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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
MKC
1526
M. Kraus & Co
Vermont
$1.1M -$1.7K -17 -0.2%
FA
1527
Fagan Associates
New York
$1.1M +$45.5K +456 +4%
FSCM
1528
Front Street Capital Management
Montana
$1.09M +$51.7K +518 +5%
TCPWM
1529
Traverso Chambers Private Wealth Management
California
$1.09M +$11.3K +113 +1%
MMG
1530
Monetary Management Group
Missouri
$1.09M +$93.6K +938 +10%
AW
1531
Alaethes Wealth
Nevada
$1.09M +$196K +1,965 +22%
JIC
1532
Joel Isaacson & Co
New York
$1.09M +$11.8K +118 +1%
CCWA
1533
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.09M -$5.79K -58 -0.5%
WPA
1534
West Paces Advisors
Georgia
$1.08M +$76.8K +770 +8%
PFO
1535
Pathstone Family Office
New Jersey
$1.08M +$115K +1,151 +12%
NSAM
1536
North Star Asset Management
Wisconsin
$1.08M -$41.8K -419 -4%
MIM
1537
Marco Investment Management
Georgia
$1.07M -$23.9K -240 -2%
WAAG
1538
Wealth Alliance Advisory Group
Kansas
$1.07M +$26K +261 +3%
NB
1539
Nicolet Bankshares
Wisconsin
$1.07M +$26.8K +269 +3%
BFIC
1540
Bedell Frazier Investment Counselling
California
$1.07M +$135K +1,350 +15%
BCA
1541
Biltmore Capital Advisors
New Jersey
$1.07M -$6.28K -63 -0.6%
NP
1542
NorthRock Partners
Minnesota
$1.07M +$200K +2,005 +24%
LNB
1543
Ledyard National Bank
$1.07M -$94.8K -950 -8%
DBRC
1544
D.B. Root & Company
Pennsylvania
$1.06M +$53.8K +539 +5%
HWA
1545
Heritage Wealth Advisors
Virginia
$1.06M -$24.2K -243 -2%
TWM
1546
Titus Wealth Management
California
$1.06M +$92.3K +925 +10%
EN1L
1547
Engine No 1 LLC
California
$1.06M +$425K +4,257 +69%
WCM
1548
Weik Capital Management
Pennsylvania
$1.06M +$231K +2,315 +29%
Financial Engines Advisors
1549
Financial Engines Advisors
California
$1.05M +$90.2K +904 +10%
WGAM
1550
Wilkinson Global Asset Management
New York
$1.05M -$10.5K -105 -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.