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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
AGA
2626
Arkos Global Advisors
Texas
$334K -$359K -2,500 -55%
T
2627
TOBAM
France
$334K +$32.6K +227 +12%
RIG
2628
Renaissance Investment Group
Massachusetts
$333K +$47.9K +334 +19%
PFM
2629
Peak Financial Management
Massachusetts
$333K +$293K +2,045 New
KWMG
2630
King Wealth Management Group
Florida
$333K +$294K +2,047 New
LCS
2631
Levin Capital Strategies
New York
$330K
SFP
2632
Sterling Financial Planning
New Jersey
$329K
OWA
2633
Opal Wealth Advisors
New York
$329K +$10.8K +75 +4%
TCMP
2634
Thrive Capital Management (Pennsylvania)
Pennsylvania
$328K -$692K -4,827 -71%
SW
2635
Solidarity Wealth
Utah
$328K +$274K +1,911 New
MCC
2636
Malaga Cove Capital
California
$326K
SJL
2637
Shayne & Jacobs LLC
Tennessee
$326K
SPWM
2638
Straight Path Wealth Management
Michigan
$326K
BCM
2639
Brasada Capital Management
Texas
$326K +$287K +2,000 New
LHEI
2640
Leo H. Evart Inc
California
$325K
TP
2641
Tranquility Partners
Tennessee
$324K +$285K +1,988 New
CA
2642
Corrado Advisors
New Jersey
$323K
SFG
2643
Sunburst Financial Group
Alabama
$322K -$16.1K -112 -5%
SOW
2644
State of Wyoming
Wyoming
$322K +$144K +1,002 +103%
AP
2645
Arlington Partners
Alabama
$321K -$135K -941 -32%
BFA
2646
Beacon Financial Advisory
Ohio
$321K +$287 +2 +0.1%
PWA
2647
Phoenix Wealth Advisors
North Carolina
$320K -$71.7K -500 -20%
KFI
2648
Key Financial Inc
Pennsylvania
$320K -$22.9K -160 -8%
SCM
2649
Southport Capital Management
Tennessee
$318K -$424K -2,960 -60%
DGI
2650
Disciplined Growth Investors
Minnesota
$318K

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.