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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
CJL
3026
Cyrus J. Lawrence
New York
$24K +$21.5K +150 New
BAM
3027
Byrne Asset Management
New Jersey
$23K -$24.4K -170 -55%
DTIM
3028
Danda Trouve Investment Management
Kansas
$22K
ST
3029
Sageworth Trust
Pennsylvania
$21K
SPWG
3030
Sage Private Wealth Group
Illinois
$20K -$143 -1 -0.8%
BBPWM
3031
Blue Bell Private Wealth Management
Pennsylvania
$20K
BAM
3032
Baldrige Asset Management
Pennsylvania
$19K
ARIS
3033
Advanced Research Investment Solutions
California
$19K +$16.5K +115 New
MFT
3034
Moisand Fitzgerald Tamayo
Florida
$17K -$42.7K -298 -74%
FA
3035
Financial Avengers
California
$17K +$143 +1 +1%
WIM
3036
Westside Investment Management
California
$16.7K
HF
3037
Halpern Financial
Virginia
$16.3K
RFWA
3038
RPg Family Wealth Advisory
Massachusetts
$16.3K
EA
3039
Evolution Advisers
Virginia
$16K
HGWM
3040
Harvest Group Wealth Management
Massachusetts
$16K
VFIC
3041
Valley Forge Investment Consultants
Pennsylvania
$16K
PI
3042
Parkside Investments
Illinois
$16K +$14.3K +100 New
SC
3043
Siena Capital
Ohio
$16K +$14.3K +100 New
FCMA
3044
Foresight Capital Management Advisors
Michigan
$14K
TJHA
3045
Thomas J. Herzfeld Advisors
Florida
$13K
MG
3046
MilWealth Group
Wisconsin
$12.5K
GWMI
3047
Guardian Wealth Management (Illinois)
Illinois
$12K +$143 +1 +1%
FGAM
3048
Financial Gravity Asset Management
Texas
$9.22K +$504K +3,515 +1,502%
GA
3049
GoalVest Advisory
New York
$9K +$8.32K +58 New
TVWM
3050
Tower View Wealth Management
Wisconsin
$8K

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.