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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
KLWA
1076
Kelly Lawrence W & Associates
California
$3.94M -$256K -1,783 -7%
CCB
1077
Cutter & Co Brokerage
Missouri
$3.94M -$264K -1,841 -7%
BWA
1078
BDO Wealth Advisors
Florida
$3.94M -$60.2K -420 -2%
RIM
1079
Reynolds Investment Management
South Carolina
$3.94M +$3.47M +24,176 New
B
1080
Bailard
California
$3.93M -$33.4K -233 -1%
RMDI
1081
R.M. Davis Inc
Maine
$3.92M +$166K +1,157 +5%
RC
1082
Reik & Co
New York
$3.92M
IWN
1083
Independent Wealth Network
Iowa
$3.91M +$61K +425 +2%
RWM
1084
RKL Wealth Management
Pennsylvania
$3.9M +$163K +1,137 +5%
ADL
1085
Asset Dedication LLC
California
$3.89M -$77.3K -539 -2%
SW
1086
SlateStone Wealth
Florida
$3.88M -$71.6K -499 -2%
PG
1087
Pendal Group
Australia
$3.87M -$39.4K -275 -1%
VHAM
1088
Van Hulzen Asset Management
California
$3.87M -$12.8M -89,546 -79%
CFGS
1089
Concourse Financial Group Securities
Alabama
$3.87M -$311K -2,170 -8%
LCM
1090
LVM Capital Management
Michigan
$3.85M +$179K +1,250 +6%
NC
1091
NewSquare Capital
Pennsylvania
$3.82M +$270K +1,884 +9%
AW
1092
Apricus Wealth
South Carolina
$3.82M +$52.9K +369 +2%
SS
1093
Simplicity Solutions
Minnesota
$3.82M -$1.79M -12,490 -35%
MCM
1094
Marathon Capital Management
Maryland
$3.81M -$75.3K -525 -2%
WB
1095
Webster Bank
Connecticut
$3.81M +$157K +1,092 +5%
V
1096
VeraBank
Texas
$3.8M -$28.7K -200 -0.8%
WFG
1097
Wills Financial Group
Virginia
$3.8M +$51.9K +362 +2%
FCA
1098
FLC Capital Advisors
California
$3.8M +$347K +2,417 +12%
NGA
1099
Naples Global Advisors
Florida
$3.79M -$98.1K -684 -3%
RWM
1100
Ritholtz Wealth Management
New York
$3.77M +$561K +3,915 +20%

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.