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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
MFW
1701
Meristem Family Wealth
Minnesota
$1.48M -$12.6K -88 -1%
BRM
1702
Boston Research & Management
Massachusetts
$1.48M +$14.3K +100 +1%
HWA
1703
Heritage Wealth Advisors
Virginia
$1.47M -$5.45K -38 -0.4%
LWM
1704
Lyell Wealth Management
California
$1.47M -$8.46K -59 -0.6%
CCA
1705
Childress Capital Advisors
Texas
$1.47M +$323K +2,252 +33%
NIM
1706
Needham Investment Management
New York
$1.47M
DA
1707
DCM Advisors
New York
$1.46M +$906K +6,317 +236%
WI
1708
WrapManager Inc
California
$1.46M -$319K -2,221 -20%
JAG
1709
Journey Advisory Group
Kentucky
$1.46M +$296K +2,064 +30%
MWM
1710
Modera Wealth Management
New Jersey
$1.46M +$127K +883 +11%
MTIC
1711
Missouri Trust & Investment Company
Missouri
$1.46M -$219K -1,528 -15%
NAS
1712
Nicolet Advisory Services
Wisconsin
$1.46M +$526K +3,669 +75%
IAIM
1713
International Assets Investment Management
Florida
$1.45M -$402K -2,805 -24%
AFM
1714
Andesa Financial Management
Pennsylvania
$1.45M -$327K -2,283 -20%
AWAG
1715
ARS Wealth Advisors Group
Florida
$1.45M -$115K -800 -8%
B
1716
Bellecapital
Switzerland
$1.45M -$523K -3,647 -29%
WTFG
1717
Wells Trecaso Financial Group
Ohio
$1.45M +$28.8K +201 +2%
JWA
1718
JFS Wealth Advisors
Pennsylvania
$1.45M +$22.4K +156 +2%
FWTB
1719
First Western Trust Bank
Colorado
$1.44M +$1.25M +8,722 New
EWM
1720
Edge Wealth Management
New York
$1.44M +$250K +1,742 +25%
BCM
1721
Bourgeon Capital Management
Connecticut
$1.44M -$60.2K -420 -5%
WFM
1722
Wolff Financial Management
Michigan
$1.44M +$287 +2 +0%
FCFS
1723
First Command Financial Services
Texas
$1.43M +$150K +1,049 +14%
FCB
1724
First Command Bank
Texas
$1.43M +$355K +2,472 +39%
SFG
1725
StrategIQ Financial Group
Indiana
$1.43M -$78K -544 -6%

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.