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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
CNFG
1501
Creegan & Nassoura Financial Group
New Hampshire
$1.15M
SAM
1502
Sabadell Asset Management
Spain
$1.15M +$68.7K +689 +6%
SFS
1503
Strategic Financial Services
New York
$1.15M -$381K -3,823 -25%
ECA
1504
Elevated Capital Advisors
Utah
$1.15M +$1.13M +11,312 New
BMWM
1505
Brown Miller Wealth Management
Virginia
$1.15M -$19.6K -196 -2%
BL
1506
Balentine LLC
Georgia
$1.15M +$397K +3,980 +54%
SIAP
1507
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.14M -$49.7K -498 -4%
SAM
1508
Sawgrass Asset Management
Florida
$1.14M -$348K -3,486 -24%
DAM
1509
Deltec Asset Management
New York
$1.14M -$15K -150 -1%
QCG
1510
Quadrant Capital Group
Ohio
$1.13M -$16.2K -162 -1%
ICM
1511
IMS Capital Management
Oregon
$1.13M -$189K -1,897 -15%
SB
1512
Strategic Blueprint
Georgia
$1.13M +$417K +4,182 +60%
MAA
1513
Mraz Amerine & Associates
California
$1.13M
HIC
1514
Holderness Investments Company
North Carolina
$1.12M -$7.78K -78 -0.7%
BFG
1515
Beacon Financial Group
Texas
$1.12M +$446K +4,476 +42%
MG
1516
Mather Group
Illinois
$1.11M +$307K +3,077 +39%
CSPIA
1517
Cary Street Partners Investment Advisory
Virginia
$1.11M +$104K +1,044 +11%
PB
1518
Pinnacle Bancorp
Nebraska
$1.11M -$3.99K -40 -0.4%
AWA
1519
Arete Wealth Advisors
Illinois
$1.11M +$104K +1,045 +11%
IAIM
1520
International Assets Investment Management
Florida
$1.11M +$312K +3,124 +40%
PMA
1521
Prudent Man Advisors
Illinois
$1.11M -$4.69K -47 -0.4%
SDAM
1522
Shulman DeMeo Asset Management
New York
$1.1M +$1.09M +10,891 New
WI
1523
WrapManager Inc
California
$1.1M -$9.78K -98 -0.9%
GAMC
1524
Garner Asset Management Corp
Texas
$1.1M +$144K +1,443 +15%
9WM
1525
9258 Wealth Management
Ohio
$1.1M +$31.7K +318 +3%

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.