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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
CWM
2426
Chemistry Wealth Management
New York
$468K -$325K -2,269 -44%
BIA
2427
Benchmark Investment Advisors
Illinois
$467K +$411K +2,865 New
PMG
2428
Private Management Group
California
$464K -$4.59K -32 -1%
CWM
2429
Campbell Wealth Management
Virginia
$464K +$14.1K +98 +4%
BA
2430
Ballew Advisors
Mississippi
$464K +$118K +824 +44%
GF
2431
Gries Financial
Ohio
$463K +$1.43K +10 +0.4%
PO
2432
Private Ocean
California
$461K -$143 -1 -0%
VCP
2433
Vista Capital Partners
Oregon
$461K +$406K +2,831 New
SWA
2434
Sax Wealth Advisors
New Jersey
$460K +$88.9K +620 +28%
HC
2435
Henshaw Capital
Massachusetts
$459K +$87.3K +609 +28%
GEA
2436
Glen Eagle Advisors
New Jersey
$457K -$28.7K -200 -7%
AA
2437
Auxano Advisors
Washington
$457K +$58.9K +411 +17%
FC
2438
Ferris Capital
Massachusetts
$456K +$17.9K +125 +5%
BWG
2439
Beta Wealth Group
California
$455K +$445K +3,100 New
WOSD
2440
WFA of San Diego
California
$454K -$45.3K -316 -10%
CF
2441
Clarity Financial
Texas
$454K +$8.75K +61 +2%
BB
2442
Bell Bank
North Dakota
$454K +$43K +300 +12%
JF
2443
JSF Financial
California
$453K -$13.1K -91 -3%
IWA
2444
Intercontinental Wealth Advisors
Texas
$452K -$493K -3,439 -55%
CWC
2445
Carolinas Wealth Consulting
North Carolina
$452K -$43.3K -302 -10%
SAMT
2446
Select Asset Management & Trust
Pennsylvania
$451K -$424K -2,959 -52%
TFCP
2447
Twin Focus Capital Partners
Massachusetts
$450K -$42.6K -297 -10%
PFC
2448
Phocas Financial Corp
California
$450K -$40.6K -283 -9%
GC
2449
Gibson Capital
Pennsylvania
$450K -$143 -1 -0%
SFM
2450
Signet Financial Management
New Jersey
$448K +$59.1K +412 +18%

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.