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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
FHC
2151
First Heartland Consultants
Missouri
$741K +$45.7K +319 +8%
NIM
2152
NuWave Investment Management
New Jersey
$741K +$653K +4,551 New
MW
2153
MBL Wealth
North Carolina
$740K +$652K +4,543 New
WMA
2154
West Michigan Advisors
Michigan
$739K -$135K -939 -17%
NRW
2155
Nova R Wealth
Kansas
$738K -$274K -1,909 -30%
SAM
2156
Summit Asset Management
Tennessee
$738K +$17.6K +123 +3%
CWA
2157
Clarity Wealth Advisors
California
$738K +$650K +4,535 New
CSWM
2158
Cassady Schiller Wealth Management
Ohio
$735K +$574K +4,000 +783%
PWM
2159
PBMares Wealth Management
Virginia
$734K -$69K -481 -10%
AA
2160
Axiom Advisory
California
$734K -$55.2K -385 -8%
OFS
2161
Orrstown Financial Services
Pennsylvania
$733K -$129K -899 -17%
SF
2162
SBK Financial
Virginia
$733K
LFG
2163
Larson Financial Group
Missouri
$729K +$1.86K +13 +0.3%
HWA
2164
Heartwood Wealth Advisors
Virginia
$726K +$148K +1,029 +30%
RMSCM
2165
R.M. Sincerbeaux Capital Management
New York
$725K
CBT
2166
Central Bank & Trust
Kentucky
$723K -$141K -983 -18%
CIM
2167
CIM Investment Management
Pennsylvania
$723K -$717 -5 -0.1%
BRC
2168
Bell Rock Capital
Delaware
$722K +$51.3K +358 +9%
VCM
2169
Vigilant Capital Management
Maine
$721K +$152K +1,057 +31%
AW
2170
Avion Wealth
Texas
$720K -$80.2K -559 -11%
CC
2171
Cornerstone Capital
California
$720K -$17.2K -120 -3%
MCWA
2172
Meadow Creek Wealth Advisors
Georgia
$719K -$10.2K -71 -2%
SXL
2173
Summit X LLC
Missouri
$717K +$10.8K +75 +2%
ECM
2174
Exchange Capital Management
Michigan
$716K -$36.3K -253 -5%
CIA
2175
Cladis Investment Advisory
Montana
$714K +$11.8K +82 +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.