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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
RW
2226
RVW Wealth
California
$617K -$16.8K -110 -2%
YWP
2227
YorkBridge Wealth Partners
New York
$615K +$106K +694 +19%
AWM
2228
Accel Wealth Management
Iowa
$613K -$26.8K -176 -4%
BRA
2229
Biechele Royce Advisors
Indiana
$613K -$9.91K -65 -2%
CFSG
2230
Clark Financial Services Group
Missouri
$613K +$651K +4,266 New
SC
2231
Steph & Co
Wisconsin
$612K -$115K -757 -15%
APWM
2232
Atlas Private Wealth Management
New York
$612K
ARG
2233
Advisory Resource Group
Oklahoma
$612K +$458 +3 +0.1%
PG
2234
Pendal Group
Australia
$612K +$94.6K +620 +17%
OMC
2235
Overbrook Management Corp
New York
$611K
VCM
2236
Vivaldi Capital Management
Illinois
$611K +$3.81K +25 +0.7%
VFA
2237
Voya Financial Advisors
Connecticut
$611K +$47.3K +310 +8%
DAM
2238
Diamant Asset Management
Connecticut
$610K
WMA
2239
West Michigan Advisors
Michigan
$609K -$14.2K -93 -2%
OWA
2240
Octavia Wealth Advisors
Ohio
$609K -$13.4K -88 -2%
B
2241
Bridgeworth
Alabama
$609K +$9.76K +64 +2%
CICI
2242
Capital Investment Counsel Inc
North Carolina
$608K -$194K -1,270 -23%
SIC
2243
Samalin Investment Counsel
New York
$608K -$12K -79 -2%
DWM
2244
Defined Wealth Management
Oregon
$608K +$305 +2 +0%
NCMW
2245
Northern Capital Management (Washington)
Washington
$606K
WBCM
2246
Wilson & Boucher Capital Management
California
$606K
C
2247
CEDRUS
Colorado
$606K +$32.2K +211 +5%
APIM
2248
Agate Pass Investment Management
Washington
$604K
ECM
2249
Exchange Capital Management
Michigan
$603K -$7.17K -47 -1%
STA
2250
Summit Trail Advisors
New York
$603K +$15.6K +102 +2%

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.