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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
LWM
1951
Ledge Wealth Management
Minnesota
$926K +$767K +5,031 +355%
W
1952
Wealthquest
Ohio
$925K +$6.25K +41 +0.6%
MPPLM
1953
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$925K +$92.6K +607 +10%
JWM
1954
JGP Wealth Management
Oregon
$924K +$418K +2,738 +90%
CFP
1955
Curran Financial Partners
South Carolina
$923K +$3.2K +21 +0.3%
CBA
1956
Coastal Bridge Advisors
Connecticut
$921K
WCM
1957
Washburn Capital Management
Florida
$920K -$83K -544 -8%
HJGA
1958
Hardman Johnston Global Advisors
Connecticut
$919K +$15.3K +100 +2%
BA
1959
Ballast Advisors
Minnesota
$918K -$3.51K -23 -0.4%
FNBOSM
1960
First National Bank of South Miami
Florida
$917K -$74.1K -486 -7%
JE
1961
JMAC Enterprises
Pennsylvania
$916K +$29.3K +192 +3%
CHA
1962
Cooper/Haims Advisors
New York
$915K -$18.9K -124 -2%
III
1963
Independent Investors Inc
New York
$915K
LWA
1964
Lineweaver Wealth Advisors
Ohio
$914K -$26.7K -175 -3%
CA
1965
Cambridge Advisors
Nebraska
$914K +$22.1K +145 +2%
CL
1966
Choreo LLC
Illinois
$908K -$46.1K -302 -5%
JGUA
1967
John G. Ullman & Associates
New York
$908K +$48.2K +316 +5%
BWA
1968
Beam Wealth Advisors
Louisiana
$908K +$90.1K +591 +10%
APW
1969
Austin Private Wealth
Texas
$905K +$3.51K +23 +0.4%
TWP
1970
Total Wealth Planning
Ohio
$905K +$11.4K +75 +1%
CNBT
1971
Cornerstone National Bank & Trust
Illinois
$904K +$11.9K +78 +1%
AWM
1972
Aberdeen Wealth Management
Illinois
$902K
PFA
1973
Pure Financial Advisors
California
$900K +$85.7K +562 +10%
CBFP
1974
Cedar Brook Financial Partners
Ohio
$897K -$50K -328 -5%
CHP
1975
Cable Hill Partners
Oregon
$895K -$9.76K -64 -1%

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.