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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
IFWM
2076
Institute for Wealth Management
Colorado
$813K -$1.72K -12 -0.2%
SC
2077
Sierra Capital
Florida
$809K -$3.01K -21 -0.4%
PFGIA
2078
Patriot Financial Group Insurance Agency
Massachusetts
$808K -$47K -328 -6%
CCM
2079
Carlson Capital Management
Minnesota
$807K +$142K +990 +25%
GWSG
2080
GPS Wealth Strategies Group
Colorado
$807K +$219K +1,529 +45%
BCM
2081
Blume Capital Management
California
$804K +$16.8K +117 +2%
BIA
2082
Barry Investment Advisors
Massachusetts
$803K +$18.9K +132 +3%
EA
2083
Eclectic Associates
California
$799K -$30.1K -210 -4%
MAM
2084
Madison Asset Management
Wisconsin
$799K +$704K +4,907 New
EWM
2085
EPG Wealth Management
Georgia
$798K +$148K +1,030 +27%
XS
2086
XR Securities
Illinois
$791K -$495K -3,451 -42%
CP
2087
Camelot Portfolios
Ohio
$790K -$680K -4,740 -49%
JFA
2088
JNBA Financial Advisors
Minnesota
$788K -$63.8K -445 -8%
MFG
2089
Menard Financial Group
Texas
$787K
VT
2090
Vise Technologies
New York
$787K +$693K +4,834 New
CCG
2091
Coastwise Capital Group
California
$786K +$692K +4,827 New
CL
2092
COWA LLC
Oklahoma
$785K -$57.5K -401 -8%
EBSAM
2093
Eubel Brady & Suttman Asset Management
Ohio
$784K +$287 +2 +0%
CCMT
2094
CMT Capital Markets Trading
Germany
$782K -$844K -5,887 -55%
OCG
2095
Opus Capital Group
Ohio
$782K -$9.75K -68 -1%
JHP
2096
James Hambro & Partners
United Kingdom
$782K
HFAS
2097
Hummer Financial Advisory Services
Illinois
$782K +$53.1K +370 +8%
FNBSF
2098
First National Bank Sioux Falls
South Dakota
$781K +$3.01K +21 +0.4%
AP
2099
Atwood & Palmer
Missouri
$780K
TA
2100
Tectonic Advisors
Texas
$780K +$14.9K +104 +2%

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.