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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
TI
1376
Truehand Inc
New Hampshire
$1.42M -$120K -1,200 -8%
ST
1377
Somerset Trust
Pennsylvania
$1.42M +$21.4K +215 +2%
NIM
1378
Nexus Investment Management
Ontario, Canada
$1.42M +$89.8K +900 +7%
BA
1379
Bristlecone Advisors
Washington
$1.42M -$9.97K -100 -0.7%
GA
1380
GFS Advisors
Texas
$1.41M
DA
1381
Doliver Advisors
Texas
$1.41M +$154K +1,545 +12%
RMAM
1382
Raab & Moskowitz Asset Management
New Jersey
$1.41M -$63.1K -633 -4%
AWM
1383
Apollon Wealth Management
South Carolina
$1.41M +$659K +6,610 +91%
ABP
1384
Arthur B. Page
$1.41M -$15.5K -155 -1%
QPWM
1385
Quadrant Private Wealth Management
Pennsylvania
$1.4M +$115K +1,151 +9%
GC
1386
Garde Capital
Washington
$1.4M -$15.6K -156 -1%
FWP
1387
FAS Wealth Partners
Kansas
$1.4M +$186K +1,866 +16%
HIA
1388
Harbor Investment Advisory
Maryland
$1.39M +$46.4K +465 +4%
GWCM
1389
Godshalk Welsh Capital Management
Pennsylvania
$1.39M -$9.97K -100 -0.7%
CWA
1390
Clearview Wealth Advisors
Oregon
$1.39M +$65.9K +661 +5%
ST
1391
Spinnaker Trust
Maine
$1.39M -$2.49K -25 -0.2%
CCM
1392
Chilton Capital Management
Texas
$1.39M -$4.79K -48 -0.3%
NCM
1393
Neumann Capital Management
California
$1.39M -$74.8K -750 -5%
EHWM
1394
Eads & Heald Wealth Management
Georgia
$1.38M -$24.4K -245 -2%
SIAG
1395
Signet Investment Advisory Group
Rhode Island
$1.38M +$138K +1,387 +11%
GQG Partners
1396
GQG Partners
Florida
$1.37M -$2.23M -22,326 -62%
BTWM
1397
Baker Tilly Wealth Management
Wisconsin
$1.37M -$291K -2,916 -18%
HIC
1398
Harvey Investment Company
Kentucky
$1.37M -$29.9K -300 -2%
MMM
1399
Mendel Money Management
Illinois
$1.36M -$67.2K -674 -5%
WSC
1400
Wellington Shields & Co
New York
$1.36M -$25.2K -253 -2%

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.