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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
AOWM
526
Alpha Omega Wealth Management
Virginia
$14.5M -$1.56M -10,895 -11%
RCYC
527
Richard C. Young & Co
Rhode Island
$14.3M +$97.2K +678 +0.8%
AAA
528
Adams Asset Advisors
Texas
$14.2M -$863K -6,018 -6%
WIC
529
Woodmont Investment Counsel
Tennessee
$14.2M +$1.03M +7,211 +9%
TPCW
530
TD Private Client Wealth
New York
$14.1M -$1.77M -12,336 -12%
SB
531
Simmons Bank
Arkansas
$14.1M +$241K +1,677 +2%
MCM
532
Maryland Capital Management
Maryland
$14M -$50.2K -350 -0.4%
CA
533
CSM Advisors
Pennsylvania
$14M -$1.8M -12,570 -13%
CAM
534
Congress Asset Management
Massachusetts
$14M +$288K +2,010 +2%
SGI
535
Summit Global Investments
Utah
$13.9M -$79.9K -557 -0.6%
GCAC
536
Guardian Capital Advisors (Canada)
Ontario, Canada
$13.9M -$177K -1,232 -1%
NFC
537
Northeast Financial Consultants
Connecticut
$13.9M +$251K +1,747 +2%
BOTW
538
Bank of the West
California
$13.9M +$228K +1,588 +2%
CIA
539
CCM Investment Advisers
South Carolina
$13.9M -$421K -2,938 -3%
FA
540
FDx Advisors
Illinois
$13.8M -$5.26M -36,659 -30%
HR
541
Howe & Rusling
New York
$13.8M -$14.1K -98 -0.1%
BCM
542
BTC Capital Management
Iowa
$13.8M -$2.23M -15,581 -16%
KWM
543
Kingsview Wealth Management
Oregon
$13.8M +$2.53M +17,608 +26%
M
544
MOTCO
Texas
$13.7M -$668K -4,657 -5%
CAM
545
Carret Asset Management
New York
$13.6M -$426K -2,973 -3%
TCM
546
Telos Capital Management
California
$13.5M -$2.47M -17,223 -17%
SW
547
SteelPeak Wealth
California
$13.4M -$3.58M -24,993 -23%
AIP
548
Ameritas Investment Partners
Nebraska
$13.4M -$362K -2,526 -3%
TBA
549
Tower Bridge Advisors
Pennsylvania
$13.4M -$388K -2,704 -3%
BCM
550
Bridgeway Capital Management
Texas
$13.2M -$1.06M -7,400 -8%

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.