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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
WWMSC
1826
Wagner Wealth Management (South Carolina)
South Carolina
$618K +$8.28K +83 +2%
LWMM
1827
Legacy Wealth Management (Mississippi)
Mississippi
$615K +$4.99K +50 +0.8%
EW
1828
Evoke Wealth
California
$615K -$158K -1,588 -21%
AA
1829
Advisory Alpha
Michigan
$615K -$46.3K -464 -7%
PVH
1830
Psagot Value Holdings
Israel
$615K
WPW
1831
Warther Private Wealth
Ohio
$614K +$361K +3,616 +160%
RFM
1832
Royal Fund Management
Florida
$613K -$53.9K -540 -8%
PCM
1833
Palisade Capital Management
New Jersey
$613K
CBT
1834
Central Bank & Trust
Kentucky
$611K +$4.89K +49 +0.8%
HIIFS
1835
Harel Insurance Investments & Financial Services
Israel
$609K -$227K -2,280 -28%
CBA
1836
Coastal Bridge Advisors
Connecticut
$609K -$91.3K -915 -13%
AWM
1837
Accurate Wealth Management
Florida
$606K +$88.1K +883 +18%
ARMT
1838
Amica Retiree Medical Trust
Rhode Island
$603K -$1.01M -10,082 -63%
AFS
1839
Axiom Financial Strategies
Indiana
$603K +$698 +7 +0.1%
WMA
1840
Wealth Management Associates
New Jersey
$603K +$100 +1 +0%
CCM
1841
CAAS Capital Management
New York
$599K -$419K -4,200 -42%
OF
1842
Outfitter Financial
Maine
$599K
EWM
1843
Edge Wealth Management
New York
$599K +$4.59K +46 +0.8%
VWM
1844
Vigilare Wealth Management
Arizona
$598K -$82.1K -823 -12%
JGUA
1845
John G. Ullman & Associates
New York
$598K
BCA
1846
Berman Capital Advisors
Georgia
$595K +$117K +1,169 +25%
TF
1847
Tompkins Financial
New York
$594K +$584K +5,860 New
LA
1848
Latitude Advisors
Florida
$593K +$291K +2,922 +100%
PAMP
1849
Polar Asset Management Partners
Ontario, Canada
$590K +$5.68K +57 +1%
GFS
1850
GYL Financial Synergies
Connecticut
$589K -$12.7K -127 -2%

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.