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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
SIMM
2426
Stillwater Investment Management (Minnesota)
Minnesota
$450K +$4.12K +27 +0.9%
WWMSC
2427
Wagner Wealth Management (South Carolina)
South Carolina
$450K +$70.2K +460 +17%
AFT
2428
Alpha Family Trust
California
$450K +$478K +3,135 New
LJAC
2429
L.J. Altfest & Co
New York
$449K +$31K +203 +7%
SC
2430
Slow Capital
California
$448K -$163K -1,070 -26%
KAM
2431
Knightsbridge Asset Management
California
$448K +$39.8K +261 +9%
HHGA
2432
Halbert Hargrove Global Advisors
California
$448K +$54.6K +358 +13%
SIS
2433
Sound Income Strategies
Florida
$447K +$35.5K +233 +8%
DDC
2434
DF Dent & Co
Maryland
$447K +$74.4K +488 +19%
GEA
2435
Glen Eagle Advisors
New Jersey
$447K -$34.8K -228 -7%
CM
2436
Columbus Macro
Pennsylvania
$446K -$80.1K -525 -14%
AI
2437
AXS Investments
New York
$446K +$89.4K +586 +23%
PWA
2438
Physician Wealth Advisors
Utah
$444K +$305 +2 +0.1%
RW
2439
Rede Wealth
Virginia
$443K +$153 +1 +0%
JCM
2440
Jag Capital Management
Missouri
$439K -$133K -871 -22%
LAM
2441
LFS Asset Management
California
$438K -$2.66M -17,472 -85%
WCF
2442
West Coast Financial
California
$438K -$75.6K -496 -14%
NFSG
2443
Newbridge Financial Services Group
Florida
$438K +$147K +962 +46%
AM
2444
Atwater Malick
Pennsylvania
$437K
MGIA
2445
Matthew Goff Investment Advisor
Texas
$437K +$12.7K +83 +3%
GCM
2446
Graham Capital Management
Connecticut
$437K +$136K +894 +42%
TIM
2447
Total Investment Management
Arizona
$436K -$204K -1,339 -31%
RWA
2448
Roberts Wealth Advisors
California
$436K -$16.8K -110 -4%
AWS
2449
AJ Wealth Strategies
New York
$436K +$5.49K +36 +1%
CWA
2450
Clarus Wealth Advisors
Arizona
$436K +$33.1K +217 +8%

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.