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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
CAAS
1251
Capital Asset Advisory Services
Michigan
$1.78M +$88.3K +885 +5%
NSIM
1252
North Star Investment Management
Illinois
$1.78M +$47.4K +475 +3%
BA
1253
Bennicas & Associates
California
$1.78M -$12.7K -127 -0.7%
SIM
1254
Sentry Investment Management
Wisconsin
$1.78M -$44.9K -450 -3%
EW
1255
Element Wealth
Mississippi
$1.77M -$59.8K -600 -3%
WPW
1256
Waldron Private Wealth
Pennsylvania
$1.77M +$187K +1,875 +12%
LOIM
1257
Liberty One Investment Management
Illinois
$1.77M +$77.2K +774 +5%
BHIA
1258
Birch Hill Investment Advisors
Massachusetts
$1.76M -$21.7K -218 -1%
EI
1259
EDMP Inc
Florida
$1.75M -$63K -632 -4%
KIG
1260
Kessler Investment Group
Indiana
$1.75M +$49.2K +493 +3%
PL
1261
Parthenon LLC
Kentucky
$1.75M -$156K -1,565 -8%
GT
1262
Greenleaf Trust
Michigan
$1.75M +$35.9K +360 +2%
CAG
1263
Csenge Advisory Group
Florida
$1.75M -$33.6K -337 -2%
BB
1264
Berkshire Bank
Massachusetts
$1.73M +$56K +561 +3%
FAM
1265
Formidable Asset Management
Ohio
$1.73M -$684K -6,858 -29%
BHBT
1266
Burke & Herbert Bank & Trust
Virginia
$1.72M -$6.28K -63 -0.4%
GCC
1267
Guardian Capital (Canada)
Ontario, Canada
$1.72M +$289K +2,900 +21%
BBNA
1268
Bremer Bank National Association
Minnesota
$1.72M -$95.9K -961 -5%
WA
1269
WealthTrust Axiom
Pennsylvania
$1.71M -$41K -411 -2%
LTI
1270
Laffer Tengler Investments
Tennessee
$1.7M -$163K -1,637 -9%
SAI
1271
Systematic Alpha Investments
New Jersey
$1.7M
KS
1272
Karpas Strategies
Connecticut
$1.69M +$2.39K +24 +0.2%
ATC
1273
Adirondack Trust Company
New York
$1.69M +$30.9K +310 +2%
FFA
1274
Founders Financial Alliance
North Carolina
$1.69M +$66.2K +664 +4%
CPIG
1275
Chicago Partners Investment Group
Illinois
$1.69M +$72.4K +726 +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.