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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
WF
2001
Wayfinding Financial
Washington
$898K +$56.6K +395 +8%
MPPLM
2002
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$895K +$54.9K +383 +7%
CPC
2003
Congress Park Capital
New York
$893K -$606K -4,225 -44%
CBA
2004
Coastal Bridge Advisors
Connecticut
$892K
TA
2005
TrueWealth Advisors
Alabama
$892K
AAM
2006
Aureus Asset Management
Massachusetts
$892K +$4.3K +30 +0.6%
VCM
2007
Vision Capital Management
Oregon
$892K +$4.3K +30 +0.6%
BHC
2008
Bowen Hanes & Co
Florida
$891K -$32.3K -225 -4%
OPTFSNA
2009
Old Point Trust & Financial Services N A
Virginia
$891K
EIA
2010
Edgemoor Investment Advisors
Maryland
$887K +$200K +1,396 +34%
AP
2011
Appleton Partners
Massachusetts
$886K -$69.1K -482 -8%
APWA
2012
Atlas Private Wealth Advisors
New Jersey
$884K -$1.13M -7,864 -59%
MIM
2013
Meixler Investment Management
Arizona
$878K -$72.4K -505 -9%
CA
2014
Cornerstone Advisory
Maryland
$878K +$43K +300 +6%
BFA
2015
BMS Financial Advisors
South Dakota
$877K +$46K +321 +6%
RCG
2016
Rock Creek Group
District of Columbia
$876K +$299K +2,086 +63%
VCM
2017
Versant Capital Management
Arizona
$874K +$160K +1,115 +26%
HWM
2018
Heirloom Wealth Management
Colorado
$874K +$747K +5,209 New
RB
2019
Renasant Bank
Mississippi
$872K -$188K -1,310 -20%
WCM
2020
Whitener Capital Management
North Carolina
$871K +$73.1K +510 +11%
VFA
2021
Voya Financial Advisors
Connecticut
$870K -$231K -1,613 -23%
JMFC
2022
J.M. Forbes & Co
Massachusetts
$870K -$17.5K -122 -2%
LCM
2023
Leisure Capital Management
California
$870K
WCM
2024
WealthBridge Capital Management
Ohio
$870K +$766K +5,341 New
BCMLT
2025
Beacon Capital Management LLC (Tennessee)
Tennessee
$868K +$765K +5,336 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.