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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
RIA
351
RPG Investment Advisory
California
$18.2M +$12.2K +122 +0.1%
Thrivent Financial for Lutherans
352
Thrivent Financial for Lutherans
Minnesota
$18.2M -$221K -2,213 -1%
HIMC
353
Heritage Investors Management Corp
Maryland
$18.1M +$80.7K +809 +0.5%
DCM
354
Donaldson Capital Management
Indiana
$18M +$427K +4,279 +2%
CTB
355
Country Trust Bank
Illinois
$18M -$468K -4,692 -3%
Brown Advisory
356
Brown Advisory
Maryland
$17.8M +$119K +1,191 +0.7%
SDJVC
357
St. Denis J. Villere & Co
Louisiana
$17.7M +$140K +1,405 +0.8%
FMLI
358
Fukoku Mutual Life Insurance
Japan
$17.6M +$86.8K +870 +0.5%
UBV
359
United Bank (Virginia)
Virginia
$17.3M +$141K +1,413 +0.8%
TA
360
TruWealth Advisors
Louisiana
$17.3M +$1.27M +12,734 +8%
Mercer Global Advisors
361
Mercer Global Advisors
Colorado
$17.3M +$1.62M +16,251 +11%
FBA
362
Front Barnett Associates
Illinois
$17.1M -$80.7K -809 -0.5%
ABC
363
Associated Banc-Corp
Wisconsin
$17M -$14.6K -146 -0.1%
X
364
Xponance
Pennsylvania
$16.9M -$958K -9,604 -5%
CA
365
CapWealth Advisors
Tennessee
$16.7M +$700K +7,016 +4%
SPIA
366
Steward Partners Investment Advisory
New York
$16.7M -$1.4M -14,049 -8%
ATC
367
Argent Trust Co
Tennessee
$16.6M +$540K +5,413 +3%
OPERF
368
Oregon Public Employees Retirement Fund
Oregon
$16.4M
SAM
369
Securian Asset Management
Minnesota
$16.4M -$163K -1,630 -1%
HW
370
Hancock Whitney
Mississippi
$16.3M +$90K +902 +0.6%
WBC
371
Westpac Banking Corp
Australia
$16.2M -$1.21M -12,181 -7%
ELI
372
Empire Life Investments
Ontario, Canada
$16.1M +$2.4M +24,092 +18%
Daiwa Securities Group
373
Daiwa Securities Group
Japan
$16.1M +$855K +8,577 +6%
ACM
374
Argent Capital Management
Missouri
$16M -$43.2K -433 -0.3%
FNT
375
First National Trust
Pennsylvania
$16M +$102K +1,020 +0.7%

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.