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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
GW
626
GW & Wade
Massachusetts
$10.8M -$131K -910 -1%
PFS
627
Prospera Financial Services
Texas
$10.8M +$949K +6,620 +11%
MIC
628
Means Investment Company
Maine
$10.8M +$429K +2,990 +5%
MA
629
Mutual Advisors
Nebraska
$10.8M -$846K -5,899 -8%
CCM
630
Crossvault Capital Management
Texas
$10.8M +$35.9K +250 +0.4%
SWM
631
Stockman Wealth Management
Montana
$10.8M -$1.05M -7,354 -10%
MIM
632
Montgomery Investment Management
Maryland
$10.7M
SCP
633
Stamos Capital Partners
California
$10.7M +$875K +6,100 +10%
SGAM
634
Smith Group Asset Management
Texas
$10.7M +$23.4K +163 +0.2%
MA
635
Montag & Associates
Georgia
$10.7M +$39K +272 +0.4%
RG
636
Retirement Group
California
$10.6M -$841K -5,863 -8%
LMIM
637
Lockheed Martin Investment Management
Maryland
$10.6M +$860K +6,000 +10%
BCV
638
Banque Cantonale Vaudoise
Switzerland
$10.6M -$435K -3,034 -4%
CNC
639
Canandaigua National Corp
New York
$10.5M +$1.33M +9,251 +17%
GVAG
640
Great Valley Advisor Group
Delaware
$10.4M +$1.22M +8,501 +15%
FAIM
641
Financial Advocates Investment Management
Washington
$10.4M +$1.53M +10,677 +20%
SHGA
642
Sand Hill Global Advisors
California
$10.4M +$14.5K +101 +0.2%
BFS
643
Bard Financial Services
Connecticut
$10.4M +$355K +2,475 +4%
LIM
644
Leavell Investment Management
Alabama
$10.4M +$1.68M +11,714 +22%
QI
645
QV Investors
Alberta, Canada
$10.4M -$4.2M -29,303 -32%
CAM
646
Cresset Asset Management
Illinois
$10.3M -$1.88M -13,134 -17%
ARMC
647
American Research & Management Company
Massachusetts
$10.3M -$117K -813 -1%
LOPW
648
Live Oak Private Wealth
North Carolina
$10.2M +$322K +2,248 +4%
PAS
649
Park Avenue Securities
New York
$10.2M +$400K +2,787 +5%
BFEC
650
Benjamin F. Edwards & Company
Missouri
$10.2M +$29.7K +207 +0.3%

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.