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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
RIG
2051
Renaissance Investment Group
Massachusetts
$786K +$355K +2,325 +105%
EW
2052
Evoke Wealth
California
$785K -$60.5K -397 -7%
PWAG
2053
Polaris Wealth Advisory Group
California
$785K +$20.3K +133 +3%
FNBOH
2054
First National Bank of Hutchinson
Kansas
$783K +$61.5K +403 +8%
RGC
2055
Roberts, Glore & Co
Illinois
$782K -$293K -1,920 -26%
SWM
2056
Salvus Wealth Management
New Jersey
$781K +$32.5K +213 +4%
CA
2057
Carson Advisory
Georgia
$781K +$136K +891 +20%
EWM
2058
EPG Wealth Management
Georgia
$779K +$53.2K +349 +7%
HI
2059
Hoey Investments
Pennsylvania
$778K -$87.2K -572 -10%
GWM
2060
Gray Wealth Management
Maine
$777K +$12.2K +80 +2%
DLHL
2061
Donald L. Hagan LLC
Florida
$775K -$8.69K -57 -1%
BCMLT
2062
Beacon Capital Management LLC (Tennessee)
Tennessee
$775K +$2.59K +17 +0.3%
SP
2063
Successful Portfolios
Florida
$774K -$3.81K -25 -0.5%
SOS
2064
Silver Oak Securities
Tennessee
$773K -$228K -1,495 -25%
LFG
2065
Larson Financial Group
Missouri
$773K +$44.7K +293 +6%
HWA
2066
Heartwood Wealth Advisors
Virginia
$772K +$115K +754 +16%
TNB
2067
Thomasville National Bank
Georgia
$770K +$36.6K +240 +5%
MPW
2068
Monterey Private Wealth
California
$769K -$108K -710 -12%
WF
2069
Wayfinding Financial
Washington
$768K +$20.3K +133 +3%
DC
2070
Diametric Capital
Massachusetts
$766K +$813K +5,334 New
JIP
2071
Jaffetilchin Investment Partners
Florida
$765K +$27.5K +180 +3%
AIS
2072
AM Investment Strategies
Tennessee
$765K +$28.2K +185 +4%
NERM
2073
New England Research & Management
Illinois
$761K +$507K +3,325 +168%
FCAG
2074
First Capital Advisors Group
New Jersey
$760K -$31.6K -207 -4%
BCM
2075
Blume Capital Management
California
$758K +$7.78K +51 +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.