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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
CFA
1451
Cahill Financial Advisors
Minnesota
$1.26M +$97.8K +981 +9%
PCWA
1452
Pacific Capital Wealth Advisors
California
$1.26M -$11.8K -118 -0.9%
NB
1453
Northwest Bancshares
Pennsylvania
$1.26M +$65.4K +656 +6%
BO
1454
BRR OpCo
Ohio
$1.25M
CPWA
1455
Cerro Pacific Wealth Advisors
California
$1.25M -$390K -3,910 -24%
ATPW
1456
Ashton Thomas Private Wealth
Arizona
$1.25M +$159K +1,599 +15%
MJRIC
1457
Mogy Joel R Investment Counsel
California
$1.25M
GTCM
1458
Gyon Technologies Capital Management
New Jersey
$1.25M +$382K +3,833 +45%
JFGIW
1459
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.25M -$544K -5,455 -31%
CMO
1460
Covenant Multifamily Offices
Texas
$1.24M -$18.3K -183 -2%
SFA
1461
Souders Financial Advisors
Ohio
$1.24M +$145K +1,454 +14%
MFP
1462
Meridian Financial Partners
Virginia
$1.23M +$55.9K +560 +5%
CWAG
1463
Compton Wealth Advisory Group
Virginia
$1.23M +$15.3K +153 +1%
PCA
1464
Private Capital Advisors
Connecticut
$1.23M -$140K -1,408 -10%
CAC
1465
Certified Advisory Corp
Florida
$1.23M -$73.7K -739 -6%
TCMP
1466
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.23M +$174K +1,743 +17%
FAN
1467
Financial Advisors Network
California
$1.22M +$68.3K +685 +7%
JAM
1468
Jupiter Asset Management
United Kingdom
$1.22M +$514K +5,150 +75%
FSA
1469
Financial Sense Advisors
California
$1.22M +$439K +4,403 +58%
SACTSONJ
1470
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.22M
CG
1471
Caprock Group
Idaho
$1.21M -$53.7K -538 -4%
SFG
1472
Summit Financial Group
West Virginia
$1.21M
BIC
1473
Beach Investment Counsel
Pennsylvania
$1.21M
QCM
1474
Quest Capital Management
Texas
$1.21M -$629K -6,302 -35%
CT
1475
Coastline Trust
Rhode Island
$1.21M -$8.48K -85 -0.7%

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.