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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
HFS
2551
Howard Financial Services
Texas
$382K -$1.58K -11 -0.5%
FA
2552
Fiducient Advisors
Illinois
$382K +$45.2K +315 +16%
UFA
2553
US Financial Advisors
Massachusetts
$381K
BOM
2554
Bank of Marin
California
$380K -$192K -1,341 -36%
LF
2555
Lee Financial
Texas
$380K +$11.2K +78 +3%
ACM
2556
AUA Capital Management
Pennsylvania
$378K -$21.5K -150 -6%
P
2557
Paradiem
Louisiana
$374K
FFG
2558
Frisch Financial Group
New York
$373K -$181K -1,263 -36%
VFP
2559
Verus Financial Partners
Virginia
$373K +$317K +2,208 New
SLA
2560
Silver Lake Advisory
Utah
$372K -$232K -1,619 -42%
PCMC
2561
Paragon Capital Management (Colorado)
Colorado
$371K +$860 +6 +0.3%
HWMA
2562
Heritage Wealth Management (Arizona)
Arizona
$371K +$326K +2,276 New
CIP
2563
Capital Insight Partners
Arizona
$371K +$327K +2,279 New
SCG
2564
Sonata Capital Group
Washington
$370K
TSWM
2565
Tyler-Stone Wealth Management
Ohio
$369K +$2.01K +14 +0.6%
PGA
2566
Portland Global Advisors
Maine
$366K -$28.7K -200 -8%
TCB
2567
Texas Capital Bancshares
Texas
$366K -$9.61K -67 -3%
KOC
2568
Koss-Olinger Consulting
Florida
$365K -$91.8K -640 -22%
UL
2569
Unionview LLC
Washington
$364K -$8.61K -60 -3%
HFG
2570
Heron Financial Group
New York
$363K -$21.4K -149 -6%
DU
2571
Delphia (USA)
Ontario, Canada
$363K +$33K +230 +11%
LSC
2572
Lesa Sroufe & Co
Washington
$362K
EAM
2573
Empirical Asset Management
Massachusetts
$362K +$7.03K +49 +2%
BC
2574
Bridgefront Capital
Texas
$361K -$92.4K -644 -23%
WBG
2575
Wharton Business Group
Pennsylvania
$361K

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.