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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
CAM
576
Cresset Asset Management
Illinois
$7.84M +$492K +4,933 +7%
BOTW
577
Bank of the West
California
$7.82M +$175K +1,750 +2%
WAM
578
World Asset Management
Michigan
$7.81M -$177K -1,771 -2%
DA
579
Duality Advisers
Florida
$7.79M +$2.2M +22,041 +40%
CAC
580
Core Alternative Capital
Georgia
$7.78M +$1.07M +10,730 +16%
GAM
581
Griffin Asset Management
New York
$7.76M -$109K -1,094 -1%
DBT
582
Dubuque Bank & Trust
Iowa
$7.76M +$526K +5,273 +7%
AWCI
583
Alpine Woods Capital Investors
New York
$7.73M +$7.6M +76,189 New
XF
584
XML Financial
Maryland
$7.7M +$3.03M +30,360 +67%
SAA
585
Southeast Asset Advisors
Georgia
$7.66M +$277K +2,782 +4%
LSA
586
Leonteq Securities AG
Switzerland
$7.64M +$4.15M +41,613 +123%
EWA
587
EP Wealth Advisors
California
$7.64M -$72.5K -727 -1%
IUHSA
588
Itau Unibanco Holding S.A.
Brazil
$7.61M -$6.28M -63,000 -46%
SCM
589
SKBA Capital Management
California
$7.59M
RC
590
RegentAtlantic Capital
New Jersey
$7.55M -$18.2K -182 -0.2%
SWM
591
Stockman Wealth Management
Montana
$7.51M +$395K +3,965 +6%
SC
592
SouthState Corp
Florida
$7.44M +$408K +4,086 +6%
BC
593
Bartlett & Co
Ohio
$7.4M -$383K -3,843 -5%
BCWM
594
Bartlett & Co Wealth Management
Ohio
$7.4M -$383K -3,843 -5%
Nomura Holdings
595
Nomura Holdings
Japan
$7.35M +$5.45M +54,631 +344%
VCA
596
Verdence Capital Advisors
Maryland
$7.35M +$157K +1,571 +2%
DT
597
Diversified Trust
Tennessee
$7.35M +$1.13M +11,332 +19%
SGI
598
Summit Global Investments
Utah
$7.33M +$5.04M +50,484 +232%
QIM
599
Quantitative Investment Management
Virginia
$7.3M +$7.18M +71,995 New
FPCG
600
Fort Pitt Capital Group
Pennsylvania
$7.26M +$646K +6,476 +10%

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.