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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
AFS
2701
AFG Fiduciary Services
Massachusetts
$294K -$12.8K -89 -5%
AWA
2702
AmeriServ Wealth Advisors
Pennsylvania
$294K
JWM
2703
Janiczek Wealth Management
Colorado
$294K +$23.7K +165 +10%
AFAS
2704
Acorn Financial Advisory Services
Virginia
$293K -$53.6K -374 -17%
PM
2705
Penbrook Management
New York
$293K
LC
2706
Landaas & Company
Wisconsin
$292K
WA
2707
WESPAC Advisors
California
$290K -$52.5K -366 -17%
CSPAM
2708
Cary Street Partners Asset Management
Virginia
$290K -$32.3K -225 -11%
BAS
2709
Brown Advisory Securities
Maryland
$290K
PBF
2710
Petix & Botte Financial
California
$290K +$256K +1,784 New
IWP
2711
Insight Wealth Partners
Texas
$289K -$2.58K -18 -1%
FOA
2712
Five Oceans Advisors
California
$288K
APW
2713
Aurora Private Wealth
New Jersey
$287K -$6.88K -48 -3%
CSIA
2714
Charles Schwab Investment Advisory
California
$286K +$252K +1,756 New
GWAG
2715
Garrett Wealth Advisory Group
Texas
$285K +$1.29K +9 +0.5%
CF
2716
Corrigan Financial
Rhode Island
$283K +$287 +2 +0.1%
VCWA
2717
Vanguard Capital Wealth Advisors
Colorado
$283K -$50.6K -353 -17%
HCMG
2718
Howard Capital Management Group
California
$283K
AIA
2719
Alera Investment Advisors
Illinois
$283K +$249K +1,735 New
KWS
2720
Keystone Wealth Services
California
$283K +$249K +1,739 New
BWM
2721
BNC Wealth Management
Oregon
$282K +$249K +1,733 New
RMCM
2722
Reynders McVeigh Capital Management
Massachusetts
$281K -$21.2K -148 -8%
LWP
2723
Legacy Wealth Planning
Nevada
$281K
SFS
2724
Summit Financial Strategies
Ohio
$281K
BMCM
2725
Burns Matteson Capital Management
New York
$281K

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.