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Chevron
CVX

Overview Fund Activity

3,050 hedge funds and large institutions have $268B invested in Chevron in 2022 Q1 according to their latest regulatory filings, with 296 funds opening new positions, 1,123 increasing their positions, 1,342 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,050
Holders Change
+166
Holders Change %
+5.76%
% of All Funds
48.27%
Holding in Top 10
243
Holding in Top 10 Change
+153
Holding in Top 10 Change %
+170%
% of All Funds
3.85%
New
296
Increased
1,123
Reduced
1,342
Closed
100
Calls
$4.87B
Puts
$4.47B
Net Calls
+$398M
Net Calls Change
+$947M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$19.7B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$727M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$711M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$532M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$358M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$1.39B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$1.11B
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$791M
4
Franklin Resources
Franklin Resources
California
-$770M
5
Morgan Stanley
Morgan Stanley
New York
-$580M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBFP
1926
Cedar Brook Financial Partners
Ohio
$1.03M +$107K +659 +12%
UFF
1927
USA Financial Formulas
Michigan
$1.03M +$903K +5,548 +741%
ACS
1928
Archford Capital Strategies
Illinois
$1.02M +$253K +1,550 +33%
CPC
1929
Cookson Peirce & Co
Pennsylvania
$1.02M +$1.02M +6,264 New
OFA
1930
Oak Family Advisors
Illinois
$1.02M -$484K -2,969 -32%
CA
1931
Cambridge Advisors
Nebraska
$1.01M -$11.7K -72 -1%
KIG
1932
Kowal Investment Group
Wisconsin
$1.01M +$140K +857 +16%
QAM
1933
Q3 Asset Management
Michigan
$1.01M +$1.01M +6,207 New
AWM
1934
Accurate Wealth Management
Florida
$1.01M +$33.6K +206 +3%
SSWM
1935
Sheets Smith Wealth Management
North Carolina
$1.01M -$331K -2,031 -25%
Financial Engines Advisors
1936
Financial Engines Advisors
California
$1M -$228K -1,400 -18%
OFG
1937
Oxford Financial Group
Indiana
$1M -$684K -4,204 -41%
IGGA
1938
Iron Gate Global Advisors
Utah
$1M -$190K -1,165 -16%
GFS
1939
GYL Financial Synergies
Connecticut
$1M +$27K +166 +3%
CSB
1940
City State Bank
Iowa
$1M -$70K -430 -7%
SLWA
1941
San Luis Wealth Advisors
California
$1M +$1M +8,522 New
VBFG
1942
Vishria Bird Financial Group
Tennessee
$999K -$326K -2,001 -25%
CCM
1943
Chickasaw Capital Management
Tennessee
$998K -$52.9K -325 -5%
MA
1944
MBA Advisors
Pennsylvania
$997K -$199K -1,225 -17%
LWMM
1945
Legacy Wealth Management (Mississippi)
Mississippi
$996K +$3.09K +19 +0.3%
SRSA
1946
S.R. Schill & Associates
Washington
$986K +$73.1K +449 +8%
WAL
1947
W Advisors LLC
Tennessee
$983K +$47.2K +290 +5%
CWA
1948
Consilium Wealth Advisory
Texas
$982K -$302K -1,852 -24%
PAWC
1949
P.A.W. Capital
Connecticut
$977K -$326K -2,000 -25%
JGUA
1950
John G. Ullman & Associates
New York
$977K +$10.9K +67 +1%
76 77
78
79 80