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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
GCM
1226
Gables Capital Management
Florida
$1.85M +$16K +160 +0.9%
PI
1227
Pettee Investors
Connecticut
$1.85M +$3.69K +37 +0.2%
IAS
1228
Investment Advisory Services
Texas
$1.85M +$11K +110 +0.6%
AIM
1229
Acropolis Investment Management
Missouri
$1.85M +$73.7K +739 +4%
PG
1230
Patten Group
Tennessee
$1.84M +$499 +5 +0%
SIC
1231
Sigma Investment Counselors
Michigan
$1.84M +$253K +2,533 +16%
RIM
1232
Regent Investment Management
Kentucky
$1.84M +$7.98K +80 +0.4%
CM
1233
CoreCommodity Management
Connecticut
$1.84M +$1.45M +14,559 +407%
AWM
1234
Avior Wealth Management
Nebraska
$1.84M -$17.8K -178 -1%
PBC
1235
Pavion Blue Capital
California
$1.84M +$111K +1,112 +7%
CM
1236
Castleark Management
Illinois
$1.83M -$1.26M -12,675 -41%
CA
1237
CastleArk Alternatives
Illinois
$1.83M +$1.8M +18,080 New
SFWA
1238
Summit Financial Wealth Advisors
Louisiana
$1.83M +$24.9K +250 +1%
RCAG
1239
Rehmann Capital Advisory Group
Michigan
$1.83M -$65.2K -654 -3%
OPS
1240
Orion Portfolio Solutions
Nebraska
$1.82M +$423K +4,239 +31%
FUBT
1241
First United Bank & Trust
Maryland
$1.82M -$5.88K -59 -0.3%
MAM
1242
Morse Asset Management
Connecticut
$1.82M +$10.6K +106 +0.6%
AFG
1243
Albion Financial Group
Utah
$1.82M +$383K +3,841 +27%
FG
1244
Fiduciary Group
Georgia
$1.81M -$40.3K -404 -2%
MHIC
1245
Marble Harbor Investment Counsel
Massachusetts
$1.81M -$1.68M -16,852 -49%
LC
1246
LCNB Corp
Ohio
$1.81M -$68.9K -691 -4%
IA
1247
IFG Advisory
Georgia
$1.8M -$5.09K -51 -0.3%
MCM
1248
Monarch Capital Management
Indiana
$1.79M -$5.49K -55 -0.3%
HVP
1249
Hudson Value Partners
Florida
$1.79M +$38.4K +385 +2%
CA
1250
Continuum Advisory
Idaho
$1.79M -$8.98K -90 -0.5%

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.