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
↑ +155
Streak
2Q ▲
Buyers last Q
50%

Smart Money Signals — CVX

Based on 3641 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
3,641 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 — +7% more funds vs a year ago

fund count last 6Q
+226 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

1787 buying1762 selling
Last quarter: 1,787 funds bought or added vs 1,762 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 (+93 vs last Q)

new funds entering per quarter
Funds opening a new CVX position: 274 → 164 → 258 → 351. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

76% of holders stayed for 2+ years

■ 76% conviction (2yr+) ■ 13% medium ■ 10% new
2,778 out of 3,641 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.
📈

Growing discovery — still being found

304 → 274 → 164 → 258 → 351 new funds/Q
New funds entering each quarter: 274 → 164 → 258 → 351. A growing number of institutions are discovering CVX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 75% of holders stayed 2+ years

■ 75% veterans ■ 10% 1-2yr ■ 15% new
Of 3,731 current holders: 2,790 (75%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
48 of 3641 holders are among the 100 largest funds by AUM, controlling 65% 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.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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.

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.

Smart Money Signal ?
Strong Institutional Conviction

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

245 top-rated funds 64 high-conviction
Consensus
10.0
/ 10
breadth
×
Elite
6.8
/ 10
conviction
Hedge Fund Positioning: CVX
2026 Q1 Stats Unlock in 11 days 4K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 3731 3594 3.81%
13F Shares 1.48B 1.47B 0.49%
Total Value $221.56B $225.73B -1.85%
New Positions 355 272 +83
Increased Positions 1560 1971 -411
Closed Positions 210 193 +17
Reduced Positions 1702 1229 +473
Total Calls 51 62 -17.74%
Total Puts 45 56 -19.64%
PUT/CALL Ratio 0.88 0.9 Neutral

Statistics: CVX

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Short Ratio (Days to Cover) --
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.

Top 25 institutional holders of CVX — 2025 Q4 · 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 Wallace Advisory Group, LLC 9.26% 41,887 $8.7M
6 ACR Alpine Capital Research, LLC 8.49% 2,748,684 $568.7M
7 Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 8.27% 53,661 $11.1M
8 Spurstone Advisory Services, LLC 7.15% 2,020 $418K
9 C2C Wealth Management, LLC 6.25% 35,716 $7.4M
10 Essex Bank 6.06% 132,458 $27.4M
11 DJE Kapital AG 5.98% 1,276,816 $269.8M
12 Refined Wealth Management 5.80% 44,436 $9.2M
13 MANAGED ASSET PORTFOLIOS, LLC 5.76% 232,499 $48.1M
14 Oak Asset Management, LLC 5.61% 78,743 $16.3M
15 FOUNDATION RESOURCE MANAGEMENT INC 5.49% 235,897 $48.8M
16 LGT Financial Advisors LLC 5.43% 5,123 $1.1M
17 F&V Capital Management, LLC 5.37% 122,821 $25K
18 Canal Insurance CO 5.30% 119,240 $25K
19 SILVIA MCCOLL WEALTH MANAGEMENT, LLC 5.26% 38,571 $8.0M
20 Rossmore Private Capital 4.90% 270,207 $55.9M
21 Grand Central Investment Group 4.53% 29,580 $6.1M
22 VILLERE ST DENIS J & CO LLC 4.45% 195,089 $40.4M
23 Dupree Financial Group, LLC 4.41% 52,961 $11.0M
24 CENTRAL SECURITIES CORP 4.38% 256,250 $53.0M
25 Cherokee Insurance Co 4.34% 55,299 $11.4M
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 — 2 quarters in a row: For 2 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 — 50% buying: Last quarter: 1,787 funds bought or added vs 1,762 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 — 65% AUM from top-100 funds: 48 of 3641 holders are among the 100 largest funds by AUM, controlling 65% 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?

76% of holders stayed for 2+ years: 2,778 out of 3,641 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.

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.