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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
DS
1901
DRW Securities
Illinois
$530K +$521K +5,220 New
ECM
1902
ExodusPoint Capital Management
New York
$529K -$5.87M -58,833 -92%
BDWM
1903
Brewin Dolphin Wealth Management
Ireland
$529K -$8.98K -90 -2%
FPTW
1904
Franklin, Parlapiano, Turner & Welch
Texas
$528K -$255K -2,561 -33%
SAS
1905
Stelac Advisory Services
New York
$528K -$81K -812 -13%
WKWM
1906
Walter & Keenan Wealth Management
Indiana
$526K +$124K +1,242 +31%
CBFP
1907
Cedar Brook Financial Partners
Ohio
$524K -$153K -1,533 -23%
GFP
1908
Gryphon Financial Partners
Ohio
$523K +$49.9K +500 +11%
OWP
1909
Obermeyer Wealth Partners
Colorado
$522K +$95.8K +960 +23%
SDH
1910
Sloy Dahl & Holst
Washington
$522K +$184K +1,841 +56%
FAT
1911
First American Trust
California
$521K +$113K +1,136 +28%
BT
1912
Brandywine Trust
Delaware
$520K
RSS
1913
Rosenblum Silverman Sutton
California
$519K
BAM
1914
Brave Asset Management
New Jersey
$517K
MAG
1915
MRA Advisory Group
New Jersey
$517K +$81.8K +820 +19%
EA
1916
Eclectic Associates
California
$516K +$5.79K +58 +1%
TGAM
1917
TBH Global Asset Management
Tennessee
$512K +$101K +1,016 +25%
PA
1918
Perennial Advisors
New York
$508K -$25.1K -252 -5%
ACP
1919
Aviance Capital Partners
Florida
$508K -$20.5K -206 -4%
SIA
1920
SkyView Investment Advisors
New Jersey
$508K +$42K +421 +9%
IA
1921
IAM Advisory
Pennsylvania
$508K +$473K +4,743 New
AAI
1922
American Assets Inc
California
$507K
BEAM
1923
Baker Ellis Asset Management
Washington
$506K -$59.7K -599 -11%
HWM
1924
Hohimer Wealth Management
Washington
$506K -$44.4K -445 -8%
LSA
1925
L & S Advisors
California
$505K -$1.47M -14,735 -75%

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.