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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
SHFA
1601
SS&H Financial Advisors
Michigan
$1.76M +$1.55M +10,832 New
DAM
1602
Delta Asset Management
Tennessee
$1.76M +$2.01K +14 +0.1%
FAN
1603
Financial Advisors Network
California
$1.76M +$18.6K +130 +1%
MG
1604
Mather Group
Illinois
$1.76M -$289K -2,015 -16%
OBWG
1605
Onyx Bridge Wealth Group
New York
$1.76M -$35.4K -247 -2%
BFM
1606
Boston Financial Management
Massachusetts
$1.76M +$126K +881 +9%
NSAM
1607
North Star Asset Management
Wisconsin
$1.75M +$574 +4 +0%
EA
1608
Eudaimonia Advisors
Tennessee
$1.75M +$191K +1,333 +14%
RAM
1609
Roanoke Asset Management
New Jersey
$1.75M +$574K +4,000 +59%
HNWAG
1610
High Net Worth Advisory Group
Florida
$1.75M -$442K -3,080 -22%
SFSG
1611
Sound Financial Strategies Group
Mississippi
$1.75M +$646K +4,506 +72%
SFS
1612
Strategic Financial Services
New York
$1.74M +$16.5K +115 +1%
SIAG
1613
Signet Investment Advisory Group
Rhode Island
$1.74M -$476K -3,317 -24%
AIM
1614
Athena Investment Management
California
$1.74M +$1.53M +10,689 New
TCPWM
1615
Traverso Chambers Private Wealth Management
California
$1.74M -$44.2K -308 -3%
CFS
1616
CRA Financial Services
New Jersey
$1.74M +$22.5K +157 +1%
PCMN
1617
Paradigm Capital Management (Nevada)
Nevada
$1.73M +$47.8K +333 +3%
BC
1618
Burleson & Co
California
$1.73M -$10.5K -73 -0.7%
GWA
1619
Gibson Wealth Advisors
Texas
$1.73M
TA
1620
TCM Advisors
West Virginia
$1.73M -$1.65M -11,500 Closed
DC
1621
DeDora Capital
California
$1.72M +$812K +5,659 +115%
BS
1622
Bessemer Securities
New York
$1.72M
CPWA
1623
Cerro Pacific Wealth Advisors
California
$1.72M -$52.8K -368 -3%
TPA
1624
Trivium Point Advisory
Connecticut
$1.72M +$69.7K +486 +5%
HSWM
1625
Hubbell Strickland Wealth Management
Louisiana
$1.7M -$70K -488 -4%

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.