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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
EWM
2401
Elmwood Wealth Management
California
$467K +$19.2K +126 +4%
B
2402
BetterWealth
California
$466K -$15.3K -100 -3%
IWA
2403
Intercontinental Wealth Advisors
Texas
$465K +$68.9K +452 +16%
HC
2404
Henshaw Capital
Massachusetts
$464K +$72.6K +476 +17%
MWM
2405
MinichMacGregor Wealth Management
New York
$464K +$186K +1,221 +61%
FFG
2406
Fortem Financial Group
California
$461K -$27.6K -181 -5%
BFG
2407
Berger Financial Group
Minnesota
$460K -$61.6K -404 -11%
FC
2408
Financial Consulate
Maryland
$460K
WMG
2409
WESCAP Management Group
California
$460K
NF
2410
Nikulski Financial
Iowa
$459K +$3.05K +20 +0.6%
PWM
2411
Paulson Wealth Management
Illinois
$458K -$6.56K -43 -1%
JEST
2412
JTC Employer Solutions Trustee
Jersey
$458K +$73.1K +479 +18%
PWM
2413
Purus Wealth Management
California
$457K -$763 -5 -0.2%
TCWA
2414
Ten Capital Wealth Advisors
Washington
$457K +$37.1K +243 +8%
UF
2415
Univest Financial
Pennsylvania
$456K
DA
2416
Dash Acquisitions
California
$456K +$208K +1,362 +75%
CWP
2417
Concord Wealth Partners
Virginia
$455K -$39.5K -259 -8%
AA
2418
Axiom Advisory
California
$455K +$4.12K +27 +0.9%
SA
2419
Shilanski & Associates
Alaska
$454K -$229K -1,500 -32%
PCMC
2420
Private Capital Management (Colorado)
Colorado
$454K -$915 -6 -0.2%
SSW
2421
Smith Shellnut Wilson
Mississippi
$453K +$17.4K +114 +4%
LAM
2422
Lingohr Asset Management
Germany
$452K +$381K +2,500 New
BFS
2423
Bickling Financial Services
Massachusetts
$451K +$3.51K +23 +0.7%
BMD
2424
Better Money Decisions
New Mexico
$451K +$11.4K +75 +2%
AWA
2425
Archvest Wealth Advisors
California
$451K +$479K +3,140 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.