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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
GWM
1051
GSB Wealth Management
Connecticut
$2.55M -$624K -6,255 -20%
FLPIM
1052
F.L. Putnam Investment Management
Massachusetts
$2.55M +$134K +1,343 +6%
NGA
1053
Naples Global Advisors
Florida
$2.54M +$164K +1,643 +7%
KFBMI
1054
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.54M
GPCM
1055
Granite Point Capital Management
Massachusetts
$2.54M +$2.49M +25,000 New
MA
1056
MYDA Advisors
New York
$2.54M +$2.49M +25,000 New
AIM
1057
Anchor Investment Management
South Carolina
$2.51M +$141K +1,409 +6%
SIA
1058
Soltis Investment Advisors
Utah
$2.5M +$139K +1,391 +6%
SFA
1059
Sequoia Financial Advisors
Ohio
$2.49M -$8.22M -82,411 -77%
WIC
1060
Whitegate Investment Counselors
New Hampshire
$2.49M +$130K +1,306 +6%
WC
1061
Woodstock Corp
Massachusetts
$2.48M +$64.3K +645 +3%
WOC
1062
West Oak Capital
California
$2.47M +$59.8K +600 +3%
GIP
1063
Granite Investment Partners
California
$2.47M +$62.5K +627 +3%
CWM
1064
Cornerstone Wealth Management
Missouri
$2.46M +$227K +2,271 +10%
FQ
1065
First Quadrant
California
$2.46M
BSB
1066
Bangor Savings Bank
Maine
$2.46M +$425K +4,259 +21%
FAM
1067
Fred Alger Management
New York
$2.45M +$67.9K +681 +3%
BOCM
1068
Bontempo Ohly Capital Management
Maryland
$2.45M -$17.7K -177 -0.7%
BWA
1069
BDO Wealth Advisors
Florida
$2.45M -$123K -1,232 -5%
RC
1070
Reik & Co
New York
$2.44M
EF
1071
Empirical Finance
Pennsylvania
$2.44M +$139K +1,390 +6%
ACA
1072
Aptus Capital Advisors
Alabama
$2.42M -$1.65M -16,512 -41%
CA
1073
Commerzbank Aktiengesellschaft
Germany
$2.42M +$2.38M +23,900 New
EFS
1074
Essex Financial Services
Connecticut
$2.42M +$424K +4,254 +22%
RWM
1075
Rench Wealth Management
Texas
$2.42M +$6.78K +68 +0.3%

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.