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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
CWAG
1501
Compton Wealth Advisory Group
Virginia
$2.06M +$67.1K +468 +4%
DF
1502
Donoghue Forlines
Massachusetts
$2.06M +$702K +4,897 +63%
NB
1503
Nicolet Bankshares
Wisconsin
$2.05M +$214K +1,490 +13%
CCP
1504
Clarkston Capital Partners
Michigan
$2.05M +$1.8M +12,566 New
BHTS
1505
Bar Harbor Trust Services
Maine
$2.04M -$229K -1,597 -11%
BA
1506
Bristlecone Advisors
Washington
$2.04M +$138K +961 +8%
CF
1507
Centaurus Financial
California
$2.03M -$2.06M -14,379 -54%
PCWA
1508
Pacific Capital Wealth Advisors
California
$2.02M
BP
1509
BBR Partners
New York
$2.02M -$147K -1,022 -8%
TWM
1510
Titus Wealth Management
California
$2.02M -$36.1K -252 -2%
AWMT
1511
AAFMAA Wealth Management & Trust
North Carolina
$2.02M -$44.9K -313 -2%
AW
1512
ACG Wealth
Georgia
$2.01M -$301K -2,097 -15%
AIM
1513
Aspen Investment Management
Michigan
$2.01M +$219K +1,528 +14%
MJRIC
1514
Mogy Joel R Investment Counsel
California
$2.01M
GC
1515
Gruss & Co
Florida
$2M +$359K +2,500 +26%
SAM
1516
Smithbridge Asset Management
Pennsylvania
$2M +$41.6K +290 +2%
CM
1517
CoreCommodity Management
Connecticut
$2M -$26.8K -187 -2%
TWM
1518
TriaGen Wealth Management
California
$1.99M -$71.7K -500 -4%
EFSCE
1519
Enterprise Financial Services Corp (EFSC)
Missouri
$1.99M -$35K -244 -2%
WMP
1520
Wealth Management Partners
Arizona
$1.99M
CAM
1521
Cypress Asset Management
Texas
$1.99M -$96.1K -670 -5%
WA
1522
Waddell & Associates
Tennessee
$1.99M -$97.5K -680 -5%
NP
1523
NorthRock Partners
Minnesota
$1.99M +$191K +1,331 +12%
CA
1524
Calton & Associates
Florida
$1.98M +$822K +5,734 +50%
KC
1525
Knuff & Co
California
$1.98M -$864K -6,026 -33%

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.