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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
MA
1701
MCF Advisors
Kentucky
$777K +$61.1K +613 +9%
MCA
1702
Mercer Capital Advisers
New Jersey
$773K -$238K -2,383 -24%
CCG
1703
Ceeto Capital Group
Florida
$773K +$99.7K +1,000 +15%
ESBC
1704
E.S. Barr & Co
Kentucky
$772K -$78.6K -788 -9%
UBG
1705
United Bank (Georgia)
Georgia
$770K -$199K -1,991 -21%
MFG
1706
Merit Financial Group
Georgia
$769K +$23.7K +238 +3%
BS
1707
Bessemer Securities
New York
$766K
GSEP
1708
Golden State Equity Partners
California
$765K -$279K -2,800 -27%
GCA
1709
Greenwood Capital Associates
South Carolina
$765K +$84.2K +844 +13%
VA
1710
Valmark Advisers
Ohio
$761K -$7.78K -78 -1%
SWA
1711
SFMG Wealth Advisors
Texas
$760K -$127K -1,272 -15%
CAWM
1712
Capital Advisors Wealth Management
Washington
$759K +$102K +1,019 +16%
OC
1713
Oarsman Capital
Wisconsin
$755K -$199 -2 -0%
JAG
1714
Journey Advisory Group
Kentucky
$754K -$466K -4,670 -39%
CAM
1715
Campion Asset Management
Virginia
$750K
VFA
1716
Voya Financial Advisors
Connecticut
$748K +$17.3K +173 +2%
OIA
1717
Optimum Investment Advisors
Illinois
$747K -$238K -2,383 -24%
FFWA
1718
FRG Family Wealth Advisors
Washington
$747K -$62.6K -628 -8%
RFA
1719
Reilly Financial Advisors
California
$747K +$27.5K +276 +4%
JIP
1720
Jaffetilchin Investment Partners
Florida
$746K -$684K -6,858 -48%
SJIM
1721
St. Johns Investment Management
Florida
$742K +$33.9K +340 +5%
CIM
1722
Chapman Investment Management
California
$741K +$100K +1,003 +16%
IGGA
1723
Iron Gate Global Advisors
Utah
$741K +$406K +4,066 +126%
TNB
1724
Thomasville National Bank
Georgia
$740K -$276K -2,770 -28%
EGA
1725
E&G Advisors
Texas
$740K +$727K +7,293 New

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.