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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
DLCIG
2351
D.L. Carlson Investment Group
New Hampshire
$515K -$19.8K -130 -3%
FFC
2352
First Financial Corp
Indiana
$514K +$1.83K +12 +0.3%
CFA
2353
Capstone Financial Advisors
Illinois
$513K +$27.9K +183 +5%
GDP
2354
Great Diamond Partners
Maine
$511K -$1.68K -11 -0.3%
C1AG
2355
Client 1st Advisory Group
Florida
$511K +$38.4K +252 +8%
SMA
2356
Sage Mountain Advisors
Georgia
$508K -$383K -2,511 -42%
CHA
2357
Carmichael Hill & Associates
Maryland
$508K -$31.9K -209 -6%
MPW
2358
MA Private Wealth
California
$507K +$3.35K +22 +0.8%
AIM
2359
Achmea Investment Management
Netherlands
$505K
FC
2360
FCA Corp
Texas
$503K
WMC
2361
Westwood Management Corporation
Illinois
$502K -$47K -308 -8%
FA
2362
Financial Advisors
Massachusetts
$502K -$23.5K -154 -5%
VNA
2363
Valley National Advisers
Pennsylvania
$502K -$915 -6 -0.2%
PSF
2364
Pacific Sun Financial
California
$501K -$6.56K -43 -1%
CA
2365
Cornerstone Advisory
Maryland
$501K +$458 +3 +0.1%
HA
2366
HC Advisors
Georgia
$501K +$20.6K +135 +4%
CIM
2367
Contravisory Investment Management
Massachusetts
$501K +$293K +1,919 +123%
CCG
2368
Chatham Capital Group
Georgia
$500K -$11.4K -75 -2%
SRC
2369
Sage Rhino Capital
California
$500K -$7.32K -48 -1%
LA
2370
LexAurum Advisors
Kansas
$500K +$9.15K +60 +2%
CCG
2371
Coastwise Capital Group
California
$499K -$47.6K -312 -8%
IAA
2372
Ironsides Asset Advisors
North Carolina
$497K
HSG
2373
Helen Stephens Group
Texas
$496K
VLC
2374
Van Leeuwen & Company
New Jersey
$496K
LPIC
2375
LeJeune Puetz Investment Counsel
Michigan
$494K -$62.4K -409 -11%

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.