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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 %
WW
2751
Westshore Wealth
California
$261K -$823K -5,053 -76%
JBA
2752
Johnson Bixby & Associates
Washington
$261K +$261K +1,603 New
IAG
2753
Investment Advisory Group
Massachusetts
$261K +$261K +1,606 New
CIA
2754
Capital Impact Advisors
Massachusetts
$260K +$260K +1,595 New
PP
2755
Pegasus Partners
Wisconsin
$260K +$260K +1,596 New
SFP
2756
Shepherd Financial Partners
Massachusetts
$258K +$258K +1,587 New
FB
2757
First Bancorp
Maine
$257K +$257K +1,575 New
NCM
2758
New Capital Management
Texas
$256K +$256K +1,571 New
SWRP
2759
Summit Wealth & Retirement Planning
California
$256K +$256K +1,573 New
BA
2760
Bluesphere Advisors
Pennsylvania
$256K +$256K +1,574 New
HI
2761
Hoey Investments
Pennsylvania
$255K -$332K -2,036 -57%
CIM
2762
Contravisory Investment Management
Massachusetts
$255K – – –
DI
2763
Disciplined Investments
Oklahoma
$255K +$116K +713 +83%
SGK
2764
Steigerwald Gordon & Koch
Virginia
$255K +$255K +1,564 New
FWM
2765
Focused Wealth Management
New York
$254K -$2.76K -17 -1%
WAOI
2766
Wealth Advisors of Iowa
Iowa
$254K +$254K +1,563 New
AWM
2767
Alterna Wealth Management
Texas
$253K +$253K +1,551 New
RMC
2768
Regis Management Company
California
$253K +$253K +1,554 New
IAP
2769
Indie Asset Partners
Indiana
$253K +$253K +1,557 New
PIP
2770
Peachtree Investment Partners
Florida
$252K +$252K +1,546 New
SFA
2771
Source Financial Advisors
New York
$252K +$252K +1,548 New
JWM
2772
Jackson Wealth Management
Florida
$252K +$252K +1,549 New
FS
2773
Ferguson Shapiro
Georgia
$252K +$252K +1,550 New
FA
2774
Faithward Advisors
Pennsylvania
$250K +$250K +1,534 New
SHJ
2775
Sharkey, Howes & Javer
Colorado
$249K -$95.4K -586 -28%
109 110
111
112 113