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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
DSC
1151
Duncker Streett & Co
Missouri
$2.08M -$786K -7,885 -28%
DMBA
1152
Deseret Mutual Benefit Administrators
Utah
$2.08M -$564K -5,658 -22%
CCA
1153
Checchi Capital Advisers
California
$2.08M -$30.5K -306 -1%
TSS
1154
Two Sigma Securities
New York
$2.08M +$2.04M +20,475 New
FCA
1155
FLC Capital Advisors
California
$2.07M +$258K +2,586 +14%
ST
1156
Smithfield Trust
Pennsylvania
$2.07M +$19.2K +192 +0.9%
WSTAM
1157
Wilbanks Smith & Thomas Asset Management
Virginia
$2.07M +$37.5K +376 +2%
RVM
1158
Robinson Value Management
Texas
$2.07M +$20.2K +203 +1%
RCIM
1159
Red Cedar Investment Management
Michigan
$2.07M +$726K +7,276 +56%
EL
1160
EMFO LLC
Florida
$2.07M +$222K +2,230 +12%
EWM
1161
Empirical Wealth Management
Washington
$2.06M -$293K -2,941 -13%
DPIM
1162
Duff & Phelps Investment Management
Illinois
$2.06M -$43.6K -437 -2%
EM
1163
Excalibur Management
Massachusetts
$2.06M +$102K +1,021 +5%
VWM
1164
Venturi Wealth Management
Texas
$2.06M -$299K -3,000 -13%
FCIM
1165
Fairview Capital Investment Management
California
$2.05M +$4.19K +42 +0.2%
RC
1166
Roundview Capital
New Jersey
$2.05M +$63.5K +637 +3%
BP
1167
BBR Partners
New York
$2.05M -$30K -301 -1%
TC
1168
Telemus Capital
Michigan
$2.05M +$66.3K +665 +3%
BOS
1169
Bank of Stockton
California
$2.05M -$153K -1,535 -7%
BIM
1170
Bridgecreek Investment Management
Oklahoma
$2.04M
DI
1171
Diligent Investors
California
$2.04M
SS
1172
Simplicity Solutions
Minnesota
$2.04M +$145K +1,449 +8%
MFG
1173
MidWestOne Financial Group
Iowa
$2.04M -$15.5K -155 -0.8%
ASA
1174
Armstrong Shaw Associates
Connecticut
$2.04M +$46.6K +467 +2%
WGA
1175
Weather Gauge Advisory
Virginia
$2.03M -$24.8K -249 -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.