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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
OAM
2601
Occidental Asset Management
California
$349K +$4.45K +31 +1%
PAIM
2602
Punch & Associates Investment Management
Minnesota
$347K
BI
2603
Blooom Inc
Kansas
$346K -$14.8K -103 -5%
SIG
2604
Spinnaker Investment Group
California
$346K -$13.5K -94 -4%
WCWM
2605
Wooster Corthell Wealth Management
Connecticut
$345K
UAML
2606
US Asset Management LLC
Pennsylvania
$345K +$2.87K +20 +1%
AWC
2607
Adamsbrown Wealth Consultants
Kansas
$345K +$304K +2,119 New
TFF
2608
The Family Firm
Maryland
$344K +$430 +3 +0.1%
EWM
2609
Evermay Wealth Management
Virginia
$343K -$166K -1,155 -35%
FPWM
2610
FSB Premier Wealth Management
Iowa
$342K +$5.88K +41 +2%
CWA
2611
Centennial Wealth Advisory
Michigan
$342K +$17.4K +121 +6%
PIMG
2612
Patriot Investment Management Group
Tennessee
$342K +$302K +2,104 New
KCM
2613
Karp Capital Management
California
$341K -$147K -1,024 -33%
NPF
2614
Norris Perne & French
Michigan
$341K +$27.2K +190 +10%
CBOR
2615
Community Bank of Raymore
Missouri
$340K
NG
2616
NWK Group
California
$340K
IP
2617
Isthmus Partners
Wisconsin
$338K
MWA
2618
Miller Wealth Advisors
Colorado
$338K +$70.7K +493 +31%
RCI
2619
RS Crum Inc
California
$337K -$430 -3 -0.1%
LAS
2620
Lloyd Advisory Services
Georgia
$335K -$85.6K -597 -22%
VBWMG
2621
Von Berge Wealth Management Group
California
$335K
CCM
2622
Cribstone Capital Management
Maine
$335K +$287 +2 +0.1%
HA
2623
HYA Advisors
Missouri
$335K +$717 +5 +0.2%
CIC
2624
Cornercap Investment Counsel
Georgia
$335K +$32.3K +225 +12%
IWP
2625
Innova Wealth Partners
Pennsylvania
$335K +$35.9K +250 +14%

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.