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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
HFS
2526
HBC Financial Services
Washington
$21K -$40.7K -408 -67%
KC
2527
Knuff & Co
California
$20K
JPLA
2528
Joseph P. Lucia & Associates
New York
$19K -$10.5K -105 -36%
NL
2529
NVWM LLC
Pennsylvania
$19K +$3.99K +40 +28%
BFG
2530
Baron Financial Group
New Jersey
$17.6K
LPWM
2531
Lake Point Wealth Management
Texas
$17K -$24.3K -244 -60%
LWP
2532
Laurel Wealth Planning
Minnesota
$16K +$7.48K +75 +90%
UFF
2533
USA Financial Formulas
Michigan
$15K -$878K -8,807 -98%
ST
2534
Sageworth Trust
Pennsylvania
$15K -$409K -4,105 -97%
WIA
2535
Wealthstreet Investment Advisors
Texas
$15K
DTIM
2536
Danda Trouve Investment Management
Kansas
$14K
SPWG
2537
Sage Private Wealth Group
Illinois
$13K -$197K -1,976 -94%
OCM
2538
Orion Capital Management
California
$12K -$39.9K -400 -77%
BAM
2539
Baldrige Asset Management
Pennsylvania
$12K
HGWM
2540
Harvest Group Wealth Management
Massachusetts
$12K
RA
2541
Rational Advisors
New York
$11K -$1.63M -16,322 -99%
WIM
2542
Westside Investment Management
California
$10.6K
HF
2543
Halpern Financial
Virginia
$10.1K
RFWA
2544
RPg Family Wealth Advisory
Massachusetts
$10.1K
FA
2545
Financial Avengers
California
$10K -$11.8K -118 -54%
VFIC
2546
Valley Forge Investment Consultants
Pennsylvania
$10K
WAM
2547
Wallington Asset Management
Indiana
$9K
TJHA
2548
Thomas J. Herzfeld Advisors
Florida
$8K
CCM
2549
Cribstone Capital Management
Maine
$8K +$3.69K +37 +80%
MG
2550
MilWealth Group
Wisconsin
$7.81K +$7.68K +77 New

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.