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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
PMFA
1776
Plante Moran Financial Advisors
Michigan
$1.32M -$13.9K -97 -1%
CCA
1777
Conservest Capital Advisors
Pennsylvania
$1.32M -$25K -174 -2%
SBL
1778
Sargent Bickham Lagudis
Colorado
$1.32M -$33.8K -236 -3%
OHWP
1779
Oak Harbor Wealth Partners
North Carolina
$1.32M -$14.1K -98 -1%
MWAM
1780
Manhattan West Asset Management
California
$1.31M +$911K +6,353 +370%
Balyasny Asset Management
1781
Balyasny Asset Management
Illinois
$1.31M +$1.16M +8,070 New
JGCM
1782
Joseph Group Capital Management
Ohio
$1.3M -$201K -1,399 -15%
DAC
1783
Dividend Assets Capital
South Carolina
$1.3M
TCA
1784
Taconic Capital Advisors
New York
$1.3M +$1.15M +8,000 New
FFWA
1785
FRG Family Wealth Advisors
Washington
$1.3M +$28.7K +200 +3%
JAFL
1786
Jay A. Fishman Ltd
Michigan
$1.3M +$158K +1,101 +16%
KA
1787
Kozak & Associates
Colorado
$1.3M
BFC
1788
Bedel Financial Consulting
Indiana
$1.3M -$270K -1,886 -19%
CGH
1789
CMG Global Holdings
Texas
$1.29M -$908K -6,328 -44%
VWA
1790
V Wealth Advisors
Kansas
$1.29M -$233K -1,625 -17%
PCMK
1791
Paragon Capital Management (Kansas)
Kansas
$1.29M -$47.6K -332 -4%
WCM
1792
Windsor Capital Management
Arizona
$1.29M +$14.8K +103 +1%
RVPG
1793
Relative Value Partners Group
$1.29M +$34K +237 +3%
DG
1794
DMC Group
Alabama
$1.29M -$350K -2,444 -23%
SAM
1795
S.A. Mason
Michigan
$1.29M +$574 +4 +0.1%
ESBC
1796
E.S. Barr & Co
Kentucky
$1.28M -$14.3K -100 -1%
SPFA
1797
Summit Place Financial Advisors
New Jersey
$1.28M +$1.13M +7,889 New
CG
1798
CFO4Life Group
Texas
$1.28M -$114K -792 -9%
TGAM
1799
TBH Global Asset Management
Tennessee
$1.28M -$5.45K -38 -0.5%
KLCM
1800
KG&L Capital Management
Louisiana
$1.27M -$1.51M -10,514 -57%

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.