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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
FFA
1301
Founders Financial Alliance
North Carolina
$2.77M +$68.3K +476 +3%
DIP
1302
DT Investment Partners
Pennsylvania
$2.77M +$155K +1,079 +7%
LA
1303
Legacy Advisors
Pennsylvania
$2.76M +$2.14M +14,924 +729%
RCAG
1304
Rehmann Capital Advisory Group
Michigan
$2.76M -$11.5K -80 -0.5%
PH
1305
Pinnacle Holdings
Oklahoma
$2.75M +$191K +1,329 +9%
BCM
1306
Bluefin Capital Management
New York
$2.75M -$637K -4,439 -21%
LSPW
1307
Lake Street Private Wealth
Illinois
$2.75M +$135K +943 +6%
FPCP
1308
Fort Point Capital Partners
California
$2.75M +$31.8K +222 +1%
AMBIA
1309
Allen Mooney & Barnes Investment Advisors
Georgia
$2.74M +$2.42M +16,842 New
SGCA
1310
Steel Grove Capital Advisors
Tennessee
$2.74M -$335K -2,335 -12%
CAG
1311
Csenge Advisory Group
Florida
$2.74M -$33.6K -234 -1%
TSWM
1312
Triangle Securities Wealth Management
North Carolina
$2.74M +$32.6K +227 +1%
LTI
1313
Laffer Tengler Investments
Tennessee
$2.73M +$5.31K +37 +0.2%
PPW
1314
Pinnacle Private Wealth
Massachusetts
$2.73M +$71.4K +498 +3%
PHIMC
1315
Private Harbour Investment Management & Counsel
Ohio
$2.72M -$30.3K -211 -1%
WSCM
1316
Wellington Shields Capital Management
New York
$2.72M +$26.9M +187,406 +605%
AL
1317
Aspiriant LLC
California
$2.72M -$90.3K -630 -4%
HRC
1318
Hoertkorn Richard Charles
$2.72M +$21.5K +150 +0.9%
SWM
1319
Sculati Wealth Management
Michigan
$2.72M +$213K +1,482 +10%
WA
1320
WealthTrust Axiom
Pennsylvania
$2.72M -$25.7K -179 -1%
CM
1321
Castleark Management
Illinois
$2.72M
BJL
1322
Brighton Jones LLC
Washington
$2.71M +$158K +1,099 +7%
MCWS
1323
McKinley Carter Wealth Services
West Virginia
$2.71M +$57.8K +403 +2%
PCA
1324
Private Capital Advisors
Connecticut
$2.7M +$645K +4,500 +37%
FAM
1325
Formidable Asset Management
Ohio
$2.69M -$67K -467 -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.