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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
MS
626
Madden Securities
Texas
$6.8M +$500K +5,011 +8%
MCM
627
Mengis Capital Management
Oregon
$6.76M +$246K +2,467 +4%
MIM
628
Montgomery Investment Management
Maryland
$6.71M
CP
629
Corbenic Partners
Pennsylvania
$6.69M +$839K +8,409 +15%
GW
630
GW & Wade
Massachusetts
$6.69M +$64.8K +650 +1%
PTB
631
Pioneer Trust Bank
Oregon
$6.68M +$363K +3,635 +6%
SGAM
632
Smith Group Asset Management
Texas
$6.64M -$6.78K -68 -0.1%
CA
633
CSM Advisors
Pennsylvania
$6.6M +$69.8K +700 +1%
PCIA
634
Prime Capital Investment Advisors
Kansas
$6.57M -$2.87M -28,817 -31%
CCM
635
Crossvault Capital Management
Texas
$6.53M +$3.49K +35 +0.1%
IMRF
636
Illinois Municipal Retirement Fund
Illinois
$6.52M +$2.93M +29,382 +84%
ARMC
637
American Research & Management Company
Massachusetts
$6.52M -$44K -441 -0.7%
FWM
638
Frontier Wealth Management
Missouri
$6.51M +$1.65M +16,527 +35%
CIC
639
Carnegie Investment Counsel
Ohio
$6.51M +$262K +2,629 +4%
SHGA
640
Sand Hill Global Advisors
California
$6.48M +$322K +3,227 +5%
Wealth Enhancement Advisory Services
641
Wealth Enhancement Advisory Services
Minnesota
$6.46M +$1.28M +12,805 +29%
MPI
642
Mairs & Power Inc
Minnesota
$6.44M -$400K -4,010 -6%
NLGIA
643
Nippon Life Global Investors Americas
New York
$6.43M -$179K -1,790 -3%
CRWM
644
Castle Rock Wealth Management
California
$6.42M -$422K -4,226 -7%
PPW
645
Parcion Private Wealth
Washington
$6.39M +$64.1K +643 +1%
KPWS
646
Kestra Private Wealth Services
Texas
$6.38M +$163K +1,635 +3%
NRS
647
Neville Rodie & Shaw
New York
$6.34M -$912K -9,144 -13%
BCM
648
Birmingham Capital Management
Alabama
$6.32M -$43.4K -435 -0.7%
RMC
649
Resources Management Corp
Connecticut
$6.29M -$117K -1,170 -2%
IAA
650
Independent Advisor Alliance
North Carolina
$6.28M +$44.7K +448 +0.7%

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.