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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
WDA
1776
Wendell David Associates
New Hampshire
$677K
NQWM
1777
Northwest Quadrant Wealth Management
Oregon
$676K -$4.29K -43 -0.7%
BW
1778
Bison Wealth
Georgia
$675K -$41.5K -416 -6%
CA
1779
Claro Advisors
Massachusetts
$675K +$40.6K +407 +7%
CHA
1780
Cooper/Haims Advisors
New York
$673K -$13.6K -136 -2%
WC
1781
Westhampton Capital
North Carolina
$673K +$122K +1,225 +23%
YIH
1782
Y-Intercept (HK)
Hong Kong
$672K +$661K +6,626 New
BA
1783
Birinyi Associates
Connecticut
$670K -$24.9K -250 -4%
MIM
1784
Merrion Investment Management
New Jersey
$669K
OHIS
1785
Oak Harvest Investment Services
Texas
$669K +$196K +1,966 +42%
PCMM
1786
Piedmont Capital Management (Montana)
Montana
$668K +$68.5K +687 +12%
BFA
1787
Beaumont Financial Advisors
Massachusetts
$667K -$26.4K -265 -4%
FC
1788
Forte Capital
New York
$666K -$40.4K -405 -6%
SA
1789
Shilanski & Associates
Alaska
$664K -$5.39K -54 -0.8%
CP
1790
Covenant Partners
Tennessee
$663K -$36.2K -363 -5%
CA
1791
CGN Advisors
Kansas
$661K +$156K +1,560 +31%
TW
1792
Transform Wealth
Colorado
$658K -$33.5K -336 -5%
WW
1793
Waterfront Wealth
Kansas
$658K +$18.6K +186 +3%
WAM
1794
Wolverine Asset Management
Illinois
$657K +$622K +6,237 +2,546%
MHR
1795
Matthew Hamilton Rosenberg
$655K +$123K +1,232 +24%
GIA
1796
Granite Investment Advisors
New Hampshire
$654K -$7.78K -78 -1%
TAM
1797
Townsend Asset Management
North Carolina
$654K +$1.79K +18 +0.3%
NAS
1798
Nicolet Advisory Services
Wisconsin
$654K +$28.1K +282 +5%
DTC
1799
Davidson Trust Company
Washington
$653K +$2.49K +25 +0.4%
CFO
1800
Collective Family Office
Pennsylvania
$653K +$61.8K +620 +11%

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.