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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
AWM
876
Altium Wealth Management
New York
$5.95M +$421K +2,936 +9%
SLI
877
Sumitomo Life Insurance
Japan
$5.94M -$77.9K -543 -1%
PFS
878
Physicians Financial Services
North Carolina
$5.92M -$15.6K -109 -0.3%
LNWWM
879
Laird Norton Wetherby Wealth Management
California
$5.9M -$278K -1,941 -5%
IFAM
880
Institutional & Family Asset Management
Colorado
$5.9M -$4.02K -28 -0.1%
DWM
881
Destination Wealth Management
California
$5.9M -$19.6K -137 -0.4%
LG
882
LaFleur & Godfrey
Michigan
$5.89M +$107K +749 +2%
SCM
883
Schnieders Capital Management
California
$5.86M +$897K +6,253 +21%
FMTCOCP
884
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.84M +$30.7K +214 +0.6%
CA
885
Clearstead Advisors
Ohio
$5.83M -$43.5K -303 -0.8%
ECM
886
Evergreen Capital Management
Washington
$5.82M +$33.7K +235 +0.7%
ECML
887
Eagle Capital Management (Louisiana)
Louisiana
$5.81M +$57.4K +400 +1%
NCM
888
Narwhal Capital Management
Georgia
$5.79M
CWM
889
Concentric Wealth Management
California
$5.79M -$131K -915 -3%
GWMIA
890
Global Wealth Management Investment Advisory
Florida
$5.78M -$320K -2,228 -6%
GCM
891
Garland Capital Management
Washington
$5.74M -$396K -2,762 -7%
CCG
892
Cypress Capital Group
Florida
$5.73M +$1.13M +7,863 +29%
FFA
893
First Foundation Advisors
California
$5.71M -$1.47M -10,247 -23%
NSEDCP
894
NJ State Employees Deferred Compensation Plan
New Jersey
$5.7M
VIA
895
Vident Investment Advisory
Georgia
$5.69M +$4.27M +29,748 +573%
LKIM
896
Lawson Kroeker Investment Management
Nebraska
$5.67M +$2.15K +15 +0%
PP
897
Prudential plc
United Kingdom
$5.66M +$4.98M +34,759 New
AAS
898
Ameritas Advisory Services
Nebraska
$5.64M +$16.1K +112 +0.3%
OIM
899
Opus Investment Management
Massachusetts
$5.6M +$272K +1,900 +6%
MPAM
900
Murphy Pohlad Asset Management
Minnesota
$5.6M -$637K -4,445 -11%

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.