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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
GAM
1301
Gotham Asset Management
New York
$1.62M +$794K +7,961 +99%
AR
1302
Advisory Research
Illinois
$1.61M
SG
1303
StoneX Group
New York
$1.61M -$1.7K -17 -0.1%
AW
1304
ACG Wealth
Georgia
$1.61M +$86.2K +864 +6%
ACG
1305
Allen Capital Group
Nebraska
$1.61M -$162K -1,624 -9%
HKAM
1306
Horizon Kinetics Asset Management
New York
$1.61M -$58.6K -588 -4%
AWMT
1307
AAFMAA Wealth Management & Trust
North Carolina
$1.61M +$138K +1,382 +10%
NHC
1308
Nicholas Hoffman & Company
Georgia
$1.61M -$61.9K -621 -4%
DIP
1309
DT Investment Partners
Pennsylvania
$1.6M +$61.5K +617 +4%
SCP
1310
Silverleafe Capital Partners
Tennessee
$1.6M -$401K -4,023 -20%
FCFC
1311
First Commonwealth Financial Corp
Pennsylvania
$1.59M +$105K +1,054 +7%
LOAMS
1312
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.59M +$265K +2,652 +19%
WA1
1313
Wimmer Associates 1
California
$1.58M +$97.9K +982 +7%
PH
1314
Pinnacle Holdings
Oklahoma
$1.58M +$5.39K +54 +0.3%
OPA
1315
Old Port Advisors
Maine
$1.58M +$148K +1,487 +11%
IAS
1316
IMA Advisory Services
Colorado
$1.57M -$2.69K -27 -0.2%
GCM
1317
Glaxis Capital Management
Florida
$1.57M +$1.55M +15,500 New
MIP
1318
Marietta Investment Partners
Wisconsin
$1.57M -$30.1K -302 -2%
ODCM
1319
Old Dominion Capital Management
Virginia
$1.57M +$20.2K +203 +1%
MCWS
1320
McKinley Carter Wealth Services
West Virginia
$1.57M -$51.3K -514 -3%
BWM
1321
BerganKDV Wealth Management
Minnesota
$1.57M -$17.6K -176 -1%
AIP
1322
Ahrens Investment Partners
Louisiana
$1.56M -$172K -1,722 -10%
OSNBOA
1323
Old Second National Bank of Aurora
Illinois
$1.56M +$16.2K +162 +1%
CGL
1324
Clarius Group LLC
Washington
$1.56M +$44K +441 +3%
FIA
1325
Foundations Investment Advisors
Arizona
$1.55M +$836K +8,379 +133%

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.