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Chevron

2,898 hedge funds and large institutions have $152B invested in Chevron in 2021 Q4 according to their latest regulatory filings, with 445 funds opening new positions, 1,257 increasing their positions, 924 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more first-time investments, than exits

New positions opened: 445 | Existing positions closed: 82

44% more funds holding in top 10

Funds holding in top 10: 6391 (+28)

36% more repeat investments, than reductions

Existing positions increased: 1,257 | Existing positions reduced: 924

13% more funds holding

Funds holding: 2,5712,898 (+327)

1.12% more ownership

Funds ownership: 66.2%67.32% (+1.1%)

12% less capital invested

Capital invested by funds: $172B → $152B (-$20B)

16% less call options, than puts

Call options by funds: $2.79B | Put options by funds: $3.34B

Holders
2,898
Holders Change
+327
Holders Change %
+12.72%
% of All Funds
44.59%
Holding in Top 10
91
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+44.44%
% of All Funds
1.4%
New
445
Increased
1,257
Reduced
924
Closed
82
Calls
$2.79B
Puts
$3.34B
Net Calls
-$550M
Net Calls Change
-$328M
Name Holding Trade Value Shares
Change
Change in
Stake
TLFA
2726
True Link Financial Advisors
California
$171K +$162K +1,428 +4,760%
RWA
2727
RGT Wealth Advisors
Texas
$168K +$163K +1,433 New
AAMU
2728
AEGON Asset Management (UK)
United Kingdom
$167K
TC
2729
Trust Company
Kansas
$166K +$33.2K +292 +26%
AHIA
2730
Andrew Hill Investment Advisors
Florida
$166K +$161K +1,416 New
EAM
2731
Eukles Asset Management
Ohio
$165K +$16.6K +146 +12%
C
2732
Covestor
United Kingdom
$165K +$160K +1,409 New
TCWM
2733
Total Clarity Wealth Management
Illinois
$164K +$122K +1,072 +326%
SSC
2734
Syverson Strege & Co
Iowa
$163K +$4.2K +37 +3%
MIFH
2735
Migdal Insurance & Financial Holdings
Israel
$161K +$6.93K +61 +5%
TF
2736
TimeScale Financial
Massachusetts
$156K +$5.22K +46 +4%
RCM
2737
Regency Capital Management
Hawaii
$155K -$38.7K -341 -20%
LPP
2738
Life Planning Partners
Florida
$150K +$146K +1,284 New
CT
2739
Clearstead Trust
Maine
$148K
TAM
2740
Tucker Asset Management
Colorado
$147K +$27.4K +241 +24%
SWM
2741
Selective Wealth Management
Virginia
$146K +$10.7K +94 +8%
IFA
2742
Interactive Financial Advisors
Illinois
$145K
WR
2743
WD Rutherford
Oregon
$144K
CFG
2744
CKW Financial Group
Hawaii
$140K +$114 +1 +0.1%
LJHT
2745
Laurie J. Hall Trustee
$138K -$11.4K -100 -8%
BA
2746
Bivin & Associates
Oklahoma
$138K +$134K +1,178 New
AA
2747
AlphaMark Advisors
Kentucky
$135K +$11.1K +98 +9%
PP
2748
PFS Partners
New Jersey
$133K +$129K +1,137 New
CCA
2749
Column Capital Advisors
Indiana
$131K +$682 +6 +0.5%
AWM
2750
Activest Wealth Management
Florida
$130K +$101K +890 +405%

CVX Hedge Fund Activity: Q4 2021 in Review

2,898 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q4 2021, worth a combined $152B — down 12% from $172B a quarter earlier.

Buyers outnumbered sellers: 445 funds opened new CVX positions and 82 closed out — a net gain of 363 holders — while 1,257 added to existing stakes and 924 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $1.08B. The largest seller was Massachusetts Financial Services, cutting an estimated $508M.

  • 2,898 institutional investors held Chevron (CVX) as of Q4 2021, up from 2,571 in Q3 2021.
  • Funds reported $152B of Chevron stock for Q4 2021, down 12% quarter-over-quarter.
  • 445 funds opened new Chevron positions in Q4 2021 and 82 closed out, a net change of +363 holders.
  • The largest Chevron buyer in Q4 2021 was Berkshire Hathaway, an estimated $1.08B added.
  • The largest Chevron seller in Q4 2021 was Massachusetts Financial Services, an estimated $508M sold.

Based on aggregated 13F filings for Q4 2021.