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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
RGC
1626
Roberts, Glore & Co
Illinois
$901K +$98.6K +989 +13%
AWAG
1627
ARS Wealth Advisors Group
Florida
$895K +$880K +8,826 New
CCA
1628
Conservest Capital Advisors
Pennsylvania
$894K -$23.4K -235 -3%
SIG
1629
Sargent Investment Group
Maryland
$892K -$212K -2,125 -19%
MFW
1630
Meristem Family Wealth
Minnesota
$891K +$396K +3,974 +83%
NA
1631
Navellier & Associates
Nevada
$890K +$49.9K +500 +6%
PCMK
1632
Paragon Capital Management (Kansas)
Kansas
$889K -$30.3K -304 -3%
MPIA
1633
Mountain Pacific Investment Advisers
Idaho
$888K -$19.4K -195 -2%
KFGK
1634
Keystone Financial Group (Kentucky)
Kentucky
$886K +$73.5K +737 +9%
LB
1635
Legacy Bridge
Iowa
$885K -$15K -150 -2%
REMPR
1636
Roof Eidam Maycock Peralta (REMP)
California
$881K -$265K -2,658 -23%
TCCM
1637
Timber Creek Capital Management
Massachusetts
$880K -$67.8K -680 -7%
CHP
1638
Cable Hill Partners
Oregon
$877K +$4.29K +43 +0.5%
CPC
1639
Congress Park Capital
New York
$876K -$19.9K -200 -2%
VCM
1640
Virtue Capital Management
Tennessee
$876K -$1.4K -14 -0.2%
TA
1641
Tiedemann Advisors
New York
$875K -$319K -3,194 -27%
CFS
1642
CRA Financial Services
New Jersey
$873K +$48.6K +487 +6%
PWPS
1643
Pinnacle Wealth Planning Services
Ohio
$871K -$26.5K -266 -3%
MPPW
1644
Mitchell & Pahl Private Wealth
Oklahoma
$870K +$16.3K +163 +2%
DHFB
1645
Dixon Hubard Feinour & Brown
Virginia
$869K -$193K -1,930 -18%
LWAM
1646
Legacy Wealth Asset Management
Minnesota
$869K +$11.4K +114 +1%
LFA
1647
Legacy Financial Advisors
Kentucky
$868K +$93.9K +941 +12%
SLWA
1648
San Luis Wealth Advisors
California
$866K +$852K +8,537 New
CG
1649
CFO4Life Group
Texas
$864K -$6.78K -68 -0.8%
Kovitz Investment Group Partners
1650
Kovitz Investment Group Partners
Illinois
$860K -$138K -1,385 -14%

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.