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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
VBFG
1951
Vishria Bird Financial Group
Tennessee
$999K -$287K -2,001 -25%
CCM
1952
Chickasaw Capital Management
Tennessee
$998K -$46.6K -325 -5%
MA
1953
MBA Advisors
Pennsylvania
$997K -$176K -1,225 -17%
LWMM
1954
Legacy Wealth Management (Mississippi)
Mississippi
$996K +$2.73K +19 +0.3%
SRSA
1955
S.R. Schill & Associates
Washington
$986K +$64.4K +449 +8%
WAL
1956
W Advisors LLC
Tennessee
$983K +$41.6K +290 +5%
CWA
1957
Consilium Wealth Advisory
Texas
$982K -$266K -1,852 -24%
PAWC
1958
P.A.W. Capital
Connecticut
$977K -$287K -2,000 -25%
JGUA
1959
John G. Ullman & Associates
New York
$977K +$9.61K +67 +1%
XWM
1960
Xcel Wealth Management
Florida
$975K -$137K -952 -14%
WCA
1961
Westover Capital Advisors
Delaware
$974K -$1.43K -10 -0.2%
EWA
1962
EverSource Wealth Advisors
Alabama
$974K +$214K +1,491 +33%
BBL
1963
Beck Bode LLC
Massachusetts
$974K +$858K +5,984 New
WA
1964
Waverly Advisors
Alabama
$972K +$11.8K +82 +1%
MLA
1965
My Legacy Advisors
Oregon
$970K +$855K +5,960 New
MPW
1966
Monterey Private Wealth
California
$968K -$30.4K -212 -3%
ARMT
1967
Amica Retiree Medical Trust
Rhode Island
$968K
PCM
1968
Palisade Capital Management
New Jersey
$967K -$9.32K -65 -1%
HCM
1969
Hodges Capital Management
Texas
$966K -$3.15M -21,937 -79%
SA
1970
SAM Advisors
California
$965K +$850K +5,924 New
HLOC
1971
H.L. Ormond & Company
North Carolina
$964K -$17.2K -120 -2%
SHA
1972
Seneca House Advisors
Virginia
$963K -$151K -1,054 -15%
DCM
1973
Deuterium Capital Management
Florida
$963K
OF
1974
Outfitter Financial
Maine
$961K
SFP
1975
Sandbox Financial Partners
Maryland
$960K +$43.3K +302 +5%

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.