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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
EA
2126
Eclectic Associates
California
$703K +$153 +1 +0%
WP
2127
WealthShield Partners
North Carolina
$702K -$458 -3 -0.1%
EIA
2128
Edgemoor Investment Advisors
Maryland
$699K -$91.8K -602 -11%
EIG
2129
Ellenbecker Investment Group
Wisconsin
$697K +$11.3K +74 +2%
RWA
2130
Rainsberger Wealth Advisors
Colorado
$697K +$135K +883 +22%
MWM
2131
Moulton Wealth Management
Washington
$696K -$54.4K -357 -7%
MA
2132
MKT Advisors
California
$696K -$12.5K -82 -2%
GWAM
2133
Guardian Wealth Advisors (Minnesota)
Minnesota
$696K -$7.47K -49 -1%
HBW
2134
Hazlett, Burt & Watson
West Virginia
$696K +$8.39K +55 +1%
SXL
2135
Summit X LLC
Missouri
$696K +$58.3K +382 +9%
AA
2136
Auxano Advisors
Washington
$695K +$244K +1,602 +50%
AP
2137
Atwood & Palmer
Missouri
$693K -$15.3K -100 -2%
ECM
2138
Elgethun Capital Management
South Dakota
$692K +$198K +1,296 +37%
CL
2139
COWA LLC
Oklahoma
$691K +$13.1K +86 +2%
JHP
2140
James Hambro & Partners
United Kingdom
$690K
GRQ
2141
Gardner Russo & Quinn
Pennsylvania
$690K +$1.98K +13 +0.3%
CFD
2142
Creative Financial Designs
Indiana
$690K +$49.3K +323 +7%
CAN
2143
Claraphi Advisory Network
United States
$689K -$1.63M -10,701 -69%
PP
2144
PDS Planning
Ohio
$689K -$7.01K -46 -1%
SFS
2145
Stiles Financial Services
Minnesota
$687K -$111K -725 -13%
BOM
2146
Bank of Marin
California
$686K -$52.6K -345 -7%
GG
2147
Greenwood Gearhart
Arkansas
$686K +$1.52K +10 +0.2%
KCPG
2148
Kavar Capital Partners Group
Kansas
$685K +$763 +5 +0.1%
TIM
2149
Tortoise Investment Management
New York
$685K +$391K +2,565 +116%
HFAS
2150
Hummer Financial Advisory Services
Illinois
$683K -$7.63K -50 -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.