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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
HCM
1426
Highlander Capital Management
New Jersey
$1.3M -$32.9K -330 -3%
WMP
1427
Wealth Management Partners
Arizona
$1.3M -$38.4K -385 -3%
WA
1428
Waddell & Associates
Tennessee
$1.3M +$515K +5,166 +67%
CB
1429
Cadence Bank
Mississippi
$1.3M -$81.6K -818 -6%
AWA
1430
Arkadios Wealth Advisors
Georgia
$1.3M -$104K -1,044 -8%
B
1431
Bellecapital
Switzerland
$1.3M +$49.9K +500 +4%
NEIRG
1432
New England Investment & Retirement Group
Massachusetts
$1.3M +$43.9K +440 +4%
QI
1433
Qtron Investments
Massachusetts
$1.29M +$300K +3,011 +31%
ATWA
1434
Arbor Trust Wealth Advisors
Michigan
$1.29M -$13.7K -137 -1%
4WM
1435
44 Wealth Management
Oregon
$1.29M -$16.7K -167 -1%
GLA
1436
Good Life Advisors
Pennsylvania
$1.28M +$109K +1,097 +9%
ABTD
1437
Arvest Bank Trust Division
Oklahoma
$1.28M +$40K +401 +3%
HIM
1438
Harbour Investment Management
Washington
$1.28M
SFG
1439
SevenBridge Financial Group
Pennsylvania
$1.28M +$155K +1,551 +14%
GC
1440
Gratus Capital
Georgia
$1.27M -$138K -1,380 -10%
CA
1441
Calton & Associates
Florida
$1.27M +$436K +4,368 +33%
FFS
1442
Founders Financial Securities
Maryland
$1.27M +$70.1K +703 +6%
PP
1443
Patron Partners
Texas
$1.27M +$55.5K +556 +5%
SB
1444
Sunflower Bank
Texas
$1.27M -$233K -2,339 -16%
AIMCA
1445
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.27M
CMTU
1446
Capital Markets Trading (UK)
United Kingdom
$1.27M +$1.22M +12,249 New
CL
1447
CPWM LLC
Washington
$1.26M -$10.8K -108 -0.9%
FPCP
1448
Fort Point Capital Partners
California
$1.26M +$101K +1,014 +9%
CIA
1449
Choate Investment Advisors
Massachusetts
$1.26M -$93.8K -940 -7%
WA
1450
WBH Advisory
Maryland
$1.26M -$1.7K -17 -0.1%

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.