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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
HFS
2301
Heritage Financial Services
Massachusetts
$578K +$70.8K +494 +16%
DAM
2302
Derbend Asset Management
Georgia
$577K
AC
2303
AlphaCore Capital
California
$577K +$194K +1,352 +62%
RZH
2304
Relyea Zuckerberg Hanson
Connecticut
$576K -$10.9K -76 -2%
WCF
2305
West Coast Financial
California
$576K +$1K +7 +0.2%
JF
2306
Jump Financial
Illinois
$576K +$507K +3,536 New
ADBIC
2307
A.D. Beadell Investment Counsel
Wisconsin
$575K -$766K -5,338 -60%
CWP
2308
Concord Wealth Partners
Virginia
$575K -$39.6K -276 -7%
CFP
2309
Curran Financial Partners
South Carolina
$575K -$2.58K -18 -0.5%
FM
2310
Family Management
New York
$575K +$26K +181 +5%
TWP
2311
Tempus Wealth Planning
California
$574K -$109K -757 -18%
CCG
2312
Chatham Capital Group
Georgia
$574K
RBFC
2313
Roman Butler Fullerton & Co
Missouri
$572K -$31.3K -218 -6%
GA
2314
Gateway Advisory
New Jersey
$571K +$18.9K +132 +4%
ACM
2315
ACT Capital Management
Pennsylvania
$570K -$1.29M -9,000 -72%
SEP
2316
Southland Equity Partners
Missouri
$569K +$41.7K +291 +9%
HSG
2317
Helen Stephens Group
Texas
$568K -$16.5K -115 -3%
ECM
2318
Elgethun Capital Management
South Dakota
$568K +$4.02K +28 +0.8%
LODC
2319
Lanham O'Dell & Company
West Virginia
$567K -$5.16K -36 -1%
VLC
2320
Van Leeuwen & Company
New Jersey
$566K -$298K -2,080 -37%
YWP
2321
YorkBridge Wealth Partners
New York
$564K -$14.3K -100 -3%
SCFS
2322
S.C. Financial Services
Arizona
$563K +$14.9K +104 +3%
TCWM
2323
Total Clarity Wealth Management
Illinois
$563K +$295K +2,057 +147%
PSF
2324
Pacific Sun Financial
California
$561K
AC
2325
Addison Capital
Pennsylvania
$560K -$11.3K -79 -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.