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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
CWP
1726
Curated Wealth Partners
California
$738K +$19.1K +191 +3%
AFM
1727
Abbot Financial Management
Massachusetts
$737K -$29.9K -300 -4%
EWM
1728
Endurance Wealth Management
Rhode Island
$736K +$100 +1 +0%
CCM
1729
Chickasaw Capital Management
Tennessee
$734K -$34.9K -350 -5%
DE
1730
Day & Ennis
Georgia
$734K -$8.68K -87 -1%
RIG
1731
Roosevelt Investment Group
New York
$731K -$1.9K -19 -0.3%
RSC
1732
Red Spruce Capital
Pennsylvania
$731K +$14K +140 +2%
CPA
1733
Clear Perspective Advisors
Illinois
$731K +$22.4K +225 +3%
JC
1734
JB Capital
Connecticut
$730K +$717K +7,192 New
SF
1735
Summit Financial
New Jersey
$728K +$421K +4,223 +143%
RSWM
1736
Robertson Stephens Wealth Management
California
$726K -$31.6K -317 -4%
WPA
1737
Winning Points Advisors
Florida
$721K +$131K +1,310 +23%
DW
1738
Domani Wealth
Pennsylvania
$720K -$16.4K -164 -2%
FA
1739
Fermata Advisors
California
$720K +$124K +1,242 +21%
TA
1740
TrueWealth Advisors
Alabama
$717K -$37.1K -372 -5%
HCP
1741
Hexagon Capital Partners
Arkansas
$717K +$27.4K +275 +4%
AIM
1742
Arcadia Investment Management
Michigan
$717K +$244K +2,443 +53%
VCS
1743
Vaughan & Co Securities
New Jersey
$712K
LCM
1744
LCM Capital Management
Illinois
$711K -$33K -331 -5%
IWA
1745
Intercontinental Wealth Advisors
Texas
$711K +$122K +1,221 +21%
WFA
1746
WestHill Financial Advisors
California
$711K +$699K +7,007 New
OFA
1747
Oak Family Advisors
Illinois
$710K +$11.7K +117 +2%
RB
1748
Renasant Bank
Mississippi
$708K -$16.9K -169 -2%
ACI
1749
Alpha Cubed Investments
California
$708K +$15.1K +151 +2%
THWM
1750
Taylor Hoffman Wealth Management
Virginia
$706K

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.