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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
HI
726
Harbour Investments
Wisconsin
$5.22M -$294K -2,947 -5%
ZB
727
Zions Bancorporation
Utah
$5.21M +$376K +3,770 +8%
EWA
728
Exencial Wealth Advisors
Oklahoma
$5.2M +$51.9K +520 +1%
IIM
729
Ipswich Investment Management
Massachusetts
$5.17M -$97.7K -980 -2%
IF
730
Insight Folios
North Carolina
$5.17M +$836K +8,384 +20%
MFG
731
Monte Financial Group
Connecticut
$5.16M +$135K +1,352 +3%
CCM
732
Cohen Capital Management
California
$5.15M
IWA
733
IBEX Wealth Advisors
New Jersey
$5.13M +$5.05M +50,595 New
SWM
734
Spire Wealth Management
Virginia
$5.12M +$70.1K +703 +1%
FCH
735
Freestone Capital Holdings
Washington
$5.11M +$790K +7,918 +19%
MCM
736
Murphy Capital Management
New Jersey
$5.1M -$21.7K -218 -0.4%
FHB
737
First Hawaiian Bank
Hawaii
$5.09M +$364K +3,645 +8%
HT
738
HighTower Trust
Texas
$5.09M +$17.2K +172 +0.3%
SPC
739
Sigma Planning Corp
Michigan
$5.09M -$2.89K -29 -0.1%
AP
740
Americana Partners
Texas
$5.09M +$2.5M +25,060 +100%
MC
741
Miramar Capital
Illinois
$5.07M +$315K +3,160 +7%
GLLW
742
Graves Light Lenhart Wealth
Virginia
$5.06M -$4.79K -48 -0.1%
KRSITF
743
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.05M -$51.2K -513 -1%
HSA
744
HBK Sorce Advisory
Pennsylvania
$5.02M +$32.7K +328 +0.7%
GVAG
745
Great Valley Advisor Group
Delaware
$4.98M +$1.77M +17,766 +57%
EAM
746
Erste Asset Management
Austria
$4.96M -$116K -1,164 -2%
FC
747
FORA Capital
Florida
$4.92M +$4.84M +48,532 New
TNBTD
748
Trustmark National Bank Trust Department
Mississippi
$4.88M +$99.7K +1,000 +2%
FNBT
749
FineMark National Bank & Trust
Florida
$4.86M -$81.2K -814 -2%
PWW
750
Pettyjohn Wood & White
Virginia
$4.86M +$147K +1,475 +3%

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.