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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
RWM
1101
RKL Wealth Management
Pennsylvania
$2.28M -$69.4K -696 -3%
CG
1102
Clarus Group
Texas
$2.28M +$1.5K +15 +0.1%
CB
1103
CNB Bank
Pennsylvania
$2.26M +$150K +1,506 +7%
GFA
1104
Gifford Fong Associates
California
$2.25M
MMPW
1105
Mitchell McLeod Pugh & Williams
Alabama
$2.25M +$81K +812 +4%
FSA
1106
Franklin Street Advisors
North Carolina
$2.25M +$579K +5,800 +35%
HWA
1107
Heritage Way Advisors
Illinois
$2.23M +$92.6K +928 +4%
RMDI
1108
R.M. Davis Inc
Maine
$2.23M +$4.49K +45 +0.2%
GIP
1109
Greatmark Investment Partners
Georgia
$2.22M +$32.4K +325 +2%
BWAM
1110
Boyd Watterson Asset Management
Ohio
$2.22M +$301K +3,020 +16%
CCC
1111
Crescent Capital Consulting
Louisiana
$2.22M -$24.9K -250 -1%
SIC
1112
Salem Investment Counselors
North Carolina
$2.21M +$589K +5,905 +37%
WA
1113
Wealth Alliance
New York
$2.21M -$19.3K -193 -0.9%
OIA
1114
OneDigital Investment Advisors
Kansas
$2.21M +$299K +2,999 +16%
NSB
1115
Norway Savings Bank
Maine
$2.2M +$14K +140 +0.6%
CAM
1116
Close Asset Management
United Kingdom
$2.2M
MC
1117
Maverick Capital
Texas
$2.19M +$727K +7,287 +51%
SCP
1118
Syntal Capital Partners
Texas
$2.19M +$31.5K +316 +1%
TNA
1119
True North Advisors
Texas
$2.19M +$27.4K +275 +1%
IFG
1120
Independent Financial Group
California
$2.18M -$103K -1,036 -5%
HB
1121
Homrich & Berg
Georgia
$2.17M +$305K +3,059 +17%
EFSCE
1122
Enterprise Financial Services Corp (EFSC)
Missouri
$2.17M +$971K +9,737 +83%
WT
1123
Washington Trust
Rhode Island
$2.17M -$128K -1,284 -6%
GSC
1124
G&S Capital
Colorado
$2.17M -$1.12M -11,180 -34%
SGCA
1125
Steel Grove Capital Advisors
Tennessee
$2.16M +$169K +1,698 +9%

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.