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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
TCM
1851
Traynor Capital Management
Pennsylvania
$588K +$116K +1,161 +25%
BWCS
1852
Beirne Wealth Consulting Services
Connecticut
$585K
SW
1853
SkyOak Wealth
Michigan
$582K -$798 -8 -0.1%
SAMT
1854
Select Asset Management & Trust
Pennsylvania
$581K
CL
1855
COWA LLC
Oklahoma
$579K -$29K -291 -5%
RAM
1856
Roanoke Asset Management
New Jersey
$578K
WCG
1857
Weaver Consulting Group
California
$578K +$4.89K +49 +0.9%
PA
1858
PSI Advisors
Florida
$574K +$43K +431 +8%
AP
1859
Appleton Partners
Massachusetts
$568K -$38.4K -385 -6%
ERWM
1860
Elk River Wealth Management
Colorado
$566K -$1.5K -15 -0.3%
GWM
1861
Gray Wealth Management
Maine
$565K +$48.2K +483 +9%
MFW
1862
Mosaic Family Wealth
Missouri
$563K -$2.29K -23 -0.4%
VLC
1863
Van Leeuwen & Company
New Jersey
$563K
NFG
1864
Norris Financial Group
South Carolina
$563K -$70.7K -709 -11%
WDL
1865
Well Done LLC
Michigan
$562K +$4.99K +50 +0.9%
BWA
1866
Beam Wealth Advisors
Louisiana
$560K +$18.2K +182 +3%
BAS
1867
Brown Advisory Securities
Maryland
$558K -$122K -1,226 -18%
OFS
1868
Orrstown Financial Services
Pennsylvania
$557K -$63.3K -635 -10%
ACM
1869
Alta Capital Management
Utah
$556K -$443K -4,443 -45%
OPTFSNA
1870
Old Point Trust & Financial Services N A
Virginia
$555K
CAM
1871
Covenant Asset Management
New Jersey
$554K
1WM
1872
1900 Wealth Management
Texas
$554K +$10.6K +106 +2%
MFG
1873
Menard Financial Group
Texas
$553K -$997 -10 -0.2%
SAM
1874
Security Asset Management
New York
$552K
GAM
1875
Gemmer Asset Management
California
$552K +$18K +180 +3%

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.