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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
BWM
2276
Birchcreek Wealth Management
Ohio
$576K
QC
2277
Quent Capital
New York
$576K +$75.9K +498 +14%
KC
2278
Kenfarb & Co
Kentucky
$575K
BCFD
2279
Boit C.F. David
$575K +$610K +4,000 New
GA
2280
Gateway Advisory
New Jersey
$574K +$47.4K +311 +8%
SWP
2281
Strategic Wealth Partners
Ohio
$572K +$242K +1,585 +66%
RCG
2282
Regatta Capital Group
California
$568K +$53.4K +350 +10%
AP
2283
Adero Partners
California
$567K +$62.5K +410 +14%
EWA
2284
Encompass Wealth Advisors
Oregon
$565K -$9K -59 -1%
HCA
2285
Horan Capital Advisors
Ohio
$565K -$1.37K -9 -0.2%
LAM
2286
L2 Asset Management
Massachusetts
$565K +$74.4K +488 +14%
CWM
2287
Castle Wealth Management
Florida
$564K +$83.6K +548 +16%
PMG
2288
Private Management Group
California
$563K +$37.8K +248 +7%
SMG
2289
Smart Money Group
Texas
$563K +$4.73K +31 +0.8%
BHWM
2290
Beaird Harris Wealth Management
Texas
$563K +$20.9K +137 +4%
SB
2291
Sunflower Bank
Texas
$562K -$51.1K -335 -8%
GWM
2292
Greenwich Wealth Management
Connecticut
$562K +$52.3K +343 +10%
WAM
2293
WNY Asset Management
New York
$560K +$23.2K +152 +4%
SFS
2294
Summit Financial Strategies
Ohio
$560K +$331K +2,170 +126%
RRA
2295
Round Rock Advisors
Connecticut
$558K +$6.71K +44 +1%
CWM
2296
Connecticut Wealth Management
Connecticut
$557K -$19.8K -130 -3%
GKWIM
2297
Gerber Kawasaki Wealth & Investment Management
California
$557K +$18.9K +124 +3%
PIA
2298
Pinion Investment Advisors
Kansas
$556K +$3.05K +20 +0.5%
EWM
2299
Elite Wealth Management
Washington
$556K +$3.96K +26 +0.7%
SIC
2300
Sterling Investment Counsel
New York
$556K +$5.49K +36 +0.9%

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.