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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
SA
1076
Strategic Advisors
New York
$2.41M +$1.35M +13,509 +132%
SW
1077
SlateStone Wealth
Florida
$2.4M +$152K +1,525 +7%
CI
1078
CX Institutional
Indiana
$2.4M +$35.7K +358 +2%
CIM
1079
Cambria Investment Management
California
$2.39M -$97K -972 -4%
HCM
1080
Hutchinson Capital Management
California
$2.38M -$15K -150 -0.6%
B
1081
Bailard
California
$2.38M
V
1082
VeraBank
Texas
$2.38M -$4.99K -50 -0.2%
HVIA
1083
Hudson Valley Investment Advisors
New York
$2.37M -$156K -1,568 -6%
ARC
1084
Advisor Resource Council
Texas
$2.35M -$594K -5,955 -20%
EBT
1085
Enterprise Bank & Trust
Massachusetts
$2.34M +$200K +2,010 +10%
MWM
1086
Mission Wealth Management
California
$2.34M -$82.6K -828 -3%
KC
1087
Kinloch Capital
Virginia
$2.33M +$183K +1,834 +9%
VNIM
1088
Vaughan Nelson Investment Management
Texas
$2.33M +$78.4K +786 +4%
MCCP
1089
Mission Creek Capital Partners
California
$2.32M -$15.8K -158 -0.7%
IC
1090
Intersect Capital
California
$2.32M +$25.5K +256 +1%
GBT
1091
Grove Bank & Trust
Florida
$2.32M +$27.4K +275 +1%
HI
1092
Hudock Inc
Pennsylvania
$2.32M +$59.8K +600 +3%
TW
1093
TrinityPoint Wealth
Connecticut
$2.32M +$193K +1,939 +9%
BMC
1094
Beaton Management Company
Massachusetts
$2.31M -$2.29K -23 -0.1%
GIM
1095
Guardian Investment Management
California
$2.31M +$8.38K +84 +0.4%
AF
1096
Arrow Financial
New York
$2.31M -$353K -3,537 -13%
PIM
1097
Penobscot Investment Management
Massachusetts
$2.3M -$15.5K -155 -0.7%
FHA
1098
Flagship Harbor Advisors
Massachusetts
$2.3M
MMA
1099
Miracle Mile Advisors
California
$2.29M +$124K +1,245 +6%
FNBOMD
1100
First National Bank of Mount Dora
Florida
$2.29M +$161K +1,619 +8%

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.