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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
AIM
1551
Aspen Investment Management
Michigan
$1.05M -$661K -6,623 -39%
CCM
1552
Cox Capital Management
Massachusetts
$1.05M +$54.3K +544 +6%
WQ
1553
Wealth Quarterback
New Jersey
$1.05M +$852K +8,543 +79%
CPO
1554
Cerity Partners OCIO
New York
$1.04M +$20.2K +203 +2%
CWM
1555
Cedar Wealth Management
California
$1.04M +$31.5K +316 +3%
OFG
1556
Oxford Financial Group
Indiana
$1.04M -$86.7K -869 -8%
FFG
1557
Ford Financial Group
California
$1.04M -$46.7K -468 -4%
DAM
1558
Delta Asset Management
Tennessee
$1.04M -$105K -1,050 -9%
BC
1559
Burleson & Co
California
$1.04M -$10.6K -106 -1%
IIA
1560
ICW Investment Advisors
Arizona
$1.04M +$32.5K +326 +3%
AF
1561
Advisornet Financial
Minnesota
$1.04M +$194K +1,946 +23%
MIM
1562
Miller Investment Management
Pennsylvania
$1.04M
OPW
1563
Oxler Private Wealth
New York
$1.04M
TIA
1564
Trust Investment Advisors
Indiana
$1.03M -$9.28K -93 -0.9%
AFM
1565
Andesa Financial Management
Pennsylvania
$1.03M -$3.45M -34,582 -77%
CNC
1566
Citizens & Northern Corp
Pennsylvania
$1.03M -$52K -521 -5%
LSPW
1567
Lake Street Private Wealth
Illinois
$1.03M -$56.2K -563 -5%
SAM
1568
Seelaus Asset Management
New Jersey
$1.02M +$312K +3,125 +45%
MSFS
1569
Main Street Financial Solutions
Pennsylvania
$1.02M +$102K +1,022 +11%
PL
1570
Plancorp LLC
Missouri
$1.02M +$24K +241 +2%
PP
1571
Peconic Partners
New York
$1.01M
BOC
1572
Barbara Oil Co
Illinois
$1.01M +$199K +2,000 +25%
UCI
1573
Uncommon Cents Investing
Wisconsin
$1.01M +$60.8K +610 +7%
AAM
1574
Aureus Asset Management
Massachusetts
$1.01M -$214K -2,143 -18%
WIA
1575
World Investment Advisors
California
$1.01M +$67.9K +681 +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.