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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
APA
776
American Portfolios Advisors
New York
$4.62M -$1.12M -11,253 -20%
ECM
777
EagleClaw Capital Management
Massachusetts
$4.61M +$744K +7,455 +20%
MJP
778
Michael J. Puzo
$4.6M +$155K +1,550 +4%
TI
779
Trexquant Investment
Connecticut
$4.6M +$3.03M +30,404 +204%
PA
780
Parallel Advisors
California
$4.59M -$74.6K -748 -2%
PWM
781
Perigon Wealth Management
California
$4.58M +$54.7K +548 +1%
PSP
782
Principal Street Partners
Tennessee
$4.57M -$193K -1,934 -4%
FMTC
783
Farmers & Merchants Trust Company
California
$4.55M +$48.3K +484 +1%
SCI
784
S&CO Inc
Massachusetts
$4.53M -$210K -2,108 -5%
CRC
785
Curi RMB Capital
Illinois
$4.52M -$35.1K -352 -0.8%
KWM
786
Kanen Wealth Management
Florida
$4.51M -$1.49M -14,902 -25%
CK
787
Cohen Klingenstein
New York
$4.5M -$56.7K -568 -1%
TMAM
788
Tokio Marine Asset Management
Japan
$4.5M +$147K +1,470 +3%
MP
789
McDonald Partners
Ohio
$4.48M +$686K +6,874 +18%
LRPA
790
L. Roy Papp & Associates
Arizona
$4.46M -$973K -9,759 -18%
TPWA
791
TRUE Private Wealth Advisors
Oregon
$4.46M +$40.4K +405 +0.9%
IC
792
IEQ Capital
California
$4.42M +$72.4K +726 +2%
CLOS
793
Compagnie Lombard Odier SCmA
Switzerland
$4.41M +$122K +1,220 +3%
CANC
794
Culbertson A N & Co
Virginia
$4.39M +$212K +2,128 +5%
RP
795
Rowlandmiller & Partners
Georgia
$4.38M +$236K +2,365 +5%
LIM
796
Leavell Investment Management
Alabama
$4.38M -$502K -5,028 -10%
CT
797
Chicago Trust
Illinois
$4.37M +$216K +2,163 +5%
PWP
798
Principle Wealth Partners
Connecticut
$4.34M +$49.9K +500 +1%
GC
799
Grimes & Company
Massachusetts
$4.33M +$153K +1,536 +4%
SSB
800
Sandy Spring Bank
Maryland
$4.33M -$320K -3,204 -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.