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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
CIA
1476
Cascade Investment Advisors
Oregon
$1.2M +$9.48K +95 +0.8%
CA
1477
Capital Advantage
California
$1.2M -$10.4K -104 -0.9%
OQS
1478
Occudo Quantitative Strategies
Florida
$1.2M +$1.18M +11,846 New
AFS
1479
Access Financial Services
Minnesota
$1.2M -$127K -1,275 -10%
OBWG
1480
Onyx Bridge Wealth Group
New York
$1.2M +$142K +1,422 +15%
MWM
1481
Madison Wealth Management
Ohio
$1.2M +$16.5K +165 +1%
SC
1482
Sawyer & Company
Massachusetts
$1.19M +$110K +1,100 +10%
CC
1483
Corsicana & Co
Texas
$1.19M -$15K -150 -1%
WPP
1484
Whalerock Point Partners
Rhode Island
$1.19M +$151K +1,515 +15%
RPSA
1485
Richard P. Slaughter Associates
Texas
$1.19M +$177K +1,773 +18%
MMHP
1486
Murphy Middleton Hinkle & Parker
Georgia
$1.19M -$997 -10 -0.1%
CCM
1487
Coldstream Capital Management
Washington
$1.19M -$3.24M -32,532 -66%
JSL
1488
JT Stratford LLC
Georgia
$1.18M +$11.2K +112 +1%
EOCM
1489
Energy Opportunities Capital Management
Texas
$1.18M
DBIA
1490
Dumont & Blake Investment Advisors
New Jersey
$1.17M -$11K -110 -0.9%
SAM
1491
Smithbridge Asset Management
Pennsylvania
$1.17M
NC
1492
NovaPoint Capital
Georgia
$1.17M -$224K -2,242 -16%
SWM
1493
Segment Wealth Management
Texas
$1.17M -$88.5K -887 -7%
BC
1494
Blackhill Capital
New Jersey
$1.17M
VST
1495
Van Strum & Towne
California
$1.17M
AWM
1496
Aries Wealth Management
Maine
$1.17M +$2.99K +30 +0.3%
PTP
1497
Platform Technology Partners
New York
$1.17M -$149K -1,489 -11%
RCA
1498
Ranch Capital Advisors
Florida
$1.16M +$31.1K +312 +3%
LNWTC
1499
Laird Norton Wetherby Trust Company
Washington
$1.16M +$173K +1,732 +18%
GPA
1500
Garrison Point Advisors
California
$1.15M -$25.9K -260 -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.