Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Chevron Corporation (CVX)

4K + Investors. Track Smart Money conviction in CVX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +334
Streak
3Q ▲
Buyers last Q
56%

Smart Money Signals — CVX

Based on 4265 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added CVX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
4,265 hedge funds hold CVX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+526 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

2308 buying1824 selling
Last quarter: 2,308 funds bought or added vs 1,824 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+112 vs last Q)

new funds entering per quarter
Funds opening a new CVX position: 189 → 289 → 401 → 513. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 15% medium ■ 15% new
2,984 out of 4,265 hedge funds have held CVX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+30% value, -3% shares)

Value
+29%
Shares
-3%
Last quarter: total value of institutional CVX holdings rose +30% even though funds reduced share count by 3%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
🚀

Acceleration phase — new buyers rushing in

294 → 189 → 289 → 401 → 513 new funds/Q
New funds entering each quarter: 189 → 289 → 401 → 513. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 72% veterans vs 17% newcomers

■ 72% veterans ■ 11% 1-2yr ■ 17% new
Entry-cohort mix of 4,367 holders: 3,149 (72%) are 2+ year veterans, 474 entered 1–2 years ago, and 744 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
73 of 4247 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in CVX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CVX

In 2026 Q1, 2308 hedge funds were net buyers of CVX (513 opened a new position, 1795 added to an existing one), while 1824 reduced or exited (1645 trimmed, 179 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 54% of total institutional value in CVX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +334 funds (more new holders than closures). Total institutional holders: 4265.

Hedge Fund Ownership: CVX

How many hedge funds hold CVX — quarterly history vs. share price
Quarterly hedge fund ownership of CVX vs. share price

Market Analysis: CVX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CVX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Chevron Corporation (CVX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CVX has moved relative to its sector benchmark (XLE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 85d ago
CVX
-14.9%
XLE
-11.1%

CVX outperformed XLE by -3.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
CVX
-7.1%
XLE
-8.4%

Since the filing became public, CVX outperformed XLE by +1.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

160 top-rated funds 138 high-conviction
Consensus
9.6
/ 10
breadth
×
Elite
8.2
/ 10
conviction
Hedge Fund Positioning: CVX
4K + Investors

Track Smart Money conviction in CVX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 4214 3930 7.23%
13F Shares 1.45B 1.50B -3.07%
Total Value $290.87B $224.49B 29.57%
New Positions 497 401 +96
Increased Positions 1753 1486 +267
Closed Positions 213 212 +1
Reduced Positions 1595 1660 -65
Total Calls 58 51 13.73%
Total Puts 56 45 24.44%
PUT/CALL Ratio 0.97 0.88 Neutral

Statistics: CVX

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

4K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CVX. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CVX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Adams Natural Resources Fund, INC. 14.74% 614,724 $127.2M
2 Act Capital Management, LLC 12.20% 75,000 $15.5M
3 Drummond Knight Asset Management Pty Ltd 10.99% 150,166 $31.1M
4 Oakland Financial Corp 10.77% 3,300 $683K
5 Solus Alternative Asset Management LP 9.89% 177,723 $36.8M
6 Colrain Capital LLC 9.31% 116,409 $24.1M
7 Wallace Advisory Group, LLC 9.26% 41,887 $8.7M
8 ACR Alpine Capital Research, LLC 8.49% 2,748,684 $568.7M
9 Arrow Capital Pty Ltd 8.43% 40,000 $8.4M
10 Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 8.27% 53,661 $11.1M
11 Towarzystwo Funduszy Inwestycyjnych Pzu SA 7.49% 107,824 $22.3M
12 Spurstone Advisory Services, LLC 7.15% 2,020 $418K
13 Berkshire Hathaway Inc 6.64% 84,375,856 $17.46B
14 59 North Capital Management, LP 6.31% 1,022,484 $211.6M
15 C2C Wealth Management, LLC 6.25% 35,716 $7.4M
16 Buckley Wealth Management, LLC 6.24% 118,129 $24.4M
17 Essex Bank 6.06% 132,458 $27.4M
18 Clg LLC 6.05% 117,686 $24.3M
19 DJE Kapital AG 5.98% 1,276,816 $269.8M
20 Refined Wealth Management 5.80% 44,436 $9.2M
21 Managed Asset Portfolios, LLC 5.76% 232,499 $48.1M
22 Oak Asset Management, LLC 5.61% 78,743 $16.3M
23 Foundation Resource Management Inc 5.49% 235,897 $48.8M
24 LGT Financial Advisors LLC 5.43% 5,123 $1.1M
25 Silvia Mccoll Wealth Management, LLC 5.26% 38,571 $8.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Chevron Corporation (CVX)

What does the Smart Money Trend signal show for CVX?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added CVX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CVX?

Slight buying edge — 56% buying: Last quarter: 2,308 funds bought or added vs 1,824 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CVX holders?

Elite ownership — 54% AUM from top-100 funds: 73 of 4247 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in CVX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CVX?

70% of holders stayed for 2+ years: 2,984 out of 4,265 hedge funds have held CVX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Chevron Corporation (CVX) following the 2026 Q1 hedge fund 13F filings?

As of today, CVX has moved -7.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to -8.4% for the XLE sector ETF — an outperformance of +1.3%. Since the quarter end (March 31, 2026), CVX has gained -14.9% vs -11.1% for XLE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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