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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
CFN
2226
Cordasco Financial Network
Florida
$661K +$10.6K +74 +2%
KWM
2227
Kolinsky Wealth Management
New Jersey
$659K +$98.8K +689 +20%
LIG
2228
Lokken Investment Group
Delaware
$658K +$220K +1,535 +58%
RFN
2229
RDA Financial Network
Iowa
$657K -$54.8K -382 -9%
GWANC
2230
Guardian Wealth Advisors (North Carolina)
North Carolina
$657K +$92.4K +644 +19%
HCA
2231
Horan Capital Advisors
Ohio
$653K +$27.8K +194 +5%
BCFD
2232
Boit C.F. David
$651K
KC
2233
Kenfarb & Co
Kentucky
$651K
AF
2234
Aldebaran Financial
$649K +$77.4K +540 +16%
JCM
2235
Jacobsen Capital Management
Utah
$646K
CFD
2236
Creative Financial Designs
Indiana
$642K -$988K -6,892 -64%
CCMU
2237
Cheyne Capital Management (UK)
United Kingdom
$640K
BWM
2238
BT Wealth Management
Georgia
$639K -$50.3K -351 -8%
EIA
2239
Eldridge Investment Advisors
New Hampshire
$639K
SWM
2240
Sugarloaf Wealth Management
Georgia
$639K +$57.8K +403 +11%
IP
2241
Ignite Planners
California
$639K +$162K +1,131 +40%
CHA
2242
Carmichael Hill & Associates
Maryland
$637K -$2.73K -19 -0.5%
RWP
2243
Revolve Wealth Partners
New Jersey
$635K +$6.02K +42 +1%
BWP
2244
Bernardo Wealth Planning
Pennsylvania
$635K +$7.03K +49 +1%
FG
2245
Foster Group
Iowa
$635K +$19.5K +136 +4%
LAS
2246
LWM Advisory Services
Florida
$634K +$93.4K +651 +20%
DWM
2247
Drive Wealth Management
Utah
$632K +$24.1K +168 +5%
BWM
2248
Birchcreek Wealth Management
Ohio
$630K +$28.7K +200 +5%
NJBEST
2249
New Jersey Better Educational Savings Trust
New Jersey
$629K
GKWIM
2250
Gerber Kawasaki Wealth & Investment Management
California
$629K +$217K +1,516 +65%

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.