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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
DAM
1576
Doheny Asset Management
California
$1M -$98.7K -990 -9%
VWA
1577
V Wealth Advisors
Kansas
$1M +$32.3K +324 +3%
AWP
1578
Ascent Wealth Partners
New York
$1M +$225K +2,256 +29%
RIA
1579
Realta Investment Advisors
Delaware
$1M -$7.58K -76 -0.8%
LSA
1580
Lion Street Advisors
Texas
$999K +$979K +9,812 New
BFC
1581
Bedel Financial Consulting
Indiana
$997K +$698 +7 +0.1%
NCM
1582
Northside Capital Management
Oregon
$995K
ACA
1583
Ackerman Capital Advisors
Texas
$991K
CFD
1584
Creative Financial Designs
Indiana
$990K -$35.9K -360 -4%
BOPW
1585
Brandywine Oak Private Wealth
Pennsylvania
$988K -$20.4K -205 -2%
KTC
1586
Kistler-Tiffany Companies
Pennsylvania
$988K +$7.18K +72 +0.7%
CPIA
1587
Cornell Pochily Investment Advisors
New York
$985K +$3.19K +32 +0.3%
CC
1588
Chicago Capital
Illinois
$981K +$14.7K +147 +2%
FSWA
1589
Financial Synergies Wealth Advisors
Texas
$981K +$103K +1,032 +12%
AA
1590
Apriem Advisors
California
$976K +$46K +461 +5%
HCM
1591
Hollencrest Capital Management
California
$972K +$228K +2,289 +31%
BFM
1592
Boston Financial Management
Massachusetts
$968K +$120K +1,200 +14%
FRA
1593
Front Row Advisors
California
$967K
PWMAG
1594
Pinnacle Wealth Management Advisory Group
New Jersey
$967K +$31.4K +315 +3%
TWP
1595
Total Wealth Planning
Ohio
$962K +$24.1K +242 +3%
HA
1596
Harfst & Associates
Wyoming
$959K -$132K -1,324 -12%
TCM
1597
Teza Capital Management
Illinois
$958K +$942K +9,440 New
KIC
1598
Keating Investment Counselors
Florida
$957K +$16K +160 +2%
LWM
1599
Lyell Wealth Management
California
$951K -$24.7K -248 -3%
FCM
1600
Firestone Capital Management
Florida
$951K

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.