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Chevron
CVX

Overview Fund Activity

3,050 hedge funds and large institutions have $268B invested in Chevron in 2022 Q1 according to their latest regulatory filings, with 296 funds opening new positions, 1,123 increasing their positions, 1,342 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,050
Holders Change
+166
Holders Change %
+5.76%
% of All Funds
48.27%
Holding in Top 10
243
Holding in Top 10 Change
+153
Holding in Top 10 Change %
+170%
% of All Funds
3.85%
New
296
Increased
1,123
Reduced
1,342
Closed
100
Calls
$4.87B
Puts
$4.47B
Net Calls
+$398M
Net Calls Change
+$947M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$19.7B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$727M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$711M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$532M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$358M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$1.39B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$1.11B
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$791M
4
Franklin Resources
Franklin Resources
California
-$770M
5
Morgan Stanley
Morgan Stanley
New York
-$580M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCIM
2726
Bishop & Co Investment Management
Pennsylvania
$274K +$274K +1,685 New
MF
2727
Montis Financial
Massachusetts
$273K -$341K -2,094 -56%
LFG
2728
Leverty Financial Group
Wisconsin
$273K – – –
BAM
2729
Bellevue Asset Management
Washington
$273K +$329 +2 +0.1%
PFWA
2730
Paces Ferry Wealth Advisors
Georgia
$272K -$243K -1,492 -47%
WCAMG
2731
Woodard & Company Asset Management Group
North Carolina
$272K +$272K +1,670 New
SAM
2732
Sequent Asset Management
Texas
$271K +$271K +1,665 New
DSAM
2733
Dock Street Asset Management
Florida
$270K +$270K +1,658 New
ACM
2734
Advance Capital Management
Michigan
$270K +$270K +1,661 New
PL
2735
Pluribus Labs
California
$269K -$15.8K -97 -6%
FWSM
2736
First Wilshire Securities Management
California
$269K +$269K +1,650 New
OFW
2737
Omnia Family Wealth
Florida
$269K +$269K +1,651 New
CWM
2738
Circle Wealth Management
New Jersey
$268K -$76.1K -467 -22%
QCIG
2739
Quad-Cities Investment Group
Iowa
$268K +$268K +1,647 New
LCM
2740
Liberty Capital Management
Michigan
$267K +$267K +1,640 New
RWG
2741
Regal Wealth Group
California
$265K +$265K +1,600 New
CSA
2742
Cottage Street Advisors
Massachusetts
$265K +$265K +1,625 New
SFCL
2743
Strengthening Families & Communities LLC
Massachusetts
$264K +$812 +5 +0.3%
SRG
2744
SBB Research Group
Illinois
$264K +$264K +1,620 New
RTS
2745
Round Table Services
New Jersey
$264K +$264K +1,623 New
SL
2746
Salomon & Ludwin
Virginia
$263K +$263K +1,614 New
NPT
2747
Nixon Peabody Trust
Massachusetts
$263K +$263K +1,615 New
BWA
2748
Bordeaux Wealth Advisors
California
$263K +$263K +1,618 New
RWI
2749
Red Wave Investments
Pennsylvania
$263K +$263K +1,618 New
SWM
2750
Selective Wealth Management
Virginia
$262K +$59.7K +367 +30%
108 109
110
111 112