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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
AFS
1401
Aft Forsyth & Sober
Florida
$1.36M +$29.9K +300 +2%
MSU
1402
Mizuho Securities USA
New York
$1.36M -$237K -2,379 -15%
GG
1403
Gleason Group
Kentucky
$1.36M +$439K +4,400 +49%
AFP
1404
Ausdal Financial Partners
Iowa
$1.36M +$46.3K +464 +4%
CG
1405
Castellan Group
Kentucky
$1.36M +$166K +1,660 +14%
TWM
1406
TriaGen Wealth Management
California
$1.36M -$30.3K -304 -2%
MWM
1407
Minot Wealth Management
Massachusetts
$1.35M -$579K -5,804 -30%
IIC
1408
Ironwood Investment Counsel
Arizona
$1.35M +$38.4K +385 +3%
CAM
1409
Cypress Asset Management
Texas
$1.35M -$3.99K -40 -0.3%
APWA
1410
Atlas Private Wealth Advisors
New Jersey
$1.35M +$62.6K +628 +5%
CAM
1411
Costello Asset Management
Pennsylvania
$1.35M +$3.49K +35 +0.3%
HSWM
1412
Hubbell Strickland Wealth Management
Louisiana
$1.35M -$89.1K -893 -6%
FFG
1413
Fortem Financial Group
California
$1.35M +$7.28K +73 +0.6%
CWP
1414
CFM Wealth Partners
Texas
$1.34M
SCM
1415
Stevens Capital Management
Pennsylvania
$1.34M +$754K +7,555 +133%
GFPC
1416
Global Financial Private Client
Florida
$1.34M +$90.5K +907 +8%
MCAI
1417
Members Capital Advisors Inc
Wisconsin
$1.33M
PSB
1418
Piscataqua Savings Bank
New Hampshire
$1.33M -$11.9K -119 -0.9%
NDSI
1419
Newman Dignan & Sheerar Inc
Rhode Island
$1.33M +$1.1K +11 +0.1%
LIM
1420
Longfellow Investment Management
Massachusetts
$1.32M
JWM
1421
Jeppson Wealth Management
California
$1.32M +$112K +1,127 +10%
GIM
1422
Greylin Investment Management
Virginia
$1.31M +$322K +3,225 +33%
AWG
1423
Altus Wealth Group
Colorado
$1.31M -$10.8K -108 -0.8%
SAM
1424
SignalPoint Asset Management
Missouri
$1.31M +$143K +1,436 +13%
CCB
1425
Cutter & Co Brokerage
Missouri
$1.31M +$26.8K +269 +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.