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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
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$1.59B +$206M +1,437,047 +17%
UBS Group
27
UBS Group
Switzerland
$1.39B +$196M +1,363,480 +19%
Swiss National Bank
28
Swiss National Bank
Switzerland
$1.36B +$143M +998,700 +14%
Deutsche Bank
29
Deutsche Bank
Germany
$1.29B +$72.4M +504,785 +7%
Amundi
30
Amundi
France
$1.26B +$13.1M +91,380 +1%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$1.14B +$468M +3,264,989 +88%
Goldman Sachs
32
Goldman Sachs
New York
$1.08B -$148M -1,033,186 -13%
Fisher Asset Management
33
Fisher Asset Management
Washington
$1.07B -$2.36M -16,442 -0.2%
PPA
34
Parametric Portfolio Associates
Washington
$1.05B +$57.3M +399,505 +7%
Fayez Sarofim & Co
35
Fayez Sarofim & Co
Texas
$1B +$161M +1,120,832 +22%
UBS AM
36
UBS AM
Illinois
$946M -$72.3M -503,986 -8%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$935M -$10.4M -72,716 -1%
DZ Bank
38
DZ Bank
Germany
$871M -$181M -1,263,323 -19%
Bessemer Group
39
Bessemer Group
New Jersey
$785M +$45.8M +319,515 +7%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$704M +$49M +341,671 +9%
AllianceBernstein
41
AllianceBernstein
Tennessee
$680M -$272M -1,898,878 -31%
TD Asset Management
42
TD Asset Management
Ontario, Canada
$673M +$10.7M +74,884 +2%
Principal Financial Group
43
Principal Financial Group
Iowa
$655M -$70.4M -491,211 -11%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$652M -$24.2M -168,689 -4%
Barclays
45
Barclays
United Kingdom
$622M -$181M -1,264,950 -25%
Federated Hermes
46
Federated Hermes
Pennsylvania
$599M -$236M -1,645,751 -31%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$570M -$14.7M -102,808 -3%
CS
48
Credit Suisse
Switzerland
$567M +$15.2M +105,755 +3%
RJA
49
Raymond James & Associates
Florida
$541M -$102M -708,859 -18%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$515M -$31.6M -220,040 -7%

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.