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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
GG
2101
Golden Green
South Carolina
$720K -$111K -725 -13%
BA
2102
Ballew Advisors
Mississippi
$720K +$298K +1,952 +74%
AF
2103
Apexium Financial
Texas
$719K +$763K +5,001 New
MWM
2104
Merriman Wealth Management
Washington
$718K -$763 -5 -0.1%
AAI
2105
American Assets Inc
California
$718K
HGERS
2106
Householder Group Estate & Retirement Specialist
Arizona
$718K +$59.3K +389 +8%
IFWM
2107
Institute for Wealth Management
Colorado
$715K -$3.05K -20 -0.4%
RPWA
2108
Regent Peak Wealth Advisors
Georgia
$714K +$29.3K +192 +4%
PPG
2109
Peak Planning Group
Colorado
$713K -$3.81K -25 -0.5%
KFC
2110
Klingenstein Fields & Co
New York
$713K -$12.8K -84 -2%
APWA
2111
Atlas Private Wealth Advisors
New Jersey
$713K +$38.7K +254 +5%
Q
2112
QVR
California
$713K +$246K +1,614 +48%
ACM
2113
Alta Capital Management
Utah
$711K -$59.3K -389 -7%
SDH
2114
Sloy Dahl & Holst
Washington
$710K -$18.3K -120 -2%
CGH
2115
CMG Global Holdings
Texas
$709K -$371K -2,431 -33%
AW
2116
Avion Wealth
Texas
$708K +$3.96K +26 +0.5%
GA
2117
Greenspring Advisors
Maryland
$708K +$41K +269 +6%
PAG
2118
Powers Advisory Group
Illinois
$707K +$1.98K +13 +0.3%
GAM
2119
Gemmer Asset Management
California
$707K +$24.7K +162 +3%
WA
2120
Wambolt & Associates
Colorado
$706K +$56K +367 +8%
OWM
2121
OneAscent Wealth Management
Alabama
$706K +$258K +1,691 +52%
CCM
2122
Carderock Capital Management
Maryland
$705K +$19.8K +130 +3%
HPWM
2123
Highland Private Wealth Management
Washington
$705K +$21.2K +139 +3%
CBT
2124
Central Bank & Trust
Kentucky
$705K +$33.6K +220 +5%
HEIP
2125
Hudson Edge Investment Partners
New Jersey
$704K -$22.6K -148 -3%

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.