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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
PP
2001
PDS Planning
Ohio
$453K +$24.7K +248 +6%
RMSCM
2002
R.M. Sincerbeaux Capital Management
New York
$451K -$29.9K -300 -6%
BWLSA
2003
Blue Water Life Science Advisors
California
$448K
RIM
2004
Rockbridge Investment Management
New York
$447K
CCM
2005
Chiron Capital Management
Florida
$444K -$6.18K -62 -1%
HA
2006
Harbor Advisors
Florida
$444K
AW
2007
Avion Wealth
Texas
$443K -$9.97K -100 -2%
AA
2008
AF Advisors
California
$443K
CFSG
2009
Clark Financial Services Group
Missouri
$443K +$48.9K +490 +13%
ASFA
2010
All Season Financial Advisors
Colorado
$441K -$189K -1,890 -30%
BRA
2011
Biechele Royce Advisors
Indiana
$441K -$45K -451 -9%
ARG
2012
Advisory Resource Group
Oklahoma
$441K
OMC
2013
Overbrook Management Corp
New York
$440K -$31.8K -319 -7%
ECM
2014
Exchange Capital Management
Michigan
$438K -$49.9K -500 -10%
RPWA
2015
Regent Peak Wealth Advisors
Georgia
$436K -$5.39K -54 -1%
IIC
2016
Integrated Investment Consultants
Michigan
$435K -$38.8K -389 -8%
VCM
2017
Versant Capital Management
Arizona
$435K -$14.1K -141 -3%
DAM
2018
Diamant Asset Management
Connecticut
$435K +$428K +4,291 New
PP
2019
Pegasus Partners
Wisconsin
$434K -$28.5K -286 -6%
EA
2020
Emerald Advisors
Washington
$432K +$13.6K +136 +3%
TWP
2021
Tower Wealth Partners
Pennsylvania
$432K +$15K +150 +4%
FA
2022
Fountainhead AM
New Jersey
$432K +$63.7K +639 +18%
PCM
2023
Perritt Capital Management
Illinois
$431K +$9.97K +100 +2%
5L
2024
55I LLC
Massachusetts
$429K -$831K -8,329 -66%
WC
2025
Whitney & Co
New York
$429K -$66.3K -665 -14%

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.