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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
UFG
1176
United Fire Group
Iowa
$2.03M
CFMC
1177
Curbstone Financial Management Corp
New Hampshire
$2.02M +$31.1K +312 +2%
CI
1178
Conning Inc
Connecticut
$2.02M -$314K -3,149 -14%
PFSC
1179
Peoples Financial Services Corp
Pennsylvania
$2M -$78K -782 -4%
PCA
1180
Providence Capital Advisors
North Carolina
$2M +$160K +1,608 +9%
GIA
1181
GHP Investment Advisors
Colorado
$2M -$167K -1,674 -8%
MPCG
1182
Matrix Private Capital Group
New York
$2M +$4.29K +43 +0.2%
NC
1183
NewSquare Capital
Pennsylvania
$2M +$62.4K +626 +3%
LCM
1184
LVM Capital Management
Michigan
$2M -$30.1K -302 -2%
AI
1185
ArchPoint Investors
Florida
$1.99M -$20.9K -210 -1%
RWM
1186
Ritholtz Wealth Management
New York
$1.99M +$76.2K +764 +4%
KMWM
1187
Keudell/Morrison Wealth Management
Oregon
$1.98M +$33.9K +340 +2%
GRP
1188
Global Retirement Partners
California
$1.98M +$270K +2,702 +16%
RCM
1189
RB Capital Management
Nevada
$1.98M -$9.28K -93 -0.5%
CT
1190
Columbia Trust
Oregon
$1.98M +$107K +1,074 +6%
BBI
1191
Baxter Bros Inc
Connecticut
$1.97M -$219K -2,199 -10%
WSCM
1192
Wellington Shields Capital Management
New York
$1.97M -$1.39M -13,915 -42%
MYLI
1193
Meiji Yasuda Life Insurance
Japan
$1.97M -$40.9K -410 -2%
LWANC
1194
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.97M +$40K +401 +2%
CWM
1195
Chesapeake Wealth Management
Virginia
$1.96M -$132K -1,322 -6%
VNA
1196
Valley National Advisers
Pennsylvania
$1.96M -$5.99K -60 -0.3%
SSA
1197
South Street Advisors
New York
$1.96M
MGIA
1198
Moneta Group Investment Advisors
Missouri
$1.96M +$47.1K +472 +3%
AA
1199
Argent Advisors
Louisiana
$1.96M +$51.6K +517 +3%
CHAM
1200
Clear Harbor Asset Management
Connecticut
$1.96M -$156K -1,563 -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.