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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
MC
1126
Middleton & Co
Massachusetts
$2.15M -$311K -3,115 -13%
CCFM
1127
Clear Creek Financial Management
Washington
$2.15M +$179K +1,797 +9%
LFAS
1128
Level Four Advisory Services
Texas
$2.15M +$199K +1,998 +10%
RE
1129
RBC Europe
United Kingdom
$2.14M +$92.4K +926 +5%
CIAS
1130
Capital Investment Advisory Services
North Carolina
$2.14M +$36.9K +370 +2%
SCP
1131
Sandhill Capital Partners
New York
$2.14M +$171K +1,717 +9%
BONH
1132
Bank of New Hampshire
New Hampshire
$2.14M
TYCC
1133
Texas Yale Capital Corp
Florida
$2.14M -$613K -6,142 -23%
Barrow, Hanley, Mewhinney & Strauss
1134
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.13M +$389K +3,899 +23%
IBOK
1135
Independence Bank of Kentucky
Kentucky
$2.13M +$2.99K +30 +0.1%
LC
1136
Lavaca Capital
Texas
$2.13M +$16.7K +167 +0.8%
WFG
1137
Wills Financial Group
Virginia
$2.13M +$552K +5,533 +36%
ADL
1138
Asset Dedication LLC
California
$2.13M +$52.5K +526 +3%
CHJWM
1139
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.13M +$64.5K +647 +4%
RA
1140
RFG Advisory
Alabama
$2.12M +$264K +2,651 +15%
PGIM
1141
Pacific Global Investment Management
California
$2.1M -$167K -1,675 -7%
SLG
1142
Stanley-Laman Group
Pennsylvania
$2.1M +$193K +1,933 +10%
HGWM
1143
Horst & Graben Wealth Management
Oregon
$2.1M -$31K -311 -1%
CIA
1144
Cohen Investment Advisors
New Hampshire
$2.1M +$35K +351 +2%
ISWM
1145
Independent Solutions Wealth Management
New York
$2.1M +$62.9K +631 +3%
HA
1146
Herold Advisors
New York
$2.1M +$2.06M +20,670 New
MIAS
1147
Mason Investment Advisory Services
Virginia
$2.09M
SAM
1148
Selway Asset Management
$2.09M +$27.4K +275 +1%
WA
1149
WP Advisors
California
$2.09M +$101K +1,017 +5%
DWA
1150
Douglass Winthrop Advisors
New York
$2.09M -$728K -7,299 -26%

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.