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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
SSW
2651
Stone Summit Wealth
Florida
$318K +$280K +1,951 New
PFA
2652
Pathway Financial Advisors
Vermont
$317K
BBW
2653
Blue Barn Wealth
Utah
$316K -$35.6K -248 -11%
AA
2654
Aufman Associates
Pennsylvania
$316K +$3.87K +27 +1%
EFL
2655
ERn Financial LLC
Wisconsin
$316K +$33.8K +236 +14%
HHRDM
2656
H&H Retirement Design & Management
Nevada
$315K
TNAM
2657
Terra Nova Asset Management
New York
$315K +$22.8K +159 +9%
CP
2658
CenterBook Partners
Connecticut
$315K +$277K +1,934 New
FWP
2659
Falcon Wealth Planning
California
$314K -$4.59K -32 -2%
SBF
2660
Sara-Bay Financial
Florida
$314K
GA
2661
Geller Advisors
New York
$314K +$20.1K +140 +8%
DFG
2662
Demars Financial Group
Washington
$313K -$287 -2 -0.1%
KW
2663
KWB Wealth
California
$312K
MA
2664
Mezzasalma Advisors
New Jersey
$312K +$7.6K +53 +3%
NIC
2665
Northwest Investment Counselors
Oregon
$311K -$67.4K -470 -20%
FSG
2666
Financial Strategies Group
Michigan
$311K +$1.58K +11 +0.6%
OWA
2667
One Wealth Advisors
California
$311K +$22.5K +157 +9%
MAM
2668
MMA Asset Management
Pennsylvania
$311K +$277K +1,934 New
BI
2669
Ballast Inc
Kentucky
$310K
MAC
2670
Mason & Associates (California)
California
$310K
FPOC
2671
Financial Planners of Cleveland
Ohio
$309K -$398K -2,775 -59%
AWM
2672
AllSquare Wealth Management
New York
$309K
SFC
2673
SYM Financial Corp
Indiana
$309K +$8.89K +62 +3%
RG
2674
Richelieu Gestion
France
$309K +$272K +1,900 New
PS
2675
Portfolio Solutions
Michigan
$308K -$22.4K -156 -8%

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.