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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
AAS
676
Annex Advisory Services
Wisconsin
$5.87M +$288K +2,886 +5%
CT
677
Caldwell Trust
Florida
$5.85M +$253K +2,536 +5%
TCOV
678
Trust Company of Vermont
Vermont
$5.83M -$505K -5,061 -8%
WAS
679
Wealth Advisory Solutions
Indiana
$5.83M +$3.56M +35,700 +164%
AAM
680
Azzad Asset Management
Virginia
$5.81M +$231K +2,316 +4%
ANBT
681
American National Bank & Trust
Texas
$5.79M -$44.5K -446 -0.8%
FFA
682
First Foundation Advisors
California
$5.76M +$550K +5,518 +11%
CC
683
Courier Capital
New York
$5.76M -$86K -862 -1%
CAMG
684
CWA Asset Management Group
Florida
$5.73M +$4.92M +49,349 +689%
S
685
Surevest
California
$5.72M +$364K +3,652 +7%
NCM
686
Novare Capital Management
North Carolina
$5.71M +$136K +1,362 +2%
ISB
687
Iowa State Bank
Iowa
$5.71M +$194K +1,949 +4%
BWL
688
Bogart Wealth LLC
Virginia
$5.71M +$353K +3,543 +7%
ECU
689
Eisler Capital (UK)
United Kingdom
$5.7M +$5.61M +56,214 New
CNC
690
Canandaigua National Corp
New York
$5.69M +$251K +2,512 +5%
GIM
691
Grassi Investment Management
California
$5.68M
SFO
692
Stokes Family Office
Louisiana
$5.67M +$42.3K +424 +0.8%
PP
693
Patten & Patten
Tennessee
$5.65M -$31.1K -312 -0.6%
AMI
694
Amica Mutual Insurance
Rhode Island
$5.64M -$3.86M -38,697 -41%
AIP
695
ARS Investment Partners
New York
$5.62M +$5.31M +53,207 +2,415%
BFS
696
Bard Financial Services
Connecticut
$5.61M +$12.5K +125 +0.2%
PFS
697
Prospera Financial Services
Texas
$5.6M -$10.4K -104 -0.2%
PAS
698
Park Avenue Securities
New York
$5.54M +$328K +3,291 +6%
NEAM
699
New England Asset Management
Connecticut
$5.54M -$144K -1,441 -3%
IRF
700
IBM Retirement Fund
New York
$5.54M +$10.6K +106 +0.2%

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.