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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
PCMM
2026
Piedmont Capital Management (Montana)
Montana
$817K -$67.7K -444 -7%
DOA
2027
D'Orazio & Associates
Virginia
$817K +$58.4K +383 +7%
HCM
2028
Hodges Capital Management
Texas
$816K -$237K -1,551 -21%
AC
2029
AlphaCore Capital
California
$816K +$158K +1,039 +22%
NLP
2030
Next Level Private
New York
$816K +$346K +2,269 +79%
MGAM
2031
McGowan Group Asset Management
Texas
$814K +$36.6K +240 +4%
FBFS
2032
First Business Financial Services
Wisconsin
$814K +$142K +931 +20%
FA
2033
Fermata Advisors
California
$812K -$151K -990 -15%
IIA
2034
Integral Investment Advisors
California
$812K -$109K -716 -11%
BCA
2035
Bray Capital Advisors
Florida
$808K -$14.6K -96 -2%
BFA
2036
BMS Financial Advisors
South Dakota
$807K -$19.7K -129 -2%
SIA
2037
SkyView Investment Advisors
New Jersey
$806K -$31.6K -207 -4%
6F
2038
626 Financial
Michigan
$803K +$16.2K +106 +2%
APG
2039
Abacus Planning Group
South Carolina
$801K +$18.3K +120 +2%
HLOC
2040
H.L. Ormond & Company
North Carolina
$801K +$105K +686 +14%
NCM
2041
NCM Capital Management
New Jersey
$798K +$305 +2 +0%
SWM
2042
Scissortail Wealth Management
Oklahoma
$797K +$64.4K +422 +10%
MIM
2043
Morningstar Investment Management
Illinois
$796K +$217K +1,421 +35%
CAM
2044
Cozad Asset Management
Illinois
$795K -$18.5K -121 -2%
SWIM
2045
Smallwood Wealth Investment Management
New Jersey
$795K +$123K +809 +17%
GP
2046
Girard Partners
Pennsylvania
$789K -$177K -1,161 -17%
FH
2047
FWG Holdings
Florida
$789K +$121K +792 +17%
OPTFSNA
2048
Old Point Trust & Financial Services N A
Virginia
$787K -$2.9K -19 -0.3%
AAM
2049
Aureus Asset Management
Massachusetts
$786K +$153 +1 +0%
GWSG
2050
GPS Wealth Strategies Group
Colorado
$786K +$28.4K +186 +4%

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.