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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
PHAM
426
Pacific Heights Asset Management
California
$12.7M
Cetera Investment Advisers
427
Cetera Investment Advisers
Illinois
$12.7M +$497K +4,980 +4%
IIM
428
Intact Investment Management
Quebec, Canada
$12.4M +$429K +4,300 +4%
Jones Financial Companies
429
Jones Financial Companies
Missouri
$12.4M -$670K -6,720 -5%
TU
430
TDAM USA
Ontario, Canada
$12.3M -$151K -1,509 -1%
Pacer Advisors
431
Pacer Advisors
Pennsylvania
$12.3M -$304K -3,048 -2%
SOAMC
432
Spirit of America Management Corp
New York
$12.2M
LSERS
433
Louisiana State Employees Retirement System
Louisiana
$12.2M +$79.8K +800 +0.7%
ZCM
434
Ziegler Capital Management
Illinois
$12.2M -$3.41M -34,187 -22%
EWM
435
Evercore Wealth Management
New York
$12.1M +$265K +2,654 +2%
NA
436
NewEdge Advisors
Louisiana
$12.1M +$3.06M +30,718 +35%
H
437
HoyleCohen
California
$12.1M +$31.9K +320 +0.3%
SDIC
438
South Dakota Investment Council
South Dakota
$12M -$2.97M -29,740 -20%
PA
439
Pinnacle Associates
New York
$11.9M +$164K +1,646 +1%
Group One Trading
440
Group One Trading
Illinois
$11.9M +$11.7M +117,471 New
JIR
441
James Investment Research
Ohio
$11.8M +$1.03M +10,335 +10%
FA
442
FDx Advisors
Illinois
$11.8M +$844K +8,460 +8%
FMII
443
Farmers & Merchants Investments Inc
Nebraska
$11.8M -$442K -4,427 -4%
BPA
444
Beacon Pointe Advisors
California
$11.8M +$1.59M +15,936 +16%
AAM
445
AR Asset Management
California
$11.7M -$20.9K -210 -0.2%
KCM
446
Kanawha Capital Management
Virginia
$11.7M +$589K +5,903 +5%
Bank Julius Baer & Co
447
Bank Julius Baer & Co
Switzerland
$11.5M -$621K -6,230 -5%
SW
448
SteelPeak Wealth
California
$11.4M +$1.01M +10,144 +10%
LCM
449
Laurion Capital Management
New York
$11.3M -$11M -110,473 -50%
KRS
450
Kentucky Retirement Systems
Kentucky
$11.3M -$115K -1,148 -1%

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.