We are live on ! Find out more
CVX icon

Chevron

3,064 hedge funds and large institutions have $268B invested in Chevron in 2022 Q1 according to their latest regulatory filings, with 298 funds opening new positions, 1,129 increasing their positions, 1,347 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more first-time investments, than exits

New positions opened: 298 | Existing positions closed: 100

169% more funds holding in top 10

Funds holding in top 10: 91245 (+154)

76% more capital invested

Capital invested by funds: $152B → $268B (+$116B)

6% more funds holding

Funds holding: 2,8983,064 (+166)

3.3% more ownership

Funds ownership: 67.32%70.62% (+3.3%)

9% more call options, than puts

Call options by funds: $4.87B | Put options by funds: $4.47B

16% less repeat investments, than reductions

Existing positions increased: 1,129 | Existing positions reduced: 1,347

Holders
3,064
Holders Change
+166
Holders Change %
+5.73%
% of All Funds
48.32%
Holding in Top 10
245
Holding in Top 10 Change
+154
Holding in Top 10 Change %
+169.23%
% of All Funds
3.86%
New
298
Increased
1,129
Reduced
1,347
Closed
100
Calls
$4.87B
Puts
$4.47B
Net Calls
+$398M
Net Calls Change
+$947M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
2526
Ironsides Asset Advisors
North Carolina
$400K
DWP
2527
Destiny Wealth Partners
Florida
$400K +$6.02K +42 +2%
CIA
2528
Caerus Investment Advisors
Texas
$400K +$360K +2,511 New
BWM
2529
Baystate Wealth Management
Massachusetts
$399K -$8.89K -62 -2%
AWMG
2530
Alliance Wealth Management Group
New Jersey
$399K
TCM
2531
Towercrest Capital Management
Pennsylvania
$399K
WWMSC
2532
Wagner Wealth Management (South Carolina)
South Carolina
$398K -$531K -3,705 -60%
RCWM
2533
Royal Capital Wealth Management
Indiana
$398K +$1K +7 +0.3%
WWM
2534
Wolff Wiese Magana
California
$396K -$100K -700 -22%
BCM
2535
Breiter Capital Management
Florida
$396K -$55.6K -388 -14%
WFC
2536
Western Financial Corp
California
$396K +$11.2K +78 +3%
IDBONY
2537
Israel Discount Bank of New York
New York
$395K -$41.4K -289 -11%
CAM
2538
Concorde Asset Management
Michigan
$395K +$348K +2,429 New
B
2539
Bensler
Washington
$395K +$348K +2,425 New
AWP
2540
Abacus Wealth Partners
California
$394K -$116K -812 -25%
MCA
2541
MSH Capital Advisors
Arizona
$394K +$574 +4 +0.2%
SFG
2542
Sovereign Financial Group
Connecticut
$393K +$40.6K +283 +13%
DWA
2543
Delos Wealth Advisors
Texas
$392K +$269K +1,874 +350%
WWM
2544
Windsor Wealth Management
Indiana
$391K +$8.03K +56 +2%
BWA
2545
Blodgett Wealth Advisors
California
$388K -$82.5K -575 -19%
NFG
2546
Nadler Financial Group
Illinois
$387K +$41.6K +290 +14%
NIMI
2547
Natixis Investment Managers International
France
$387K +$341K +2,378 New
TFGT
2548
TS Financial Group (TSFG)
Illinois
$386K -$4.02K -28 -1%
MC
2549
Matisse Capital
Oregon
$383K +$717 +5 +0.2%
PFA
2550
Pettinga Financial Advisors
Indiana
$382K -$7.6K -53 -2%

CVX Hedge Fund Activity: Q1 2022 in Review

3,064 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q1 2022, worth a combined $268B — up 76% from $152B a quarter earlier.

Buyers outnumbered sellers: 298 funds opened new CVX positions and 100 closed out — a net gain of 198 holders — while 1,129 added to existing stakes and 1,347 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $17.3B. The largest seller was Norges Bank, cutting an estimated $1.22B.

  • 3,064 institutional investors held Chevron (CVX) as of Q1 2022, up from 2,898 in Q4 2021.
  • Funds reported $268B of Chevron stock for Q1 2022, up 76% quarter-over-quarter.
  • 298 funds opened new Chevron positions in Q1 2022 and 100 closed out, a net change of +198 holders.
  • The largest Chevron buyer in Q1 2022 was Berkshire Hathaway, an estimated $17.3B added.
  • The largest Chevron seller in Q1 2022 was Norges Bank, an estimated $1.22B sold.

Based on aggregated 13F filings for Q1 2022.