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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
BPFA
2376
Barnes Pettey Financial Advisors
Mississippi
$489K -$6.1K -40 -1%
CAM
2377
Cubic Asset Management
Massachusetts
$489K
EWM
2378
Evermay Wealth Management
Virginia
$489K +$32.5K +213 +7%
WWA
2379
WC Walker & Associates
California
$489K +$41.5K +272 +11%
AAP
2380
Arax Advisory Partners
Colorado
$488K -$12.8K -84 -2%
WAG
2381
Winthrop Advisory Group
Massachusetts
$488K +$2.44K +16 +0.5%
ADBIC
2382
A.D. Beadell Investment Counsel
Wisconsin
$486K +$38.1K +250 +8%
OFG
2383
Oxford Financial Group
Indiana
$485K -$81.7K -536 -14%
AFIA
2384
America First Investment Advisors
Nebraska
$485K
PA
2385
Probity Advisors
Texas
$485K +$10.1K +66 +2%
SGCA
2386
Steel Grove Capital Advisors
Tennessee
$482K +$52K +341 +11%
DI
2387
Disciplined Investments
Oklahoma
$481K +$77.6K +509 +18%
AC
2388
Addison Capital
Pennsylvania
$480K -$21.7K -142 -4%
CMS
2389
Capital Market Strategies
Florida
$477K +$36.5K +239 +8%
CA
2390
Crumly & Associates
Illinois
$476K +$39.8K +261 +9%
LMKC
2391
L.M. Kohn & Company
Ohio
$475K +$1.83K +12 +0.4%
ACA
2392
Aspire Capital Advisors
Washington
$474K +$1.37K +9 +0.3%
SOW
2393
State of Wyoming
Wyoming
$473K +$374K +2,452 +291%
SC
2394
Schubert & Co
Texas
$472K +$83K +544 +20%
BFO
2395
Biltmore Family Office
North Carolina
$470K +$9.91K +65 +2%
AWM
2396
Ameliora Wealth Management
Switzerland
$469K +$454K +2,976 New
FC
2397
Fusion Capital
South Carolina
$468K -$11.7K -77 -2%
AI
2398
Axiom Investors
Connecticut
$468K +$497K +3,260 New
XWM
2399
Xcel Wealth Management
Florida
$467K -$45.8K -300 -8%
KBG
2400
Kahn Brothers Group
New York
$467K

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.