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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
MAG
2026
Mayfair Advisory Group
Alabama
$867K -$3.44K -24 -0.5%
ACM
2027
Alta Capital Management
Utah
$867K +$3.01K +21 +0.4%
NW
2028
NewEdge Wealth
Pennsylvania
$867K +$256K +1,785 +50%
LDFR
2029
Lehman & Derafelo Financial Resources
Pennsylvania
$865K +$2.01K +14 +0.3%
MGAM
2030
McGowan Group Asset Management
Texas
$863K +$316K +2,202 +71%
CWP
2031
Curated Wealth Partners
California
$861K
GWM
2032
Gray Wealth Management
Maine
$860K -$17.6K -123 -2%
SP
2033
Successful Portfolios
Florida
$860K +$3.73K +26 +0.5%
MWM
2034
Merriman Wealth Management
Washington
$858K -$83.2K -580 -10%
BWM
2035
BCS Wealth Management
Tennessee
$857K -$446K -3,108 -37%
MWM
2036
Moulton Wealth Management
Washington
$854K +$430 +3 +0.1%
BW
2037
Bison Wealth
Georgia
$853K +$14.6K +102 +2%
ODFS
2038
O'Donnell Financial Services
California
$852K -$33.1K -231 -4%
SDH
2039
Sloy Dahl & Holst
Washington
$852K +$11.8K +82 +2%
HEIP
2040
Hudson Edge Investment Partners
New Jersey
$849K -$5.82M -40,599 -89%
GG
2041
Golden Green
South Carolina
$849K -$162K -1,131 -18%
WAM
2042
WFA Asset Management
Wisconsin
$849K +$6.02K +42 +0.8%
SWM
2043
Salvus Wealth Management
New Jersey
$848K -$63.8K -445 -8%
BDWM
2044
Brewin Dolphin Wealth Management
Ireland
$848K
CSI
2045
Cross Staff Investments
New York
$843K +$54.5K +380 +8%
JHCP
2046
Jackson Hole Capital Partners
Oklahoma
$840K -$6.45K -45 -0.9%
NLP
2047
Next Level Private
New York
$838K
AIS
2048
AM Investment Strategies
Tennessee
$837K -$672K -4,689 -48%
I
2049
INVST
Indiana
$837K -$6.31K -44 -0.8%
FAG
2050
Financial Advisory Group
Texas
$837K +$177K +1,233 +32%

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.