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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
HCM
376
Howland Capital Management
Massachusetts
$15.9M +$51.7K +518 +0.3%
Mirae Asset Global Investments
377
Mirae Asset Global Investments
South Korea
$15.9M +$1.26M +12,590 +9%
CGH
378
Crossmark Global Holdings
Texas
$15.9M +$86.4K +866 +0.6%
CIC
379
Crawford Investment Counsel
Georgia
$15.9M +$454K +4,552 +3%
VV
380
Verity & Verity
South Carolina
$15.9M +$350K +3,506 +3%
FFH
381
Fairfax Financial Holdings
Ontario, Canada
$15.8M
PFPT
382
Pinnacle Financial Partners (Tennessee)
Tennessee
$15.8M +$604K +6,051 +4%
BCI
383
Brinker Capital Investments
Pennsylvania
$15.7M -$14.2K -142 -0.1%
MNBTD
384
Moody National Bank Trust Division
Texas
$15.6M -$91K -912 -0.6%
WCM
385
Wedge Capital Management
North Carolina
$15.6M -$629K -6,311 -4%
AHB
386
Abner Herrman & Brock
New Jersey
$15.5M +$205K +2,051 +1%
TC
387
TownSquare Capital
Utah
$15.4M +$845K +8,474 +6%
Los Angeles Capital Management
388
Los Angeles Capital Management
California
$15.1M -$35.1M -352,295 -70%
MSRPS
389
Maryland State Retirement & Pension System
Maryland
$15.1M
SSWM
390
Smith Salley Wealth Management
North Carolina
$15.1M +$74.5K +747 +0.5%
BPCE
391
Bank Pictet & Cie (Europe)
Germany
$15M +$222K +2,222 +2%
BCM
392
BTR Capital Management
California
$14.5M +$730K +7,315 +5%
ACM
393
Azimuth Capital Management
Michigan
$14.4M +$534K +5,349 +4%
ANI
394
American National Insurance
Texas
$14.4M -$13.5K -135 -0.1%
LBC
395
Lowe Brockenbrough & Co
Virginia
$14.2M +$56K +561 +0.4%
WP
396
WealthPLAN Partners
Nebraska
$14.1M +$1.96M +19,674 +20%
BWM
397
Buckley Wealth Management
Nevada
$14M +$1.37M +13,770 +11%
AIS
398
American Investment Services
Massachusetts
$14M +$1.4M +14,001 +11%
HCMT
399
Highland Capital Management (Tennessee)
Tennessee
$13.8M -$94K -942 -0.7%
AAS
400
Avantax Advisory Services
Texas
$13.7M +$735K +7,373 +6%

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.