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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
CGA
1751
Crescent Grove Advisors
Illinois
$704K -$151K -1,512 -18%
FPB
1752
First PREMIER Bank
South Dakota
$702K +$59.9K +601 +10%
MCM
1753
Maple Capital Management
Vermont
$701K +$143K +1,434 +26%
TAIM
1754
TD Ameritrade Investment Management
Nebraska
$699K -$51.8K -519 -5%
SWA
1755
SOA Wealth Advisors
New York
$699K -$8.28K -83 -1%
PTC
1756
Philadelphia Trust Company
Pennsylvania
$698K -$73.3K -735 -10%
GSWM
1757
Golden State Wealth Management
California
$698K -$4.79K -48 -0.7%
RWB
1758
RMR Wealth Builders
New Jersey
$698K +$31.1K +312 +5%
RP
1759
Rice Partnership
Hawaii
$697K -$202K -2,025 -23%
SWMP
1760
Signature Wealth Management Partners
New Jersey
$694K
OL
1761
Optas LLC
Texas
$692K -$92K -922 -12%
FNBOSM
1762
First National Bank of South Miami
Florida
$692K -$56.4K -565 -8%
VIA
1763
Vident Investment Advisory
Georgia
$690K +$82.3K +825 +14%
MA
1764
MBA Advisors
Pennsylvania
$689K -$68.5K -687 -9%
IA
1765
IndexIQ Advisors
New York
$689K +$512K +5,135 +310%
DJSG
1766
D.J. St. Germain
Massachusetts
$688K -$4.29K -43 -0.6%
BCP
1767
Berkeley Capital Partners
Georgia
$688K +$391K +3,918 +137%
LWA
1768
Lineweaver Wealth Advisors
Ohio
$687K +$223K +2,233 +49%
TFS
1769
TrustCore Financial Services
Tennessee
$686K -$5.88K -59 -0.9%
WW
1770
Westshore Wealth
California
$685K -$881K -8,829 -57%
AFG
1771
Allegheny Financial Group
Pennsylvania
$683K -$52.1K -522 -7%
MPW
1772
Monterey Private Wealth
California
$682K +$7.08K +71 +1%
FANJ
1773
Financial Architects (New Jersey)
New Jersey
$680K -$53.9K -540 -7%
AIS
1774
AM Investment Strategies
Tennessee
$679K
GC
1775
Gilbert & Cook
Iowa
$678K +$7.38K +74 +1%

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.