We are live on ! Find out more
CVX icon

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
SGK
2776
Steigerwald Gordon & Koch
Virginia
$255K +$224K +1,564 New
FWM
2777
Focused Wealth Management
New York
$254K -$2.44K -17 -1%
WAOI
2778
Wealth Advisors of Iowa
Iowa
$254K +$224K +1,563 New
AWM
2779
Alterna Wealth Management
Texas
$253K +$222K +1,551 New
RMC
2780
Regis Management Company
California
$253K +$223K +1,554 New
IAP
2781
Indie Asset Partners
Indiana
$253K +$223K +1,557 New
PIP
2782
Peachtree Investment Partners
Florida
$252K +$222K +1,546 New
SFA
2783
Source Financial Advisors
New York
$252K +$222K +1,548 New
JWM
2784
Jackson Wealth Management
Florida
$252K +$222K +1,549 New
FS
2785
Ferguson Shapiro
Georgia
$252K +$222K +1,550 New
FA
2786
Faithward Advisors
Pennsylvania
$250K +$220K +1,534 New
SHJ
2787
Sharkey, Howes & Javer
Colorado
$249K -$84K -586 -28%
TWM
2788
Triton Wealth Management
Arizona
$248K
MCM
2789
Mattern Capital Management
Colorado
$248K +$218K +1,523 New
NWM
2790
Northwest Wealth Management
Iowa
$248K +$218K +1,523 New
WAS
2791
Winch Advisory Services
Wisconsin
$247K +$717 +5 +0.3%
CFS
2792
Capital Financial Services
New York
$247K +$217K +1,515 New
HIG
2793
Heritage Investment Group
Florida
$247K +$217K +1,515 New
KCM
2794
KRS Capital Management
Michigan
$246K +$717 +5 +0.3%
RTC
2795
Riverview Trust Company
Washington
$246K +$173K +1,203 +392%
AMM
2796
American Money Management
California
$246K +$217K +1,513 New
PHIC
2797
Pine Haven Investment Counsel
Massachusetts
$244K -$52.6K -367 -20%
BSSFA
2798
Baron Silver Stevens Financial Advisors
Florida
$244K +$215K +1,499 New
FFIC
2799
First Fiduciary Investment Counsel
Ohio
$244K +$215K +1,500 New
HHAA
2800
Henry H. Armstrong Associates
Pennsylvania
$244K +$215K +1,500 New

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.