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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
MCM
1026
McMillion Capital Management
North Carolina
$2.67M +$31.2K +313 +1%
MOS
1027
MGO One Seven
Ohio
$2.66M +$16.9K +169 +0.7%
WB
1028
Webster Bank
Connecticut
$2.66M -$201K -2,016 -7%
CF
1029
Centaurus Financial
California
$2.66M -$1.7K -17 -0.1%
PA
1030
Procyon Advisors
Connecticut
$2.66M +$228K +2,290 +10%
CCG
1031
Cypress Capital Group
Florida
$2.66M +$1.1K +11 +0%
SCP
1032
Shorepoint Capital Partners
Massachusetts
$2.65M +$2.61M +26,169 New
PCTC
1033
Perkins Coie Trust Company
Washington
$2.65M -$21.4K -215 -0.8%
IWN
1034
Independent Wealth Network
Iowa
$2.65M +$2.34M +23,427 New
MCM
1035
Mitchell Capital Management
Kansas
$2.65M +$1.34M +13,418 +106%
KLWA
1036
Kelly Lawrence W & Associates
California
$2.64M
MCM
1037
Marathon Capital Management
Maryland
$2.64M +$276K +2,768 +12%
VFM
1038
Viking Fund Management
North Dakota
$2.64M +$99.7K +1,000 +4%
BL
1039
BFSG LLC
California
$2.62M +$14.5K +145 +0.6%
WTB
1040
Washington Trust Bank
Washington
$2.61M +$611K +6,121 +31%
CS
1041
Comerica Securities
Michigan
$2.6M +$68.9K +691 +3%
PLFAM
1042
Pineno Levin & Ford Asset Management
Virginia
$2.6M +$47.9K +480 +2%
FMW
1043
Farr Miller & Washington
District of Columbia
$2.59M -$36.5K -366 -1%
BBWA
1044
Bell & Brown Wealth Advisors
California
$2.58M +$2.54M +25,457 New
NL
1045
NWAM LLC
Washington
$2.57M -$70.8K -710 -3%
MJB
1046
Mark J. Bradley
$2.56M +$58.4K +585 +2%
NAM
1047
NTV Asset Management
West Virginia
$2.56M +$200K +2,005 +9%
RHDIC
1048
R.H. Dinel Investment Counsel
California
$2.56M
IWC
1049
Integrated Wealth Concepts
Massachusetts
$2.56M +$342K +3,427 +16%
WPC
1050
White Pine Capital
Minnesota
$2.55M -$24.9K -250 -1%

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.