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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
SRC
2326
Sage Rhino Capital
California
$560K +$8.03K +56 +2%
SIAG
2327
Safeguard Investment Advisory Group
California
$560K +$17.2K +120 +4%
FNC
2328
First National Corp
Massachusetts
$558K -$13.5K -94 -3%
PA
2329
Probity Advisors
Texas
$557K -$86K -600 -15%
SMA
2330
Sage Mountain Advisors
Georgia
$556K -$606K -4,226 -55%
CWM
2331
Cabot Wealth Management
Massachusetts
$556K -$22.1K -154 -4%
CAM
2332
Cubic Asset Management
Massachusetts
$554K +$34.4K +240 +8%
HWA
2333
HHM Wealth Advisors
Tennessee
$553K -$15.3K -107 -3%
CNB
2334
Camden National Bank
Maine
$552K -$171K -1,193 -26%
PCG
2335
Private Capital Group
Connecticut
$552K -$26.8K -187 -5%
WMG
2336
WESCAP Management Group
California
$552K
ASFA
2337
All Season Financial Advisors
Colorado
$550K -$131K -911 -21%
AFIA
2338
America First Investment Advisors
Nebraska
$550K
PWA
2339
Physician Wealth Advisors
Utah
$550K +$79.5K +554 +20%
TCBWMS
2340
Texas Capital Bank Wealth Management Services
Texas
$550K +$484K +3,376 New
OLVIG
2341
Oliver Lagore Vanvalin Investment Group
Michigan
$549K +$489K +3,408 New
BWP
2342
BSW Wealth Partners
Colorado
$547K -$5.16K -36 -1%
LAM
2343
L2 Asset Management
Massachusetts
$546K +$77.4K +540 +19%
ACA
2344
Aspire Capital Advisors
Washington
$546K +$481K +3,356 New
NFSG
2345
Newbridge Financial Services Group
Florida
$545K -$10K -70 -2%
WAG
2346
Winthrop Advisory Group
Massachusetts
$545K +$4.16K +29 +0.9%
ZIG
2347
Zullo Investment Group
Pennsylvania
$545K +$93.9K +655 +24%
LA
2348
LexAurum Advisors
Kansas
$544K -$14.3K -100 -3%
B
2349
BetterWealth
California
$544K
FA
2350
Financial Advisors
Massachusetts
$544K +$574 +4 +0.1%

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.