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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
BFC
2201
Blue Fin Capital
Rhode Island
$642K +$184K +1,208 +37%
JC
2202
JB Capital
Connecticut
$641K -$429K -2,812 -39%
FG
2203
Foster Group
Iowa
$640K +$68.3K +448 +11%
RMSCM
2204
R.M. Sincerbeaux Capital Management
New York
$639K
EIA
2205
Eldridge Investment Advisors
New Hampshire
$639K +$79.5K +521 +13%
FMP
2206
Financial Management Professionals
Texas
$638K -$232K -1,523 -26%
VCM
2207
Vigilant Capital Management
Maine
$638K -$21.7K -142 -3%
NRW
2208
Nova R Wealth
Kansas
$638K +$4.12K +27 +0.6%
OWP
2209
Obermeyer Wealth Partners
Colorado
$638K +$14.6K +96 +2%
PIA
2210
Perennial Investment Advisors
California
$636K +$63.4K +416 +10%
SCA
2211
SMH Capital Advisors
Texas
$635K -$11K -72 -2%
DWM
2212
Drive Wealth Management
Utah
$635K +$95.8K +628 +17%
GAA
2213
Global Assets Advisory
Florida
$634K -$37.1K -243 -6%
SAM
2214
Summit Asset Management
Tennessee
$633K -$6.25K -41 -0.9%
TA
2215
Tectonic Advisors
Texas
$632K -$20.7K -136 -3%
TIM
2216
Tevis Investment Management
Texas
$632K +$12K +79 +2%
CBN
2217
Cadence Bank NA
Texas
$628K -$5.3M -34,741 -89%
AA
2218
AF Advisors
California
$628K
HA
2219
Harbor Advisors
Florida
$628K
RFM
2220
Royal Fund Management
Florida
$626K -$160K -1,048 -19%
SL
2221
Salomon & Ludwin
Virginia
$623K +$167K +1,095 +34%
LIG
2222
Lokken Investment Group
Delaware
$622K +$7.78K +51 +1%
RWP
2223
Revolve Wealth Partners
New Jersey
$619K +$136K +889 +26%
CPW
2224
Crestmont Private Wealth
Texas
$618K +$5.79K +38 +0.9%
NMG
2225
New Millennium Group
Utah
$618K +$23.6K +155 +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.