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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
FCA
1676
FinTrust Capital Advisors
South Carolina
$821K +$232K +2,326 +40%
MCA
1677
Magnolia Capital Advisors
Mississippi
$819K -$1.05M -10,491 -57%
VCG
1678
Vantage Consulting Group
Virginia
$818K +$97K +973 +14%
SSWM
1679
Sheets Smith Wealth Management
North Carolina
$815K +$17.1K +171 +2%
DAC
1680
Dividend Assets Capital
South Carolina
$813K -$29.5K -296 -4%
MIM
1681
Moseley Investment Management
Florida
$811K -$19.7K -198 -2%
BP
1682
Ballentine Partners
Massachusetts
$810K -$62.7K -629 -7%
CICI
1683
Capital Investment Counsel Inc
North Carolina
$809K +$249K +2,500 +46%
ITIM
1684
Indiana Trust & Investment Management
Indiana
$808K -$41.5K -416 -5%
JWCA
1685
J.W. Coons Advisors
Ohio
$808K -$12.2K -122 -2%
CNBT
1686
Cornerstone National Bank & Trust
Illinois
$802K +$128K +1,285 +19%
ANB
1687
Amarillo National Bank
Texas
$801K
BWM
1688
BCS Wealth Management
Tennessee
$801K +$66.7K +669 +9%
EP
1689
Edgestream Partners
New Jersey
$801K +$787K +7,893 New
SAM
1690
S.A. Mason
Michigan
$793K +$132K +1,321 +20%
CL
1691
Choreo LLC
Illinois
$789K +$8.18K +82 +1%
CPA
1692
Court Place Advisors
Maryland
$787K -$39.9K -400 -5%
TF
1693
TLWM Financial
Texas
$786K +$3.89K +39 +0.5%
PBT
1694
Pictet Bank & Trust
Bahamas
$786K +$9.97K +100 +1%
PK
1695
Pflug Koory
Nebraska
$782K -$4.49K -45 -0.6%
HCP
1696
Holt Capital Partners
Texas
$782K
IAMOG
1697
Investors Asset Management of Georgia
Georgia
$782K +$94.1K +943 +14%
EML
1698
Eos Management LP
New York
$781K
RVPG
1699
Relative Value Partners Group
$779K -$20.9K -210 -3%
WCM
1700
Windsor Capital Management
Arizona
$778K -$17.6K -176 -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.