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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
RRA
2251
Round Rock Advisors
Connecticut
$629K +$296K +2,063 +115%
MCA
2252
Maryland Capital Advisors
Maryland
$628K
WAM
2253
WNY Asset Management
New York
$627K -$23.4K -163 -4%
CS
2254
Capital Square
Tennessee
$627K +$3.44K +24 +0.6%
LPIC
2255
LeJeune Puetz Investment Counsel
Michigan
$626K -$32.1K -224 -6%
AWA
2256
Amplius Wealth Advisors
Pennsylvania
$626K -$22.2K -155 -4%
RPA
2257
Rock Point Advisors
Vermont
$626K -$12.3K -86 -2%
EWM
2258
Elite Wealth Management
Washington
$626K +$16.5K +115 +3%
RWA
2259
Rainsberger Wealth Advisors
Colorado
$626K +$44.9K +313 +9%
SAF
2260
Smith Anglin Financial
Texas
$624K -$87.2K -608 -14%
SLT
2261
St Louis Trust
Missouri
$623K
EFG
2262
Everhart Financial Group
Ohio
$623K +$549K +3,827 New
TRIA
2263
Trail Ridge Investment Advisors
Colorado
$621K -$109K -763 -17%
AAP
2264
Arax Advisory Partners
Colorado
$621K +$2.29K +16 +0.4%
SIC
2265
Sterling Investment Counsel
New York
$621K +$125K +870 +30%
WMC
2266
Westwood Management Corporation
Illinois
$619K
SMG
2267
Smart Money Group
Texas
$619K +$26.4K +184 +5%
SC
2268
Steph & Co
Wisconsin
$617K -$38.7K -270 -7%
NPA
2269
Nichols & Pratt Advisers
Massachusetts
$615K
FC
2270
FCA Corp
Texas
$613K
TA
2271
Trellis Advisors
Washington
$613K +$36K +251 +7%
EFM
2272
E Fund Management
China
$612K -$72.7K -507 -12%
AWM
2273
Atticus Wealth Management
Florida
$612K +$574 +4 +0.1%
GWM
2274
Greenwich Wealth Management
Connecticut
$611K -$38.1K -266 -7%
WDL
2275
Well Done LLC
Michigan
$610K -$250K -1,745 -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.