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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
MS
2551
Mizuho Securities
Japan
$7K -$179K -1,799 -96%
BHWM
2552
Bay Harbor Wealth Management
Maryland
$6K -$25.6K -257 -82%
BBHC
2553
Brown Brothers Harriman & Co
New York
$5.59K -$147K -1,469 -3%
ACM
2554
AUA Capital Management
Pennsylvania
$5K
MFM
2555
MD Financial Management
Ontario, Canada
$5K
TVWM
2556
Tower View Wealth Management
Wisconsin
$5K +$4.99K +50 New
DWMG
2557
DB Wealth Management Group
California
$4K
DWA
2558
Delos Wealth Advisors
Texas
$4K
OAJ
2559
Ogorek Anthony Joseph
New York
$4K
HCM
2560
Horrell Capital Management
Arkansas
$3K
IPW
2561
IronBridge Private Wealth
Texas
$3K
TLFA
2562
True Link Financial Advisors
California
$3K
CI
2563
Cordant Inc
Oregon
$3K +$2.69K +27 New
ARIS
2564
Advanced Research Investment Solutions
California
$2.54K
CAM
2565
ClariVest Asset Management
California
$2K -$1.1K -11 -42%
RF
2566
Robbins Farley
New Hampshire
$1K
BC
2567
Belmont Capital
California
$1K +$997 +10 New
CCMIC
2568
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$1K +$1.1K +11 New
SAM
2569
Strategic Asset Management
Minnesota
$1K +$1.2K +12 New
LIA
2570
LBMC Investment Advisors
Tennessee
$651
VCWA
2571
Vanguard Capital Wealth Advisors
Colorado
$317 +$312K +3,129 New
APG Asset Management
2572
APG Asset Management
Netherlands
-$333M -3,772,326 Closed
CBT
2573
Capital Bank & Trust
California
-$110M -1,046,427 Closed
WAS
2574
Wesleyan Assurance Society
United Kingdom
-$11.7M -111,864 Closed
GJCM
2575
Grand Jean Capital Management
California
-$10.9M -103,800 Closed

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.