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Chevron

2,571 hedge funds and large institutions have $172B invested in Chevron in 2021 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 1,210 increasing their positions, 950 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 102

27% more repeat investments, than reductions

Existing positions increased: 1,210 | Existing positions reduced: 950

9% more funds holding in top 10

Funds holding in top 10: 5863 (+5)

0% less funds holding

Funds holding: 2,5802,571 (-9)

0.57% less ownership

Funds ownership: 66.77%66.2% (-0.57%)

3% less capital invested

Capital invested by funds: $178B → $172B (-$5.91B)

9% less call options, than puts

Call options by funds: $2.3B | Put options by funds: $2.52B

Holders
2,571
Holders Change
-9
Holders Change %
-0.35%
% of All Funds
45%
Holding in Top 10
63
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.62%
% of All Funds
1.1%
New
130
Increased
1,210
Reduced
950
Closed
102
Calls
$2.3B
Puts
$2.52B
Net Calls
-$222M
Net Calls Change
-$544M
Name Holding Trade Value Shares
Change
Change in
Stake
GPA
2476
Guidance Point Advisors
Massachusetts
$65K +$64.3K +645 New
CC
2477
Centiva Capital
New York
$65K +$2.16M +21,700 New
JWBC
2478
John W. Brooker & Co
California
$64K -$4.49K -45 -7%
MGIM
2479
M&G Investment Management
United Kingdom
$61.5K +$1.45M +14,506 +2%
IF
2480
Ironwood Financial
Arizona
$61K
ITFISA
2481
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$59K -$57.8K -579 -50%
DI
2482
Disciplined Investments
Oklahoma
$58K +$39.9K +400 +238%
SFPG
2483
Stonebridge Financial Planning Group
Florida
$57K -$19.9K -200 -29%
SFA
2484
Semmax Financial Advisors
North Carolina
$57K
Nisa Investment Advisors
2485
Nisa Investment Advisors
Missouri
$56.6K +$3.34M +33,521 +6%
TFA
2486
Toth Financial Advisory
Virginia
$56K
JMF
2487
Johnson Midwest Financial
Iowa
$55K +$299 +3 +0.6%
RWML
2488
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$53.7K +$299 +3 +0.6%
RAM
2489
Riggs Asset Management
Pennsylvania
$53K
FPFS
2490
First Personal Financial Services
North Carolina
$52K -$18.9K -189 -27%
HC
2491
Hoese & Co
Minnesota
$51K
HIM
2492
Hillsdale Investment Management
Ontario, Canada
$50K
CPC
2493
Consolidated Planning Corp
Georgia
$50K +$49.5K +496 New
VC
2494
Vestor Capital
Illinois
$49K
TG
2495
TCW Group
California
$47.7K -$4.91M -49,264 -9%
RA
2496
Resolute Advisors
California
$45K +$3.59K +36 +9%
MFT
2497
Moisand Fitzgerald Tamayo
Florida
$43K -$10.5K -105 -20%
ETC
2498
Exchange Traded Concepts
Oklahoma
$42K -$3.49K -35 -8%
PCC
2499
Park Circle Company
Maryland
$41K
DCM
2500
Disciplina Capital Management
Tennessee
$35.9K +$1.9K +19 +6%

CVX Hedge Fund Activity: Q3 2021 in Review

2,571 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q3 2021, worth a combined $172B — down 3.3% from $178B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new CVX positions and 102 closed out — a net gain of 28 holders — while 1,210 added to existing stakes and 950 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $557M. The largest seller was Capital International Investors, cutting an estimated $1.1B.

  • 2,571 institutional investors held Chevron (CVX) as of Q3 2021, down from 2,580 in Q2 2021.
  • Funds reported $172B of Chevron stock for Q3 2021, down 3.3% quarter-over-quarter.
  • 130 funds opened new Chevron positions in Q3 2021 and 102 closed out, a net change of +28 holders.
  • The largest Chevron buyer in Q3 2021 was Berkshire Hathaway, an estimated $557M added.
  • The largest Chevron seller in Q3 2021 was Capital International Investors, an estimated $1.1B sold.

Based on aggregated 13F filings for Q3 2021.