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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
CAL
751
Capital Analysts LLC
Pennsylvania
$4.84M -$20.3K -204 -0.4%
1SB
752
1ST Source Bank
Indiana
$4.83M +$197K +1,972 +4%
HA
753
Hamel Associates
New Jersey
$4.83M -$22.4K -225 -0.5%
KFS
754
Kurt F. Somerville
$4.82M -$10.8K -108 -0.2%
CCMT
755
CMT Capital Markets Trading
Germany
$4.82M +$1.43M +14,358 +45%
RB
756
Rodgers Brothers
Pennsylvania
$4.79M -$19.9K -200 -0.4%
BHWA
757
Beacon Harbor Wealth Advisors
Virginia
$4.79M +$126K +1,261 +3%
BRWA
758
B. Riley Wealth Advisors
Florida
$4.79M +$456K +4,571 +11%
HEIP
759
Hudson Edge Investment Partners
New Jersey
$4.78M -$132K -1,320 -3%
MWA
760
Meridian Wealth Advisors
Texas
$4.78M -$2.03M -20,349 -30%
FIM
761
Fruth Investment Management
Texas
$4.77M -$28.1K -282 -0.6%
AAMA
762
Advanced Asset Management Advisors
Ohio
$4.75M -$5.49K -55 -0.1%
BSW
763
Buckingham Strategic Wealth
Missouri
$4.74M +$82.4K +826 +2%
CCP
764
Cunning Capital Partners
North Carolina
$4.74M
MA
765
Montag & Associates
Georgia
$4.74M -$82.2K -824 -2%
AWE
766
Avidian Wealth Enterprises
Texas
$4.71M +$497K +4,978 +12%
CCMD
767
Cypress Capital Management (Delaware)
Delaware
$4.7M
SS
768
Sunbelt Securities
Texas
$4.69M
ACM
769
AlphaStar Capital Management
North Carolina
$4.68M +$3.17M +31,822 +316%
OLA
770
Oliver Luxxe Assets
New Jersey
$4.67M +$282K +2,826 +7%
VFA
771
Valeo Financial Advisors
Indiana
$4.67M +$1.01M +10,115 +28%
FMBTD
772
First Midwest Bank Trust Division
Illinois
$4.67M -$210K -2,105 -4%
APSI
773
Asset Planning Services Inc
Louisiana
$4.65M +$74.8K +750 +2%
LA
774
Lynch & Associates
Indiana
$4.64M +$40.6K +407 +0.9%
CM
775
Capula Management
Cayman Islands
$4.64M -$370K -3,714 -8%

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.