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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
LCP
1001
Legacy Capital Partners
Wisconsin
$2.79M +$158K +1,582 +6%
BCM
1002
Brookmont Capital Management
Texas
$2.78M +$32.9K +330 +1%
OPCM
1003
Osborne Partners Capital Management
California
$2.78M -$176K -1,768 -6%
SAM
1004
Strategy Asset Managers
California
$2.77M +$536K +5,378 +24%
OCM
1005
Orleans Capital Management
Louisiana
$2.76M +$66.8K +670 +3%
BCB
1006
Brian C. Broderick
$2.76M -$100 -1 -0%
BFEC
1007
Benjamin F. Edwards & Company
Missouri
$2.75M -$106K -1,065 -4%
Koshinski Asset Management
1008
Koshinski Asset Management
Illinois
$2.74M +$1.36M +13,612 +101%
TBNY
1009
Trustco Bank (New York)
New York
$2.74M +$9.97K +100 +0.4%
1WA
1010
180 Wealth Advisors
Washington
$2.73M -$33.8K -339 -1%
SSA
1011
Schonfeld Strategic Advisors
New York
$2.73M +$681K +6,830 +34%
MIM
1012
MTM Investment Management
South Carolina
$2.73M -$339K -3,394 -11%
SCA
1013
Sippican Capital Advisors
Massachusetts
$2.73M +$29.4K +295 +1%
PAM
1014
Pegasus Asset Management
New York
$2.73M +$214K +2,143 +9%
JWCA
1015
J.W. Cole Advisors
Florida
$2.73M +$85.5K +857 +3%
BCM
1016
Boltwood Capital Management
California
$2.72M -$44.4K -445 -2%
HI
1017
Horizon Investments
North Carolina
$2.72M -$556K -5,573 -17%
CCM
1018
Coerente Capital Management
Ontario, Canada
$2.71M -$598 -6 -0%
WFI
1019
West Family Investments
California
$2.71M -$302K -3,024 -10%
BMM
1020
Buffington Mohr McNeal
Idaho
$2.7M +$161K +1,619 +6%
SIM
1021
Sonora Investment Management
Arizona
$2.69M +$430K +4,308 +19%
PDN
1022
Pensionfund DSM Netherlands
Netherlands
$2.69M +$2.64M +26,500 New
EF
1023
Exeter Financial
Arizona
$2.69M +$33.4K +335 +1%
WAM
1024
Weatherly Asset Management
California
$2.68M -$49.1K -492 -2%
GCP
1025
GSA Capital Partners
United Kingdom
$2.67M +$2.63M +26,355 New

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.