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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
CGH
1601
CMG Global Holdings
Texas
$947K +$398K +3,994 +75%
KFC
1602
Klingenstein Fields & Co
New York
$943K -$487K -4,879 -34%
TPA
1603
Trivium Point Advisory
Connecticut
$943K -$19.4K -194 -2%
MTC
1604
McDaniel Terry & Co
Texas
$943K +$898 +9 +0.1%
HIP
1605
Harrell Investment Partners
Texas
$942K -$2.2M -22,099 -70%
CFG
1606
Cooper Financial Group
California
$940K -$4.69K -47 -0.5%
Fiera Capital (Canada)
1607
Fiera Capital (Canada)
Quebec, Canada
$939K -$3.99K -40 -0.4%
TF
1608
TRH Financial
Iowa
$936K -$320K -3,210 -26%
VRM
1609
Vectors Research Management
New York
$933K -$19.9K -200 -2%
AWM
1610
Altavista Wealth Management
North Carolina
$932K
PFBT
1611
Parkside Financial Bank & Trust
Missouri
$930K -$29.7K -298 -3%
ADBIC
1612
A.D. Beadell Investment Counsel
Wisconsin
$927K
FPS
1613
Fieldpoint Private Securities
Connecticut
$925K -$69K -692 -7%
ACM
1614
Adalta Capital Management
New York
$925K -$3.69K -37 -0.4%
MC
1615
MRJ Capital
New York
$923K -$30.9K -310 -3%
HC
1616
HNP Capital
New York
$923K -$29.9K -300 -3%
RWP
1617
RWA Wealth Partners
Massachusetts
$918K +$2.49K +25 +0.3%
MFG
1618
Magnus Financial Group
New York
$915K +$21.1K +212 +2%
NIM
1619
Needham Investment Management
New York
$913K
PAWC
1620
P.A.W. Capital
Connecticut
$913K +$99.7K +1,000 +13%
SCI
1621
Stableford Capital II
Arizona
$909K -$68.9K -691 -8%
BRM
1622
Boston Research & Management
Massachusetts
$909K
BCM
1623
Bourgeon Capital Management
Connecticut
$908K +$12.1K +121 +1%
BHC
1624
Bowen Hanes & Co
Florida
$908K +$29.9K +300 +3%
FTC
1625
Farmers Trust Company
Ohio
$902K +$2K +20 +0.2%

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.