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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
SG
1326
Somerset Group
Minnesota
$1.55M
NME
1327
Notis-McConarty Edward
$1.55M +$68.1K +683 +5%
CAN
1328
Claraphi Advisory Network
United States
$1.54M -$370K -3,706 -20%
DIM
1329
Delta Investment Management
California
$1.54M -$199 -2 -0%
WAM
1330
Winslow Asset Management
Ohio
$1.54M +$13.5K +135 +0.9%
CCT
1331
Chemung Canal Trust
New York
$1.54M +$39.3K +394 +3%
BCA
1332
Bay Colony Advisors
Massachusetts
$1.54M +$598 +6 +0%
CASB
1333
Cape Ann Savings Bank
Massachusetts
$1.53M +$24.9K +250 +2%
CAGAS
1334
Capital Advisory Group Advisory Services
Minnesota
$1.52M +$947K +9,492 +171%
SMC
1335
Smith, Moore & Co
Missouri
$1.52M +$41.5K +416 +3%
SWA
1336
Sutton Wealth Advisors
Florida
$1.52M +$100 +1 +0%
MCIA
1337
Mountain Capital Investment Advisors
Colorado
$1.52M -$29.4K -295 -2%
TAM
1338
Taurus Asset Management
New York
$1.52M -$180K -1,800 -11%
PAM
1339
Paradigm Asset Management
New York
$1.52M -$69.8K -700 -4%
BIM
1340
Baldwin Investment Management
Pennsylvania
$1.51M -$29.9K -300 -2%
SP
1341
Symmetry Partners
Connecticut
$1.51M
EIM
1342
Essex Investment Management
Massachusetts
$1.5M +$130K +1,300 +10%
P
1343
Pitcairn
Pennsylvania
$1.5M -$74.8K -750 -5%
CPSAC
1344
Chas P. Smith & Associates (CPS)
Florida
$1.49M -$85.5K -857 -5%
ANRIA
1345
American National Registered Investment Advisor
Texas
$1.49M -$4.59K -46 -0.3%
HKIM
1346
Hayek Kallen Investment Management
Alabama
$1.49M -$57.7K -578 -4%
LFF
1347
Level Four Financial
Texas
$1.48M -$150K -1,503 -9%
MSS
1348
Mitchell Sinkler & Starr
Pennsylvania
$1.48M
EAM
1349
Evanson Asset Management
California
$1.48M +$1.4K +14 +0.1%
HFBOT
1350
Home Federal Bank of Tennessee
Tennessee
$1.47M +$123K +1,235 +9%

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.