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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
III
1926
Independent Investors Inc
New York
$1.04M
GP
1927
Greenline Partners
New York
$1.04M -$353K -2,462 -28%
SPWM
1928
Schrum Private Wealth Management
Florida
$1.03M +$21.4K +149 +2%
GAAM
1929
Guinness Atkinson Asset Management
California
$1.03M +$190K +1,326 +26%
APW
1930
Austin Private Wealth
Texas
$1.03M +$272K +1,895 +43%
VCS
1931
Vaughan & Co Securities
New Jersey
$1.03M -$95.9K -669 -10%
GFP
1932
Gryphon Financial Partners
Ohio
$1.03M -$5.02K -35 -0.6%
HJGA
1933
Hardman Johnston Global Advisors
Connecticut
$1.03M
CBFP
1934
Cedar Brook Financial Partners
Ohio
$1.02M +$94.5K +659 +12%
UFF
1935
USA Financial Formulas
Michigan
$1.02M +$796K +5,548 +741%
ACS
1936
Archford Capital Strategies
Illinois
$1.02M +$222K +1,550 +33%
CPC
1937
Cookson Peirce & Co
Pennsylvania
$1.02M +$898K +6,264 New
CNBT
1938
Cornerstone National Bank & Trust
Illinois
$1.02M -$84.2K -587 -9%
OFA
1939
Oak Family Advisors
Illinois
$1.02M -$426K -2,969 -32%
CA
1940
Cambridge Advisors
Nebraska
$1.01M -$10.3K -72 -1%
KIG
1941
Kowal Investment Group
Wisconsin
$1.01M +$123K +857 +16%
QAM
1942
Q3 Asset Management
Michigan
$1.01M +$890K +6,207 New
AWM
1943
Accurate Wealth Management
Florida
$1.01M +$29.5K +206 +3%
SSWM
1944
Sheets Smith Wealth Management
North Carolina
$1M -$291K -2,031 -25%
Financial Engines Advisors
1945
Financial Engines Advisors
California
$1M -$201K -1,400 -18%
OFG
1946
Oxford Financial Group
Indiana
$1M -$603K -4,204 -41%
IGGA
1947
Iron Gate Global Advisors
Utah
$1M -$167K -1,165 -16%
GFS
1948
GYL Financial Synergies
Connecticut
$1M +$23.8K +166 +3%
CSB
1949
City State Bank
Iowa
$1M -$61.7K -430 -7%
SLWA
1950
San Luis Wealth Advisors
California
$1M +$1.22M +8,522 New

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.