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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
HPC
2626
Hobart Private Capital
North Carolina
-$283K -2,700 Closed
HIM
2627
Hotaling Investment Management
Pennsylvania
-$282K -2,693 Closed
CSPAM
2628
Cary Street Partners Asset Management
Virginia
-$280K -2,670 Closed
Aristotle Capital Management
2629
Aristotle Capital Management
California
-$276K -2,632 Closed
S
2630
swisspartners
Liechtenstein
-$270K -2,577 Closed
XS
2631
XR Securities
Illinois
-$242K -2,430 Closed
PI
2632
PGGM Investments
Netherlands
-$241K -2,301 Closed
WBG
2633
Wharton Business Group
Pennsylvania
-$232K -2,219 Closed
GAM
2634
Gould Asset Management
California
-$230K -2,200 Closed
VCP
2635
Vista Capital Partners
Oregon
-$230K -2,199 Closed
GP
2636
Geneva Partners
Wisconsin
-$227K -2,167 Closed
OWA
2637
Opal Wealth Advisors
New York
-$221K -2,106 Closed
SFO
2638
Standard Family Office
South Dakota
-$218K -2,085 Closed
BFA
2639
Beacon Financial Advisory
Ohio
-$217K -2,069 Closed
SFG
2640
Sovereign Financial Group
Connecticut
-$215K -2,053 Closed
FP
2641
Fiduciary Planning
Florida
-$214K -2,039 Closed
FCFC
2642
First Citizens Financial Corp
Iowa
-$213K -2,036 Closed
RIG
2643
Renaissance Investment Group
Massachusetts
-$207K -1,973 Closed
SM
2644
Sciencast Management
New Jersey
-$204K -1,973 Closed
SWA
2645
Sax Wealth Advisors
New Jersey
-$207K -1,972 Closed
KPWG
2646
KFA Private Wealth Group
Virginia
-$205K -1,962 Closed
DGI
2647
Disciplined Growth Investors
Minnesota
-$204K -1,950 Closed
KWM
2648
Keebeck Wealth Management
Illinois
-$204K -1,950 Closed
BJ
2649
Brouwer & Janachowski
California
-$203K -1,940 Closed
GWAG
2650
Garrett Wealth Advisory Group
Texas
-$203K -1,936 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.