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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
HWAM
701
Hennion & Walsh Asset Management
New Jersey
$5.53M +$281K +2,819 +5%
SWP
702
Stratos Wealth Partners
Ohio
$5.5M +$365K +3,662 +7%
TCM
703
Twin Capital Management
Pennsylvania
$5.49M -$2.04M -20,482 -27%
FMC
704
First Merchants Corp
Indiana
$5.49M -$30.5K -306 -0.6%
DAS
705
Dynamic Advisor Solutions
Arizona
$5.48M -$95.7K -959 -2%
SC
706
Sepio Capital
Utah
$5.47M +$155K +1,549 +3%
VF
707
Vest Financial
Virginia
$5.46M +$1.38M +13,858 +35%
FNFDCM
708
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.46M -$89.9K -901 -2%
CNBTD
709
Citizens National Bank Trust Department
Mississippi
$5.45M -$19.4K -195 -0.4%
VWA
710
Visionary Wealth Advisors
Illinois
$5.43M +$1.27M +12,752 +31%
AF
711
Allworth Financial
California
$5.42M +$776K +7,784 +17%
MCP
712
Martin Capital Partners
Oregon
$5.41M +$27.3K +274 +0.5%
FAIM
713
Financial Advocates Investment Management
Washington
$5.41M +$1.25M +12,574 +31%
CWM
714
Calamos Wealth Management
Illinois
$5.4M -$34K -341 -0.6%
OCM
715
One Capital Management
California
$5.39M -$64.4K -646 -1%
TCOT
716
Trust Company of Toledo
Ohio
$5.37M -$81.3K -815 -2%
CCC
717
Chelsea Counsel Company
California
$5.36M +$4.49K +45 +0.1%
SCM
718
Stonebridge Capital Management
California
$5.34M +$124K +1,240 +2%
SAMC
719
Spectrum Asset Management (California)
California
$5.32M -$98.1K -984 -2%
HC
720
Hourglass Capital
Texas
$5.3M -$785K -7,872 -13%
VVP
721
Venture Visionary Partners
Ohio
$5.29M +$1.43M +14,368 +38%
HC
722
Hendley & Co
Ohio
$5.26M +$1.5K +15 +0%
HT
723
Heritage Trust
Oklahoma
$5.25M -$60K -602 -1%
EP
724
Eudaimonia Partners
Tennessee
$5.25M +$592K +5,932 +13%
CCFCSB
725
Cape Cod Five Cents Savings Bank
Massachusetts
$5.24M +$279K +2,795 +6%

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.