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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
SWMP
2001
Signature Wealth Management Partners
New Jersey
$846K
NAS
2002
Nicolet Advisory Services
Wisconsin
$846K +$88.9K +583 +12%
LWP
2003
Lumature Wealth Partners
Georgia
$845K +$26.7K +175 +3%
SA
2004
SAM Advisors
California
$844K +$915 +6 +0.1%
ERWM
2005
Elk River Wealth Management
Colorado
$843K
PCM
2006
Palisade Capital Management
New Jersey
$841K
WQ
2007
Wealth Quarterback
New Jersey
$840K -$8.85K -58 -1%
VWA
2008
V Wealth Advisors
Kansas
$839K -$87.8K -576 -9%
LIA
2009
LBMC Investment Advisors
Tennessee
$839K
WCA
2010
Westover Capital Advisors
Delaware
$837K -$24.4K -160 -3%
BIM
2011
Bridgecreek Investment Management
Oklahoma
$837K +$4.42K +29 +0.5%
BW
2012
Bison Wealth
Georgia
$837K +$101K +663 +13%
SPA
2013
Shore Point Advisors
New Jersey
$836K
WCG
2014
Weaver Consulting Group
California
$836K +$2.13K +14 +0.2%
BCAM
2015
Boston Common Asset Management
Massachusetts
$833K +$885K +5,800 New
CWA
2016
Consilium Wealth Advisory
Texas
$832K -$46.4K -304 -5%
MTC
2017
Matrix Trust Company
Colorado
$832K +$430K +2,819 +95%
SCM
2018
Sterneck Capital Management
Missouri
$831K +$15.6K +102 +2%
MA
2019
MONECO Advisors
Connecticut
$830K -$2.44K -16 -0.3%
UIA
2020
UBP Investment Advisors
Switzerland
$830K
BWCS
2021
Beirne Wealth Consulting Services
Connecticut
$829K -$20.3K -133 -2%
W
2022
WorthPointe
California
$828K +$153 +1 +0%
GP
2023
Greenline Partners
New York
$827K
IP
2024
Ignite Planners
California
$824K +$61.5K +403 +8%
BHC
2025
Bowen Hanes & Co
Florida
$822K

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.