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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
TRCT
451
Tower Research Capital (TRC)
New York
$11.3M -$6.4M -64,187 -37%
CCM
452
Channing Capital Management
Illinois
$11.3M -$32.5K -326 -0.3%
V
453
Veritable
Delaware
$11.2M +$202K +2,024 +2%
Cerity Partners
454
Cerity Partners
New York
$11.2M +$254K +2,543 +2%
Wealthfront Advisers
455
Wealthfront Advisers
California
$11.2M +$1.73M +17,383 +19%
CCT
456
Country Club Trust
Missouri
$11.2M -$166K -1,668 -2%
RG
457
Rathbones Group
United Kingdom
$11.2M +$694K +6,954 +7%
HPC
458
HM Payson & Co
Maine
$11.2M -$83.6K -838 -0.8%
NIP
459
Nicholas Investment Partners
California
$11.2M
CIC
460
Canal Insurance Company
South Carolina
$11.1M +$1.99M +20,000 +22%
ACP
461
Ashfield Capital Partners
California
$11M +$10.5K +105 +0.1%
TI
462
Tidal Investments
Wisconsin
$11M +$1.91M +19,164 +21%
BHWM
463
Bar Harbor Wealth Management
New Hampshire
$10.9M +$80.1K +803 +0.8%
GJIC
464
Gamble Jones Investment Counsel
California
$10.8M +$284K +2,845 +3%
ACM
465
Arosa Capital Management
Florida
$10.7M +$10.5M +105,000 New
RAM
466
Redmond Asset Management
Virginia
$10.6M -$23.4K -235 -0.2%
DWM
467
Dakota Wealth Management
Florida
$10.6M -$3.44M -34,510 -25%
SC
468
Scotia Capital
Ontario, Canada
$10.6M -$5.6M -56,187 -35%
TPCW
469
TD Private Client Wealth
New York
$10.6M +$308K +3,090 +3%
PAM
470
Private Asset Management
California
$10.5M +$358K +3,588 +4%
CA
471
Callahan Advisors
Texas
$10.5M +$511K +5,126 +5%
NC
472
Nicholas Company
Wisconsin
$10.5M +$1.76M +17,645 +20%
SCM
473
Shelton Capital Management
Colorado
$10.5M -$71.9K -721 -0.7%
CA
474
Crewe Advisors
Utah
$10.5M +$169K +1,699 +2%
WJWM
475
Williams Jones Wealth Management
New York
$10.5M -$284K -2,852 -3%

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.