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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
AL
2676
ADE LLC
Maryland
$307K
HCC
2677
Hirtle Callaghan & Co
Pennsylvania
$307K +$271K +1,887 New
FWM
2678
ForthRight Wealth Management
Georgia
$306K -$4.88K -34 -2%
MAM
2679
Marotta Asset Management
Virginia
$305K +$269K +1,875 New
HIM
2680
Hotaling Investment Management
Pennsylvania
$304K -$100K -700 -27%
WCM Investment Management
2681
WCM Investment Management
California
$303K +$267K +1,860 New
KFS
2682
Kelly Financial Services
Massachusetts
$302K +$2.01K +14 +0.8%
HA
2683
Hofer & Associates
California
$302K
MF
2684
Manchester Financial
California
$301K -$7.17K -50 -3%
MAM
2685
McCarthy Asset Management
California
$301K
AWM
2686
Aprio Wealth Management
Georgia
$301K +$265K +1,847 New
APC
2687
Aspire Private Capital
North Carolina
$299K -$53.5K -373 -17%
AIA
2688
AIMZ Investment Advisors
California
$299K
DIA
2689
Dana Investment Advisors
Wisconsin
$299K
AFC
2690
AFT Forsyth & Company
Florida
$299K +$264K +1,839 New
FP
2691
Fiduciary Planning
Florida
$298K -$18.6K -130 -7%
FIM
2692
Fernwood Investment Management
Massachusetts
$298K -$6.45K -45 -2%
MAM
2693
McLean Asset Management
Virginia
$298K +$12K +84 +5%
MECA
2694
Miller Equity Capital Advisors
Texas
$297K
WAM
2695
WealthTrust Asset Management
Florida
$297K +$262K +1,824 New
FCFC
2696
First Citizens Financial Corp
Iowa
$296K
AWA
2697
Acorn Wealth Advisors
Michigan
$296K +$13.5K +94 +5%
TC
2698
Trust Company
Kansas
$296K +$57.4K +400 +28%
PA
2699
Planning Alternatives
Michigan
$295K -$45K -314 -15%
DA
2700
Dash Acquisitions
California
$295K

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.