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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
SFP
1976
Sandbox Financial Partners
Maryland
$895K +$34.3K +225 +4%
TIA
1977
Traphagen Investment Advisors
New Jersey
$895K +$216K +1,419 +30%
CSB
1978
City State Bank
Iowa
$894K -$23.6K -155 -2%
LAS
1979
LWM Advisory Services
Florida
$893K +$83K +544 +10%
CPC
1980
Cookson Peirce & Co
Pennsylvania
$891K -$23.6K -155 -2%
SWA
1981
SOA Wealth Advisors
New York
$884K -$50.6K -332 -5%
MCA
1982
Millennium Capital Advisors
Arkansas
$881K +$1.22K +8 +0.1%
CCM
1983
Chickasaw Capital Management
Tennessee
$881K
VBFG
1984
Vishria Bird Financial Group
Tennessee
$881K
CG
1985
Corundum Group
Colorado
$877K +$36.6K +240 +4%
WAL
1986
W Advisors LLC
Tennessee
$874K +$763 +5 +0.1%
NRI
1987
NFP Retirement Inc
California
$873K -$47.4K -311 -5%
GAAM
1988
Guinness Atkinson Asset Management
California
$872K -$24.9K -163 -3%
CGA
1989
Crescent Grove Advisors
Illinois
$872K +$59.6K +391 +7%
IGGA
1990
Iron Gate Global Advisors
Utah
$862K -$15.9K -104 -2%
PAWC
1991
P.A.W. Capital
Connecticut
$862K
AP
1992
Appleton Partners
Massachusetts
$862K +$82.5K +541 +10%
LWMM
1993
Legacy Wealth Management (Mississippi)
Mississippi
$861K +$763 +5 +0.1%
JMFC
1994
J.M. Forbes & Co
Massachusetts
$861K +$109K +716 +14%
MAG
1995
MRA Advisory Group
New Jersey
$858K +$66.3K +435 +9%
CAM
1996
Covenant Asset Management
New Jersey
$857K +$110K +720 +14%
LWAM
1997
Legacy Wealth Asset Management
Minnesota
$855K -$356K -2,332 -28%
SRAM
1998
Spouting Rock Asset Management
Pennsylvania
$850K -$405K -2,655 -31%
GFS
1999
GYL Financial Synergies
Connecticut
$848K -$46.8K -307 -5%
OF
2000
Outfitter Financial
Maine
$848K

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.