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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
MSCM
2251
McElhenny Sheffield Capital Management
Texas
$602K
FWA
2252
FSM Wealth Advisors
Ohio
$602K +$225K +1,473 +54%
DAM
2253
Derbend Asset Management
Georgia
$601K +$305 +2 +0%
CWA
2254
Centennial Wealth Advisory
Michigan
$600K -$140K -919 -18%
RFN
2255
RDA Financial Network
Iowa
$597K -$8.23K -54 -1%
HWM
2256
Hohimer Wealth Management
Washington
$596K
PWMG
2257
Pinnacle Wealth Management Group
Michigan
$596K +$122K +800 +24%
CIA
2258
Cladis Investment Advisory
Montana
$594K
CCM
2259
Carlson Capital Management
Minnesota
$593K -$145K -948 -19%
TA
2260
Trellis Advisors
Washington
$592K +$39.2K +257 +7%
CAM
2261
Cidel Asset Management
Ontario, Canada
$589K
PAS
2262
Professional Advisory Services
Florida
$589K
SWM
2263
Sugarloaf Wealth Management
Georgia
$589K +$18.6K +122 +3%
CAM
2264
Costello Asset Management
Pennsylvania
$588K -$1.14M -7,470 -65%
TWM
2265
Tanager Wealth Management
United Kingdom
$586K
CCIA
2266
Cherry Creek Investment Advisors
Colorado
$586K +$141K +926 +29%
TRIA
2267
Trail Ridge Investment Advisors
Colorado
$585K -$122K -798 -20%
KWM
2268
Kolinsky Wealth Management
New Jersey
$585K -$5.03K -33 -0.8%
DWM
2269
Dorchester Wealth Management
Quebec, Canada
$582K -$13.7K -90 -2%
MIM
2270
Meixler Investment Management
Arizona
$581K -$33.2K -218 -5%
SCFS
2271
S.C. Financial Services
Arizona
$581K +$24.9K +163 +4%
RHJA
2272
Rice Hall James & Associates
California
$580K -$32.6K -214 -5%
NPA
2273
Nichols & Pratt Advisers
Massachusetts
$579K +$39.5K +259 +7%
PPWM
2274
Paragon Private Wealth Management
Kentucky
$578K +$216K +1,419 +75%
SAG
2275
Spotlight Asset Group
Illinois
$577K +$508K +3,329 New

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.