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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
DWM
2201
Defined Wealth Management
Oregon
$689K +$430 +3 +0.1%
LGA
2202
Lebenthal Global Advisors
New York
$688K +$47K +328 +8%
WBC
2203
West Branch Capital
Massachusetts
$687K +$17.2K +120 +3%
AGA
2204
Accuvest Global Advisors
Utah
$683K -$92.9K -648 -13%
MSCM
2205
McElhenny Sheffield Capital Management
Texas
$682K -$717 -5 -0.1%
SC
2206
Slow Capital
California
$682K +$600K +4,187 New
SCM
2207
SOL Capital Management
Maryland
$681K -$53.8K -375 -8%
STA
2208
Summit Trail Advisors
New York
$680K +$156K +1,086 +35%
SWM
2209
Scissortail Wealth Management
Oklahoma
$678K +$31.8K +222 +5%
NICM
2210
Neo Ivy Capital Management
New York
$678K +$597K +4,162 New
WBCM
2211
Wilson & Boucher Capital Management
California
$677K
GM
2212
GeoWealth Management
Illinois
$676K -$140K -977 -19%
HWM
2213
Hohimer Wealth Management
Washington
$675K
GCM
2214
Graham Capital Management
Connecticut
$674K +$594K +4,140 New
AA
2215
Aire Advisors
California
$671K +$82.2K +573 +16%
SCA
2216
SMH Capital Advisors
Texas
$669K +$9.75K +68 +2%
CRIG
2217
Charter Research & Investment Group
Connecticut
$668K
CAM
2218
Cidel Asset Management
Ontario, Canada
$668K
PAS
2219
Professional Advisory Services
Florida
$668K
VIM
2220
Vista Investment Management
Pennsylvania
$667K -$2.29K -16 -0.4%
LFA
2221
Landmark Financial Advisors
Kentucky
$664K -$16.9K -118 -3%
TWM
2222
Tanager Wealth Management
United Kingdom
$664K
AWM
2223
Accel Wealth Management
Iowa
$664K +$3.01K +21 +0.5%
EWA
2224
Encompass Wealth Advisors
Oregon
$664K +$24.2K +169 +4%
SIC
2225
Samalin Investment Counsel
New York
$662K -$151K -1,055 -21%

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.