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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
AC
1801
Avestar Capital
New York
$652K +$33.1K +332 +5%
AWM
1802
Aberdeen Wealth Management
Illinois
$650K
KF
1803
Krilogy Financial
Missouri
$650K +$160K +1,608 +34%
WDG
1804
Wealth Dimensions Group
Ohio
$650K +$269K +2,699 +73%
VFPI
1805
Vantage Financial Partners (Illinois)
Illinois
$649K +$99.7K +1,000 +19%
VI
1806
Versor Investments
New York
$649K +$638K +6,400 New
SFSG
1807
Sound Financial Strategies Group
Mississippi
$648K -$399 -4 -0.1%
AWAP
1808
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$646K +$7.88K +79 +1%
III
1809
Independent Investors Inc
New York
$646K +$34.9K +350 +6%
FCB
1810
First Command Bank
Texas
$642K +$40.8K +409 +7%
FCFS
1811
First Command Financial Services
Texas
$642K +$40.8K +409 +7%
HJGA
1812
Hardman Johnston Global Advisors
Connecticut
$639K +$309K +3,100 +97%
CA
1813
Cambridge Advisors
Nebraska
$637K -$52.3K -524 -8%
SCA
1814
St. Clair Advisors
Ohio
$635K +$125K +1,255 +25%
FMN
1815
Financial Management Network
California
$632K -$31.4K -315 -5%
Members Trust
1816
Members Trust
Florida
$632K -$997 -10 -0.2%
LAM
1817
LifePro Asset Management
California
$632K +$621K +6,228 New
WJA
1818
Willis Johnson & Associates
Texas
$631K -$62K -622 -9%
SCM
1819
Sterneck Capital Management
Missouri
$631K +$100 +1 +0%
MWM
1820
Modera Wealth Management
New Jersey
$630K +$41.9K +420 +7%
XWM
1821
Xcel Wealth Management
Florida
$625K +$61.8K +620 +11%
S
1822
Seeyond
France
$624K -$386K -3,870 -39%
CG
1823
Corundum Group
Colorado
$622K +$31.5K +316 +5%
EF
1824
Empowered Funds
Pennsylvania
$622K +$35.9K +360 +6%
FI
1825
Fosun International
China
$620K +$598K +6,000 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.