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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
SIM
776
Seaview Investment Managers
Florida
$7.46M +$6.58M +45,848 New
HT
777
HighTower Trust
Texas
$7.46M -$364K -2,536 -5%
MCP
778
Martin Capital Partners
Oregon
$7.45M -$1.05M -7,325 -14%
MJP
779
Michael J. Puzo
$7.44M -$15.8K -110 -0.2%
CCFCSB
780
Cape Cod Five Cents Savings Bank
Massachusetts
$7.39M -$606K -4,226 -9%
ZB
781
Zions Bancorporation
Utah
$7.39M -$762K -5,313 -10%
WWM
782
Western Wealth Management
Colorado
$7.34M +$3.81M +26,577 +144%
AWE
783
Avidian Wealth Enterprises
Texas
$7.29M -$976K -6,805 -13%
RP
784
Rowlandmiller & Partners
Georgia
$7.29M -$124K -868 -2%
CPA
785
Capital Planning Advisors
California
$7.26M +$18.1K +126 +0.3%
APSI
786
Asset Planning Services Inc
Louisiana
$7.26M -$11.5K -80 -0.2%
HC
787
Hourglass Capital
Texas
$7.24M -$43K -300 -0.7%
HA
788
Hamel Associates
New Jersey
$7.21M -$88.9K -620 -1%
PWP
789
Principle Wealth Partners
Connecticut
$7.21M -$169K -1,175 -3%
SCI
790
S&CO Inc
Massachusetts
$7.21M -$56.6K -395 -0.9%
KFS
791
Kurt F. Somerville
$7.2M -$422K -2,946 -6%
ATPW
792
Ashton Thomas Private Wealth
Arizona
$7.19M +$2.72M +18,977 +75%
BRWM
793
B. Riley Wealth Management
Tennessee
$7.09M -$312K -2,178 -5%
CTA
794
Chesley Taft & Associates
Illinois
$7.06M +$296K +2,065 +5%
SC
795
Stolper & Co
Oklahoma
$7.05M +$587K +4,093 +10%
FHB
796
First Hawaiian Bank
Hawaii
$7.04M -$821K -5,726 -12%
CK
797
Cohen Klingenstein
New York
$7M
AP
798
Advisor Partners
California
$7M +$346K +2,410 +6%
RB
799
Rodgers Brothers
Pennsylvania
$7M -$508K -3,543 -8%
PPW
800
Parcion Private Wealth
Washington
$7M -$2.36M -16,486 -28%

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.