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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
PIA
2051
Perennial Investment Advisors
California
$407K +$32.2K +323 +9%
HIP
2052
HUB Investment Partners
Texas
$406K +$47.2K +473 +13%
MA
2053
MONECO Advisors
Connecticut
$406K +$55.1K +552 +16%
SCA
2054
SMH Capital Advisors
Texas
$405K -$1.5K -15 -0.4%
GWS
2055
Glassman Wealth Services
Virginia
$405K +$18.3K +183 +5%
RBFC
2056
Roman Butler Fullerton & Co
Missouri
$404K +$2.39K +24 +0.7%
CIC
2057
Chase Investment Counsel
Virginia
$404K +$20.1K +202 +5%
SAM
2058
Summit Asset Management
Tennessee
$403K -$16.2K -162 -4%
JCM
2059
Jacobsen Capital Management
Utah
$403K
CHA
2060
Carmichael Hill & Associates
Maryland
$402K +$1.4K +14 +0.4%
AGA
2061
Accuvest Global Advisors
Utah
$402K +$395K +3,965 New
MC
2062
Mathes Company
New York
$401K
PCG
2063
Private Capital Group
Connecticut
$401K +$14.3K +143 +4%
KBG
2064
Kahn Brothers Group
New York
$401K
RPA
2065
Rock Point Advisors
Vermont
$399K -$2.39K -24 -0.6%
CCMU
2066
Cheyne Capital Management (UK)
United Kingdom
$399K
LA
2067
LexAurum Advisors
Kansas
$399K +$10.4K +104 +3%
EIA
2068
Eldridge Investment Advisors
New Hampshire
$398K
CS
2069
Capital Square
Tennessee
$398K +$598 +6 +0.2%
P
2070
&Partners
Tennessee
$398K +$87.4K +876 +29%
BC
2071
Bridgefront Capital
Texas
$397K +$390K +3,915 New
EWA
2072
Encompass Wealth Advisors
Oregon
$396K -$220K -2,202 -36%
GTAM
2073
Global Trust Asset Management
Florida
$396K -$18K -180 -4%
LFA
2074
Landmark Financial Advisors
Kentucky
$396K
NPA
2075
Nichols & Pratt Advisers
Massachusetts
$394K -$29.9K -300 -7%

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.