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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
AB
976
Atlas Brown
Kentucky
$2.92M +$7.98K +80 +0.3%
SCM
977
Schnieders Capital Management
California
$2.92M -$2.79K -28 -0.1%
EH
978
Equitable Holdings
New York
$2.91M +$68.8K +690 +2%
BFA
979
Benedict Financial Advisors
Georgia
$2.91M -$41.5K -416 -1%
CIA
980
Covington Investment Advisors
Pennsylvania
$2.9M +$422K +4,230 +17%
MSAM
981
Moloney Securities Asset Management
Missouri
$2.9M -$613K -6,148 -18%
PFM
982
Parsec Financial Management
North Carolina
$2.9M -$1.07M -10,773 -30%
SN
983
Sittner & Nelson
Oregon
$2.9M -$70.2K -704 -2%
CFGS
984
Concourse Financial Group Securities
Alabama
$2.9M +$211K +2,117 +8%
VI
985
Vestcor Inc
New Brunswick, Canada
$2.89M -$382K -3,834 -12%
C
986
Certuity
Florida
$2.89M +$803K +8,051 +39%
FSA
987
Fort Sheridan Advisors
Illinois
$2.88M +$42.3K +424 +2%
TCA
988
Tortoise Capital Advisors
Kansas
$2.86M -$493K -4,946 -15%
WP
989
WealthSource Partners
California
$2.85M +$32.9K +330 +1%
HBT
990
Hills Bank & Trust
Iowa
$2.85M -$24K -241 -0.9%
SCM
991
Salem Capital Management
Massachusetts
$2.84M +$1.09M +10,900 +64%
RCA
992
Resonant Capital Advisors
Wisconsin
$2.83M +$385K +3,858 +16%
HCM
993
Hodges Capital Management
Texas
$2.82M +$1.17M +11,762 +73%
RWA
994
Ropes Wealth Advisors
Massachusetts
$2.82M -$221K -2,211 -7%
BO
995
Bank OZK
Arkansas
$2.82M -$13.2K -132 -0.5%
HBWM
996
Hollow Brook Wealth Management
New York
$2.81M -$35K -351 -1%
FBT
997
First Bankers Trust
Kentucky
$2.81M -$283K -2,840 -9%
CW
998
CreativeOne Wealth
Kansas
$2.81M +$39.9K +400 +1%
AAM
999
Auxier Asset Management
Oregon
$2.79M
Tudor Investment Corp
1000
Tudor Investment Corp
Connecticut
$2.79M -$13.1M -131,611 -83%

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.