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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
GCIG
951
Grand Central Investment Group
Florida
$3.05M -$274K -2,750 -8%
MWM
952
Mattern Wealth Management
Kansas
$3.04M -$16.4K -164 -0.5%
CCA
953
Cobblestone Capital Advisors
New York
$3.04M +$52.1K +522 +2%
GCM
954
Granby Capital Management
Florida
$3.04M +$997K +10,000 +50%
LIA
955
LS Investment Advisors
Michigan
$3.04M +$59.3K +595 +2%
IEFM
956
IQ EQ Fund Management
Ireland
$3.04M -$6.88K -69 -0.2%
JC
957
Jacobs & Co
California
$3.04M -$9.97K -100 -0.3%
SNT
958
Security National Trust
West Virginia
$3.04M
VPIM
959
Vanguard Personalized Indexing Management
California
$3.04M +$19.7K +198 +0.7%
DWT
960
Dorsey & Whitney Trust
South Dakota
$3.03M -$55K -551 -2%
MYAM
961
Meiji Yasuda Asset Management
Japan
$3.01M +$48.6K +487 +2%
IC
962
Inscription Capital
Texas
$3.01M -$1.56M -15,621 -35%
SVWAG
963
Sound View Wealth Advisors Group
Georgia
$3.01M -$122K -1,221 -4%
LSV Asset Management
964
LSV Asset Management
Illinois
$3M +$1.15M +11,500 +64%
APP
965
Avantax Planning Partners
Iowa
$2.98M +$265K +2,655 +10%
Lido Advisors
966
Lido Advisors
California
$2.98M -$2.62M -26,298 -47%
PCFFS
967
Pacific Center for Financial Services
California
$2.97M +$3.99K +40 +0.1%
FM
968
Foster & Motley
Ohio
$2.96M -$1.5M -15,002 -34%
HL
969
HeadInvest LLC
Maine
$2.94M +$42.9K +430 +2%
TS
970
Third Security
Virginia
$2.94M
PWLP
971
Prio Wealth Limited Partnership
Massachusetts
$2.94M -$34.9K -350 -1%
AIA
972
Affinity Investment Advisors
California
$2.94M -$4.99K -50 -0.2%
PBO
973
Peoples Bank (Ohio)
Ohio
$2.94M -$1.2K -12 -0%
IAN
974
Integrated Advisors Network
Texas
$2.93M +$66.4K +666 +2%
MWM
975
Meridian Wealth Management
Kentucky
$2.93M -$544K -5,451 -16%

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.