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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
MF
2651
Manchester Financial
California
-$203K -1,934 Closed
LWP
2652
Legacy Wealth Planning
Nevada
-$202K -1,932 Closed
SBF
2653
Sara-Bay Financial
Florida
-$202K -1,931 Closed
EGM
2654
Engineers Gate Manager
New York
-$202K -1,930 Closed
NWM
2655
Northwest Wealth Management
Iowa
-$201K -1,924 Closed
KFA
2656
Krane Funds Advisors
New York
-$185K -1,762 Closed
FWM
2657
FFT Wealth Management
Pennsylvania
-$162K -1,547 Closed
SL
2658
Savior LLC
Massachusetts
-$125K -1,191 Closed
CP
2659
Cumberland Partners
Ontario, Canada
-$120K -1,142 Closed
HFS
2660
Horizon Financial Services
North Carolina
-$105K -1,000 Closed
PWP
2661
Personal Wealth Partners
Minnesota
-$93K -888 Closed
Q
2662
QVR
California
-$84.9K -851 Closed
TI
2663
tru Independence
Oregon
-$87K -830 Closed
PGWM
2664
Parisi Gray Wealth Management
New Jersey
-$80K -759 Closed
PWS
2665
Paragon Wealth Strategies
Florida
-$56K -534 Closed
Belvedere Trading
2666
Belvedere Trading
Illinois
-$28K -289 Closed
EAM
2667
Exos Asset Management
New York
-$27K -261 Closed
CCMW
2668
Cypress Capital Management (Wyoming)
Wyoming
-$20K -190 Closed
FIA
2669
FNY Investment Advisers
New York
-$10K -100 Closed
KFP
2670
KB Financial Partners
New Jersey
-$3K -27 Closed
AIA
2671
Arcadia Investment Advisors
Idaho
-$1.57K -15 Closed
PSIWM
2672
Paradigm Strategies in Wealth Management
Minnesota
-$2K -15 Closed
BC
2673
Barnett & Company
Tennessee
-$1K -5 Closed
RW
2674
RVW Wealth
California
+$347K +3,478 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.