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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
FG
1326
Fiduciary Group
Georgia
$2.68M +$87.1K +607 +4%
WA1
1327
Wimmer Associates 1
California
$2.67M +$116K +810 +5%
CPIG
1328
Chicago Partners Investment Group
Illinois
$2.67M +$75.3K +525 +3%
CBT
1329
CoreFirst Bank & Trust
Kansas
$2.67M -$77K -537 -3%
EI
1330
EDMP Inc
Florida
$2.66M -$29.1K -203 -1%
EAM
1331
Evanson Asset Management
California
$2.66M +$10K +70 +0.4%
ACI
1332
Alpha Cubed Investments
California
$2.66M +$1.2M +8,337 +104%
FMAEN1
1333
Fund Management at Engine No 1
California
$2.66M +$2.34M +16,319 New
MCM
1334
Monarch Capital Management
Indiana
$2.66M -$30.8K -215 -1%
SWA
1335
Sutton Wealth Advisors
Florida
$2.65M +$107K +747 +5%
VCAM
1336
Van Cleef Asset Management
Ohio
$2.64M -$14.2K -99 -0.6%
CT
1337
Coastline Trust
Rhode Island
$2.63M +$417K +2,911 +22%
WE
1338
Wealth Effects
Massachusetts
$2.62M +$11.8K +82 +0.5%
BHIA
1339
Birch Hill Investment Advisors
Massachusetts
$2.61M -$156K -1,091 -6%
DFA
1340
Delta Financial Advisors
Louisiana
$2.61M -$1.86K -13 -0.1%
ATC
1341
Adirondack Trust Company
New York
$2.61M +$272K +1,898 +13%
NHC
1342
Nicholas Hoffman & Company
Georgia
$2.61M +$40.2K +280 +2%
IR
1343
IAT Reinsurance
New York
$2.6M
CW
1344
Connectus Wealth
Ohio
$2.6M -$10.3M -71,929 -76%
GCC
1345
Guardian Capital (Canada)
Ontario, Canada
$2.6M +$674K +4,700 +42%
FIA
1346
Foundations Investment Advisors
Arizona
$2.59M -$104K -725 -5%
SIM
1347
Sentry Investment Management
Wisconsin
$2.59M -$346K -2,410 -13%
PAM
1348
Paradigm Asset Management
New York
$2.59M
RCIM
1349
Red Cedar Investment Management
Michigan
$2.58M -$1.04M -7,276 -31%
ACP
1350
Aveo Capital Partners
Colorado
$2.58M +$28.4K +198 +1%

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.