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Chevron
CVX

Overview Fund Activity

3,050 hedge funds and large institutions have $268B invested in Chevron in 2022 Q1 according to their latest regulatory filings, with 296 funds opening new positions, 1,123 increasing their positions, 1,342 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,050
Holders Change
+166
Holders Change %
+5.76%
% of All Funds
48.27%
Holding in Top 10
243
Holding in Top 10 Change
+153
Holding in Top 10 Change %
+170%
% of All Funds
3.85%
New
296
Increased
1,123
Reduced
1,342
Closed
100
Calls
$4.87B
Puts
$4.47B
Net Calls
+$398M
Net Calls Change
+$947M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$19.7B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$727M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$711M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$532M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$358M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$1.39B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$1.11B
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$791M
4
Franklin Resources
Franklin Resources
California
-$770M
5
Morgan Stanley
Morgan Stanley
New York
-$580M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSPW
1301
Lake Street Private Wealth
Illinois
$2.75M +$154K +943 +6%
FPCP
1302
Fort Point Capital Partners
California
$2.75M +$36.2K +222 +1%
AMBIA
1303
Allen Mooney & Barnes Investment Advisors
Georgia
$2.74M +$2.74M +16,842 New
SGCA
1304
Steel Grove Capital Advisors
Tennessee
$2.74M -$380K -2,335 -12%
CAG
1305
Csenge Advisory Group
Florida
$2.74M -$38.1K -234 -1%
TSWM
1306
Triangle Securities Wealth Management
North Carolina
$2.74M +$37K +227 +1%
LTI
1307
Laffer Tengler Investments
Tennessee
$2.73M +$6.03K +37 +0.2%
PPW
1308
Pinnacle Private Wealth
Massachusetts
$2.73M +$81.1K +498 +3%
PHIMC
1309
Private Harbour Investment Management & Counsel
Ohio
$2.72M -$34.4K -211 -1%
WSCM
1310
Wellington Shields Capital Management
New York
$2.72M +$2.34M +187,406 +605%
AL
1311
Aspiriant LLC
California
$2.72M -$103K -630 -4%
HRC
1312
Hoertkorn Richard Charles
$2.72M +$24.4K +150 +0.9%
SWM
1313
Sculati Wealth Management
Michigan
$2.72M +$241K +1,482 +10%
WA
1314
WealthTrust Axiom
Pennsylvania
$2.72M -$29.1K -179 -1%
CM
1315
Castleark Management
Illinois
$2.72M – – –
BJL
1316
Brighton Jones LLC
Washington
$2.71M +$179K +1,099 +7%
MCWS
1317
McKinley Carter Wealth Services
West Virginia
$2.71M +$65.6K +403 +2%
PCA
1318
Private Capital Advisors
Connecticut
$2.7M +$733K +4,500 +37%
FAM
1319
Formidable Asset Management
Ohio
$2.69M -$76K -467 -3%
FG
1320
Fiduciary Group
Georgia
$2.68M +$99K +607 +4%
WA1
1321
Wimmer Associates 1
California
$2.67M +$132K +810 +5%
CPIG
1322
Chicago Partners Investment Group
Illinois
$2.67M +$88.2K +525 +3%
CBT
1323
CoreFirst Bank & Trust
Kansas
$2.67M -$87.4K -537 -3%
EI
1324
EDMP Inc
Florida
$2.66M -$33.1K -203 -1%
EAM
1325
Evanson Asset Management
California
$2.66M +$11.4K +70 +0.4%
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