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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
PHAM
2576
Palisades Hudson Asset Management
Florida
$361K +$6.17K +43 +2%
MHWM
2577
Montz Harcus Wealth Management
Louisiana
$361K +$11.3K +79 +4%
IWA
2578
IVC Wealth Advisors
Pennsylvania
$361K +$32.4K +226 +11%
AA
2579
ALPS Advisors
Colorado
$361K +$318K +2,220 New
ICM
2580
IMS Capital Management
Oregon
$360K -$88.3K -616 -22%
MF
2581
Meridian Financial
Massachusetts
$360K +$64.5K +450 +26%
TIM
2582
Tortoise Investment Management
New York
$359K +$100K +698 +46%
FP
2583
Financial Perspectives
Minnesota
$357K +$26.1K +182 +9%
HIC
2584
Hartline Investment Corp
Illinois
$356K
NCM
2585
Northwest Capital Management
Oregon
$356K +$6.45K +45 +2%
MWP
2586
Madison Wealth Partners
Wisconsin
$356K +$8.89K +62 +3%
SNBOSD
2587
Security National Bank of So Dak
Iowa
$355K
CCP
2588
Carmel Capital Partners
California
$355K +$13.6K +95 +5%
WB
2589
West Bancorporation
Iowa
$355K +$267K +1,865 +590%
TFP
2590
Triune Financial Partners
Kansas
$353K +$2.58K +18 +0.8%
QC
2591
Quent Capital
New York
$353K -$887K -6,183 -74%
LA
2592
Lakeside Advisors
Washington
$353K
NWM
2593
Northcape Wealth Management
New York
$353K +$311K +2,166 New
AC
2594
Applied Capital
Arkansas
$351K -$28.7K -200 -8%
DM
2595
Diker Management
New York
$351K
EDRIA
2596
Edmonds Duncan Registered Investment Advisors
Kansas
$351K
TC
2597
TAP Consulting
Missouri
$351K +$5.88K +41 +2%
HCM
2598
Hilton Capital Management
New York
$351K +$309K +2,157 New
WS
2599
Wela Strategies
Georgia
$351K +$309K +2,158 New
CA
2600
Claris Advisors
Missouri
$350K +$1.86K +13 +0.6%

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.