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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
KPW
526
Kore Private Wealth
New York
$9.06M -$836K -8,386 -9%
BCM
527
Brookstone Capital Management
Illinois
$9.04M +$1.28M +12,827 +18%
NAM
528
NorthCoast Asset Management
Connecticut
$9.03M +$594K +5,956 +7%
Wolverine Trading
529
Wolverine Trading
Illinois
$8.98M +$7.84M +78,574 +941%
PWP
530
Private Wealth Partners
California
$8.97M +$2.93M +29,377 +50%
CAM
531
Carret Asset Management
New York
$8.96M +$51.7K +518 +0.6%
FFBTD
532
First Financial Bank - Trust Division
Ohio
$8.95M +$1.01M +10,163 +13%
NIM
533
Northeast Investment Management
Massachusetts
$8.94M +$143K +1,433 +2%
NMIMC
534
Northwestern Mutual Investment Management Company
Wisconsin
$8.91M +$6.38K +64 +0.1%
GWM
535
Geneos Wealth Management
Colorado
$8.89M +$90.8K +910 +1%
PAM
536
Palisade Asset Management
Minnesota
$8.82M +$465K +4,662 +6%
GCAC
537
Guardian Capital Advisors (Canada)
Ontario, Canada
$8.78M -$4.49K -45 -0.1%
KFP
538
Keystone Financial Planning
Ohio
$8.75M +$95.9K +961 +1%
FF
539
Fluent Financial
Texas
$8.73M +$495K +4,964 +6%
Connor, Clark & Lunn Investment Management (CC&L)
540
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.71M -$25.7M -257,306 -75%
ECM
541
Estabrook Capital Management
New York
$8.7M -$55.4K -555 -0.6%
SB
542
Simmons Bank
Arkansas
$8.68M +$197K +1,980 +2%
HR
543
Howe & Rusling
New York
$8.66M +$30K +301 +0.4%
AIM
544
Achmea Investment Management
Netherlands
$8.65M +$275K +2,762 +3%
TBA
545
Tower Bridge Advisors
Pennsylvania
$8.6M -$1.4M -13,986 -14%
CFIA
546
Cantor Fitzgerald Investment Advisors
New York
$8.6M +$34.6K +347 +0.4%
NAMA
547
Nikko Asset Management Americas
New York
$8.59M -$651K -6,522 -7%
RCYC
548
Richard C. Young & Co
Rhode Island
$8.54M +$190K +1,900 +2%
FAB
549
First American Bank
Illinois
$8.53M +$86K +862 +1%
MCM
550
Maryland Capital Management
Maryland
$8.52M +$681K +6,829 +9%

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.