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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
HDIM
2151
Hanson & Doremus Investment Management
Vermont
$683K +$1.83K +12 +0.3%
AWM
2152
Act Wealth Management
Texas
$682K +$8.23K +54 +1%
ACP
2153
Aviance Capital Partners
Florida
$681K +$22K +144 +3%
Members Trust
2154
Members Trust
Florida
$679K -$41K -269 -5%
TFA
2155
Triad Financial Advisors
North Carolina
$678K +$6.41K +42 +0.9%
ICA
2156
Infrastructure Capital Advisors
New York
$677K -$51.5K -338 -7%
EIP
2157
Ellis Investment Partners
Pennsylvania
$677K -$1.22K -8 -0.2%
BRC
2158
Bell Rock Capital
Delaware
$677K +$718K +4,710 New
SAM
2159
Security Asset Management
New York
$676K
HFRG
2160
Houlihan Financial Resource Group
Virginia
$676K +$656K +4,302 New
KP
2161
Keel Point
Alabama
$675K +$5.03K +33 +0.7%
AA
2162
Alta Advisers
United Kingdom
$675K +$717K +4,700 New
AC
2163
Avestar Capital
New York
$674K -$94.3K -618 -12%
JGIA
2164
Jackson Grant Investment Advisers
Connecticut
$674K +$1.22K +8 +0.2%
VEA
2165
Virtus ETF Advisers
New York
$672K +$15.9K +104 +2%
WI
2166
Wedgewood Investors
Pennsylvania
$668K
BIA
2167
Barry Investment Advisors
Massachusetts
$665K -$3.96K -26 -0.6%
BWA
2168
Blodgett Wealth Advisors
California
$665K +$331K +2,171 +88%
DTL
2169
Dynamic Technology Lab
Singapore
$664K -$569K -3,730 -45%
BWM
2170
BCS Wealth Management
Tennessee
$664K -$154K -1,010 -18%
BWP
2171
Bernardo Wealth Planning
Pennsylvania
$664K +$305 +2 +0.1%
EBSAM
2172
Eubel Brady & Suttman Asset Management
Ohio
$662K -$31.1K -204 -4%
GTAM
2173
Global Trust Asset Management
Florida
$662K +$3.66K +24 +0.5%
CCA
2174
Cottonwood Capital Advisors
Utah
$661K +$2.9K +19 +0.4%
MCM
2175
Mendel Capital Management
Arkansas
$661K +$140K +919 +25%

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.