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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
PCA
176
Personal Capital Advisors
California
$77.8M +$2.04M +13,376 +3%
Allspring Global Investments
177
Allspring Global Investments
North Carolina
$77.7M +$11.7M +76,968 +17%
CFB
178
Cullen/Frost Bankers
Texas
$77.5M +$1.39M +9,142 +2%
EHC
179
Everett Harris & Co
California
$76.8M -$1.47M -9,660 -2%
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$76.7M +$3.39M +22,245 +4%
AB
181
Amalgamated Bank
New York
$76.5M +$5.4M +35,437 +7%
MA
182
MUFG Americas
New York
$76.2M -$1.34M -8,762 -2%
AIA
183
Avalon Investment & Advisory
Texas
$74.5M -$35.9M -235,510 -31%
Aberdeen Group
184
Aberdeen Group
United Kingdom
$74.4M -$3.32M -21,776 -4%
CAI
185
Capital Advisors Inc
Oklahoma
$74.3M -$917K -6,013 -1%
JIC
186
Johnson Investment Counsel
Ohio
$73.7M +$6.19M +40,560 +9%
Nisa Investment Advisors
187
Nisa Investment Advisors
Missouri
$73.2M -$161K -1,058 -0.2%
ASRS
188
Arizona State Retirement System
Arizona
$72.9M -$4.11M -26,920 -5%
DLA
189
Douglas Lane & Associates
New York
$72M -$927K -6,078 -1%
FMI
190
Factory Mutual Insurance
Massachusetts
$71.8M -$1.27M -8,300 -2%
PI
191
PineBridge Investments
New York
$71.5M +$28.9M +189,821 +62%
State of Tennessee, Department of Treasury
192
State of Tennessee, Department of Treasury
Tennessee
$70.7M -$3.62M -23,740 -5%
Creative Planning
193
Creative Planning
Kansas
$70.6M -$3.21M -21,053 -4%
SOMRS
194
State of Michigan Retirement System
Michigan
$70M -$6.51M -42,700 -8%
MIM
195
MetLife Investment Management
New Jersey
$69.2M -$7.31M -47,928 -9%
AIG
196
American International Group
New York
$67.8M -$8.46M -55,487 -11%
Aviva
197
Aviva
United Kingdom
$65.6M -$513K -3,361 -0.7%
TRSOTSOK
198
Teachers Retirement System of the State of Kentucky
Kentucky
$65.4M +$69.5M +455,521 New
KCM
199
Kornitzer Capital Management
Kansas
$65.3M -$1.53M -10,045 -2%
Axa
200
Axa
France
$65.1M -$12.8M -83,846 -16%

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.