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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
FFWM
2926
Future Financial Wealth Management
Ohio
$152K -$161K -1,122 -55%
CMA
2927
Cedar Mountain Advisors
Oregon
$152K -$5.16K -36 -4%
HWM
2928
HighMark Wealth Management
Minnesota
$152K -$2.29K -16 -2%
PP
2929
PrairieView Partners
Minnesota
$148K -$6.31K -44 -5%
CYG
2930
Clean Yield Group
Vermont
$148K +$1.86K +13 +1%
SAS
2931
Stelac Advisory Services
New York
$147K -$312K -2,179 -71%
MWM
2932
Mascoma Wealth Management
New Hampshire
$146K +$12.2K +85 +10%
NF
2933
Norwood Financial
Pennsylvania
$140K
LD
2934
Lipe & Dalton
New York
$136K -$14.3K -100 -11%
MIM
2935
Macroview Investment Management
Maryland
$135K +$21.7K +151 +22%
TFA
2936
Toth Financial Advisory
Virginia
$134K +$30.3K +211 +35%
BSWA
2937
Bromfield Sneider Wealth Advisors
Massachusetts
$129K +$113K +790 New
TFM
2938
TFC Financial Management
Massachusetts
$127K +$574 +4 +0.5%
WFA
2939
Wellspring Financial Advisors
Ohio
$126K +$111K +774 New
HIM
2940
Hillsdale Investment Management
Ontario, Canada
$124K -$109K -757 -50%
LWA
2941
Lowe Wealth Advisors
Maryland
$120K
FFA
2942
Freedman Financial Associates
Massachusetts
$119K
UIA
2943
Ulland Investment Advisors
Minnesota
$117K
IRAG
2944
Investment Research & Advisory Group
Georgia
$114K
PGAM
2945
Princeton Global Asset Management
New Jersey
$114K
GKIM
2946
GW&K Investment Management
Massachusetts
$111K +$98K +683 New
SPWM
2947
Spartan Planning & Wealth Management
North Carolina
$107K +$94.2K +657 New
Skandinaviska Enskilda Banken (SEB)
2948
Skandinaviska Enskilda Banken (SEB)
Sweden
$105K
SC
2949
Stephens Consulting
Michigan
$99.7K -$7.46K -52 -8%
RCM
2950
Regency Capital Management
Hawaii
$98K -$104K -724 -55%

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.