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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
SC
1951
Sierra Capital
Florida
$491K
SF
1952
Symphony Financial
Texas
$490K -$116K -1,161 -20%
CCM
1953
Carderock Capital Management
Maryland
$490K +$110K +1,100 +29%
BCM
1954
Blume Capital Management
California
$489K
GWAM
1955
Guardian Wealth Advisors (Minnesota)
Minnesota
$487K -$84.2K -844 -15%
JHP
1956
James Hambro & Partners
United Kingdom
$487K
BCA
1957
Bray Capital Advisors
Florida
$487K +$499 +5 +0.1%
KIG
1958
Kowal Investment Group
Wisconsin
$487K +$46.1K +462 +11%
FNBSF
1959
First National Bank Sioux Falls
South Dakota
$485K -$5.99K -60 -1%
EA
1960
Elm Advisors
California
$485K
MWM
1961
Moulton Wealth Management
Washington
$485K
DOA
1962
D'Orazio & Associates
Virginia
$485K +$39.9K +400 +9%
EIG
1963
Ellenbecker Investment Group
Wisconsin
$484K +$23.5K +236 +5%
LDFR
1964
Lehman & Derafelo Financial Resources
Pennsylvania
$483K +$29.9K +300 +7%
GRQ
1965
Gardner Russo & Quinn
Pennsylvania
$482K -$8.18K -82 -2%
APG
1966
Abacus Planning Group
South Carolina
$481K -$24.5K -246 -5%
AP
1967
Atwood & Palmer
Missouri
$481K +$19.9K +200 +4%
GM
1968
GeoWealth Management
Illinois
$480K -$5.39K -54 -1%
AWM
1969
Act Wealth Management
Texas
$479K
DC
1970
DeDora Capital
California
$476K +$64.2K +644 +16%
TFA
1971
Teamwork Financial Advisors
Texas
$473K -$10.3K -103 -2%
WA
1972
Wealthstar Advisors
Texas
$473K +$1.6K +16 +0.3%
JLBC
1973
J.L. Bainbridge & Co
Florida
$472K +$14.2K +142 +3%
BEI
1974
Benjamin Edwards Inc
Missouri
$472K +$95.7K +959 +26%
OWA
1975
Octavia Wealth Advisors
Ohio
$471K -$32.1K -322 -6%

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.