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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
RG
551
Retirement Group
California
$8.48M +$1.17M +11,768 +16%
VAS
552
Vestmark Advisory Solutions
Massachusetts
$8.46M +$611K +6,124 +8%
BU
553
BBVA USA
Alabama
$8.45M -$199K -2,000 -2%
AIP
554
Ameritas Investment Partners
Nebraska
$8.44M +$232K +2,330 +3%
BCM
555
Buckhead Capital Management
Georgia
$8.44M +$651K +6,525 +9%
OAM
556
Oak Asset Management
California
$8.37M -$125K -1,254 -2%
SCA
557
Stonebridge Capital Advisors
Minnesota
$8.35M -$5.93M -59,418 -42%
FPCM
558
Financial Partners Capital Management
New York
$8.34M +$503K +5,042 +7%
CAM
559
Congress Asset Management
Massachusetts
$8.33M +$119K +1,190 +1%
GF
560
Goodman Financial
Texas
$8.31M +$417K +4,180 +5%
CIA
561
CCM Investment Advisers
South Carolina
$8.31M +$600K +6,018 +8%
MBTD
562
Mechanics Bank - Trust Department
California
$8.28M -$150K -1,505 -2%
Arrowstreet Capital
563
Arrowstreet Capital
Massachusetts
$8.25M +$8.11M +81,300 New
GHAM
564
Gilman Hill Asset Management
Connecticut
$8.24M +$372K +3,734 +5%
QI
565
QV Investors
Alberta, Canada
$8.23M
RWM
566
Refined Wealth Management
Utah
$8.17M +$69.1K +693 +0.9%
EGA
567
Eagle Global Advisors
Texas
$8.15M +$160K +1,603 +2%
RBA
568
Richard Bernstein Advisors
New York
$8.11M +$448K +4,495 +6%
CIS
569
Capital International Sarl
California
$8.09M -$354K -3,554 -4%
WIC
570
Woodmont Investment Counsel
Tennessee
$7.98M +$791K +7,928 +11%
HWM
571
Holloway Wealth Management
Florida
$7.97M
MDCM
572
Morgan Dempsey Capital Management
Wisconsin
$7.94M -$408K -4,087 -5%
CVM
573
Cheviot Value Management
California
$7.89M +$668K +6,694 +9%
SW
574
SVB Wealth
Massachusetts
$7.88M +$255K +2,559 +3%
HFS
575
Hantz Financial Services
Michigan
$7.84M +$1.11M +11,121 +17%

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.