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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
MSFP
2951
Mark Sheptoff Financial Planning
Connecticut
$98K -$10K -70 -10%
JWBC
2952
John W. Brooker & Co
California
$96K
CWM
2953
Curi Wealth Management
North Carolina
$96K +$47.8K +333 +128%
TFO
2954
Tarbox Family Office
California
$93K -$51.6K -360 -39%
SFA
2955
Semmax Financial Advisors
North Carolina
$91K
AFS
2956
Annapolis Financial Services
Maryland
$90K +$14.3K +100 +22%
JMF
2957
Johnson Midwest Financial
Iowa
$89K +$287 +2 +0.4%
PWC
2958
PYA Waltman Capital
Tennessee
$88K +$77.4K +540 New
RWML
2959
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$86.8K +$287 +2 +0.4%
LFA
2960
Level Financial Advisors
New York
$86K
RAM
2961
Riggs Asset Management
Pennsylvania
$86K
HC
2962
Hoese & Co
Minnesota
$84K
VC
2963
Vestor Capital
Illinois
$78K
SIC
2964
SJS Investment Consulting
Ohio
$76K -$3.58K -25 -5%
CI
2965
Carroll Investors
South Carolina
$71K
RA
2966
Rise Advisors
New York
$70K -$4.02K -28 -6%
CDIA
2967
Capital Directions Investment Advisors
Georgia
$69K +$61K +425 New
FCG
2968
Financial Connections Group
California
$68K
OA
2969
Operose Advisors
Wisconsin
$68K +$15.8K +110 +36%
APF
2970
Alaska Permanent Fund
Alaska
$66K +$49.5K +345 +585%
MCM
2971
Magnolia Capital Management
New York
$65K
MW
2972
Milestone Wealth
New York
$65K
CA
2973
Centerpoint Advisors
Massachusetts
$63K +$55.1K +384 New
NL
2974
NVWM LLC
Pennsylvania
$60K -$10.9K -76 -17%
SP
2975
SWS Partners
Ohio
$60K +$53.1K +370 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.