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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
SAM
1926
Secure Asset Management
Michigan
$966K +$166K +1,087 +19%
AC
1927
Apella Capital
Connecticut
$965K -$190K -1,247 -16%
MHR
1928
Matthew Hamilton Rosenberg
$965K -$46.1K -302 -4%
ACS
1929
Archford Capital Strategies
Illinois
$964K +$38.4K +252 +4%
DFS
1930
Dixon Fnancial Services
California
$963K +$32.5K +213 +3%
AIM
1931
Arcadia Investment Management
Michigan
$962K -$99.9K -655 -9%
HFM
1932
Harvest Fund Management
China
$962K +$100K +656 +11%
MPIA
1933
Mountain Pacific Investment Advisers
Idaho
$958K -$42.2K -277 -4%
CCIA
1934
Campbell & Co Investment Adviser
Maryland
$957K -$1.12M -7,355 -52%
FANJ
1935
Financial Architects (New Jersey)
New Jersey
$957K +$6.56K +43 +0.7%
SPWM
1936
Schrum Private Wealth Management
Florida
$957K +$15.4K +101 +2%
SIAG
1937
Safeguard Investment Advisory Group
California
$956K +$490K +3,213 +93%
BBNA
1938
Bremer Bank National Association
Minnesota
$955K -$96.7K -634 -9%
MA
1939
MBA Advisors
Pennsylvania
$953K +$92.4K +606 +10%
CCG
1940
Ceeto Capital Group
Florida
$951K -$153K -1,000 -13%
AWA
1941
Amplius Wealth Advisors
Pennsylvania
$949K +$385K +2,522 +62%
CP
1942
Covenant Partners
Tennessee
$945K -$228K -1,495 -19%
WA
1943
Wealthstar Advisors
Texas
$944K -$483K -3,168 -33%
TAM
1944
Townsend Asset Management
North Carolina
$943K -$15.9K -104 -2%
WDA
1945
Wendell David Associates
New Hampshire
$941K +$15.3K +100 +2%
IIC
1946
Integrated Investment Consultants
Michigan
$940K -$47.4K -311 -5%
MAG
1947
Mayfair Advisory Group
Alabama
$938K +$120K +785 +15%
CCA
1948
Cadent Capital Advisors
Oklahoma
$936K +$552K +3,618 +125%
NQWM
1949
Northwest Quadrant Wealth Management
Oregon
$935K -$1.68K -11 -0.2%
CIM
1950
CIM Investment Management
Pennsylvania
$928K +$312K +2,043 +46%

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.