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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
SWM
1876
Salvus Wealth Management
New Jersey
$552K +$32.9K +330 +6%
AIP
1877
Almanack Investment Partners
Pennsylvania
$552K +$246K +2,470 +83%
CGFA
1878
Colton Groome Financial Advisors
North Carolina
$551K -$7.48K -75 -1%
MRCM
1879
M&R Capital Management
New Jersey
$551K -$4.99K -50 -0.9%
JHCP
1880
Jackson Hole Capital Partners
Oklahoma
$551K +$59K +592 +12%
PFGIA
1881
Patriot Financial Group Insurance Agency
Massachusetts
$551K +$63.6K +638 +13%
PCM
1882
Prelude Capital Management
New York
$550K +$541K +5,423 New
VCM
1883
Vision Capital Management
Oregon
$549K
LA
1884
LVW Advisors
New York
$549K +$15.8K +158 +3%
CF
1885
Copperwynd Financial
Arizona
$547K +$22.8K +229 +4%
AI
1886
Accredited Investors
Minnesota
$546K +$3.89K +39 +0.7%
FMP
1887
Financial Management Professionals
Texas
$546K +$29.9K +300 +6%
LCM
1888
Leisure Capital Management
California
$542K
W
1889
Wealthquest
Ohio
$539K -$24.6K -247 -4%
NFG
1890
Nations Financial Group
Iowa
$539K -$8.78K -88 -2%
NFSG
1891
Newbridge Financial Services Group
Florida
$539K +$334K +3,347 +170%
SIC
1892
Samalin Investment Counsel
New York
$534K -$282K -2,824 -35%
IFWM
1893
Institute for Wealth Management
Colorado
$533K -$2K -20 -0.4%
SP
1894
Successful Portfolios
Florida
$533K +$65.3K +655 +14%
B
1895
Bridgeworth
Alabama
$533K +$84.7K +849 +19%
HDIM
1896
Hanson & Doremus Investment Management
Vermont
$530K -$84.6K -848 -14%
CIP
1897
Convergence Investment Partners
Florida
$530K -$15.3K -153 -3%
MWM
1898
Merriman Wealth Management
Washington
$530K -$8.88K -89 -2%
JFA
1899
JNBA Financial Advisors
Minnesota
$530K -$5.19K -52 -1%
SFP
1900
Sandbox Financial Partners
Maryland
$530K +$226K +2,264 +77%

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.