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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
GAM
2601
Grandview Asset Management
Pennsylvania
-$916K -8,748 Closed
QTM
2602
qPULA Trading Management
New York
-$877K -8,369 Closed
HR
2603
Hayden Royal
North Carolina
-$862K -8,229 Closed
WI
2604
Wintrust Investments
Illinois
-$827K -7,896 Closed
DL
2605
DOHJ LLC
Washington
-$766K -7,309 Closed
BFA
2606
Brendel Financial Advisors
New Hampshire
-$738K -7,049 Closed
AAM
2607
Arabesque Asset Management
United Kingdom
-$712K -6,800 Closed
CL
2608
CSS LLC
Illinois
-$696K -6,646 Closed
T
2609
TRUADVICE
Florida
-$655K -6,511 Closed
ESCM
2610
Echo Street Capital Management
New York
-$560K -5,351 Closed
EI
2611
Ellevest Inc
New York
-$555K -5,295 Closed
AI
2612
AXS Investments
New York
-$548K -5,236 Closed
JSC
2613
Jackson Square Capital
California
-$546K -5,212 Closed
DTL
2614
Dynamic Technology Lab
Singapore
-$542K -5,171 Closed
JWM
2615
Jupiter Wealth Management
Colorado
-$509K -5,000 Closed
MTCM
2616
Mint Tower Capital Management
Netherlands
-$496K -4,740 Closed
CRI
2617
Colonial River Investments
Virginia
-$493K -4,707 Closed
KOMWMG
2618
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$488K -4,658 Closed
LSAG
2619
Lake Street Advisors Group
New Hampshire
-$456K -4,444 Closed
JFGLC
2620
Johnson Financial Group LLC (Colorado)
Colorado
-$367K -3,501 Closed
WCM
2621
Whitener Capital Management
North Carolina
-$359K -3,436 Closed
Twin Tree Management
2622
Twin Tree Management
Texas
-$329K -3,139 Closed
AFAS
2623
Acorn Financial Advisory Services
Virginia
-$326K -3,108 Closed
MLL
2624
Moody Lynn & Lieberson
Massachusetts
-$318K -3,038 Closed
NWA
2625
New World Advisors
Massachusetts
-$314K -3,000 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.