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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
NOI
2501
Newton One Investments
Delaware
$33K
TCWM
2502
Total Clarity Wealth Management
Illinois
$33K +$32.8K +329 New
EWA
2503
Evolution Wealth Advisors
Florida
$31K
RTC
2504
Riverview Trust Company
Washington
$31K
CQS
2505
Credential Qtrade Securities
$30.2K
AFS
2506
Annapolis Financial Services
Maryland
$30K
BCPWM
2507
Bradley & Co Private Wealth Management
Florida
$30K
MWC
2508
MBM Wealth Consultants
Missouri
$30K
RTL
2509
Red Tortoise LLC
Georgia
$30K +$21.3K +214 New
CAL
2510
Capital Advisors Ltd
Ohio
$29K -$11.3K -113 -28%
SFFS
2511
Stonehage Fleming Financial Services
Jersey
$29K
RBC
2512
Roble Belko & Company
Pennsylvania
$28K -$101K -1,009 -78%
CIAS
2513
CBIZ Investment Advisory Services
Ohio
$28K
PCH
2514
PGIM Custom Harvest
New Jersey
$26K
CWM
2515
Cranbrook Wealth Management
Michigan
$26K +$10.1K +101 +64%
CPWM
2516
Cypress Point Wealth Management
Texas
$25K -$22.8K -229 -48%
BA
2517
Bellwether Advisors
Nebraska
$25K +$25.4K +255 New
CWA
2518
Carolina Wealth Advisors
South Carolina
$24K
PFA
2519
Professional Financial Advisors
Nebraska
$24K +$100 +1 +0.4%
CDIA
2520
Capital Directions Investment Advisors
Georgia
$23K -$15K -150 -40%
CH
2521
Canton Hathaway
Rhode Island
$23K
FWM
2522
Filbrandt Wealth Management
Wisconsin
$23K +$2.1K +21 +10%
AWMS
2523
Advocacy Wealth Management Services
Georgia
$23K +$8.88K +89 +65%
SOW
2524
State of Wyoming
Wyoming
$23K +$23K +231 New
AWM
2525
Activest Wealth Management
Florida
$22K +$199 +2 +0.9%

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.