$1.02M +$4.12K +27 +0.4%
WPA
1902
Winning Points Advisors
Florida
$1.02M +$9.3K +61 +0.9%
BFG
1903
Beacon Financial Group
Texas
$1.01M -$19.7K -129 -2%
SW
1904
Solidarity Wealth
Utah
$1.01M -$1.38M -9,067 -62%
PCP
1905
Proficio Capital Partners
Massachusetts
$1.01M -$27.5K -180 -2%
AFM
1906
Abbot Financial Management
Massachusetts
$1.01M +$28.2K +185 +3%
AIFAIM
1907
American Institute for Advanced Investment Management
Arizona
$1.01M -$11.4K -75 -1%
CCFP
1908
Charles Carroll Financial Partners
Massachusetts
$1.01M
JHCP
1909
Jackson Hole Capital Partners
Oklahoma
$998K +$252K +1,655 +31%
AIC
1910
Argus Investors Counsel
New York
$995K +$17.4K +114 +2%
MRCM
1911
M&R Capital Management
New Jersey
$992K +$22.4K +147 +2%
PA
1912
PSI Advisors
Florida
$990K +$98.1K +643 +10%
GWANC
1913
Guardian Wealth Advisors (North Carolina)
North Carolina
$986K +$63.1K +414 +6%
OFA
1914
Oak Family Advisors
Illinois
$986K +$86.2K +565 +9%
AFS
1915
Axiom Financial Strategies
Indiana
$985K -$59.5K -390 -5%
FC
1916
Forte Capital
New York
$982K +$16.9K +111 +2%
DTC
1917
Davidson Trust Company
Washington
$981K +$139K +913 +15%
TL
1918
Tradewinds LLC
North Carolina
$977K +$10.7K +70 +1%
FPB
1919
First PREMIER Bank
South Dakota
$975K -$6.1K -40 -0.6%
ARMT
1920
Amica Retiree Medical Trust
Rhode Island
$975K +$33.9K +222 +3%
THWM
1921
Taylor Hoffman Wealth Management
Virginia
$973K
CWA
1922
CJM Wealth Advisers
Virginia
$972K -$103K -674 -9%
SSWM
1923
Sheets Smith Wealth Management
North Carolina
$972K +$140K +915 +16%
WC
1924
Westhampton Capital
North Carolina
$969K -$7.63K -50 -0.7%
OC
1925
Oarsman Capital
Wisconsin
$969K +$22.9K +150 +2%

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.