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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
BTW
501
Boston Trust Walden
Massachusetts
$9.82M -$5.5M -55,157 -36%
MIA
502
MainStreet Investment Advisors
Illinois
$9.73M -$295K -2,953 -3%
Cohen & Steers
503
Cohen & Steers
New York
$9.72M -$6.17M -61,894 -39%
B
504
Brightworth
Georgia
$9.66M +$347K +3,481 +4%
PAM
505
Premier Asset Management
Illinois
$9.62M +$9.46M +94,822 New
DWM
506
Doyle Wealth Management
Florida
$9.6M +$161K +1,618 +2%
AUB
507
Atlantic Union Bankshares
Virginia
$9.59M +$100K +1,003 +1%
HTHT
508
Hemenway Trust Hemenway Trust
New Hampshire
$9.56M +$218K +2,189 +2%
TCM
509
Tufton Capital Management
Maryland
$9.55M -$27.1K -272 -0.3%
EIP
510
Easterly Investment Partners
Massachusetts
$9.53M -$9.23M -92,509 -50%
MIAN
511
Mariner Independent Advisor Network
Kansas
$9.46M +$494K +4,954 +6%
AAA
512
Adams Asset Advisors
Texas
$9.43M +$99K +993 +1%
TSW
513
Thompson Siegel & Walmsley
Virginia
$9.37M +$1.7M +16,994 +23%
OCM
514
Osterweis Capital Management
California
$9.37M -$8.88K -89 -0.1%
HAI
515
Hennessy Advisors Inc
California
$9.32M -$185K -1,850 -2%
QT
516
Quantbot Technologies
New York
$9.32M +$9.16M +91,865 New
BFIM
517
Beese Fulmer Investment Management
Ohio
$9.27M +$37.6K +377 +0.4%
MC
518
Moors & Cabot
Massachusetts
$9.26M +$194K +1,944 +2%
UAS
519
United Asset Strategies
New York
$9.26M +$688K +6,899 +8%
AC
520
Alley Company
Illinois
$9.15M +$212K +2,125 +2%
SCA
521
Spearhead Capital Advisors
Florida
$9.15M +$507K +5,086 +6%
FBB
522
Fulton Breakefield Broenniman
Maryland
$9.14M -$41.2K -413 -0.5%
SBWIC
523
Schaper Benz & Wise Investment Counsel
Wisconsin
$9.11M +$1.44M +14,427 +19%
M
524
MOTCO
Texas
$9.09M -$1.39M -13,895 -13%
AAM
525
Autus Asset Management
Arizona
$9.06M +$486K +4,873 +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.