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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
PWAG
2076
Polaris Wealth Advisory Group
California
$394K +$5.19K +52 +1%
SAF
2077
Smith Anglin Financial
Texas
$393K +$63.7K +639 +20%
NJBEST
2078
New Jersey Better Educational Savings Trust
New Jersey
$392K
SLA
2079
Silver Lake Advisory
Utah
$392K +$18.5K +185 +5%
TIA
2080
Traphagen Investment Advisors
New Jersey
$392K -$3.29K -33 -0.8%
FG
2081
Foster Group
Iowa
$391K
BWP
2082
Bernardo Wealth Planning
Pennsylvania
$390K +$299 +3 +0.1%
CCP
2083
Cardan Capital Partners
Colorado
$390K +$20.9K +210 +6%
GG
2084
Golden Green
South Carolina
$387K -$68.5K -687 -15%
PFWA
2085
Paces Ferry Wealth Advisors
Georgia
$387K -$7.68K -77 -2%
HCA
2086
Horan Capital Advisors
Ohio
$387K +$100 +1 +0%
SNB
2087
Security National Bank
Nebraska
$387K +$1.6K +16 +0.4%
PIA
2088
Pinion Investment Advisors
Kansas
$387K +$7.88K +79 +2%
EWM
2089
EPG Wealth Management
Georgia
$386K -$53.2K -533 -12%
RDFA
2090
Ritter Daniher Financial Advisory
Ohio
$386K
WMC
2091
Westwood Management Corporation
Illinois
$386K
WCA
2092
Westover Capital Advisors
Delaware
$385K +$23.7K +238 +7%
GSIS
2093
Global Strategic Investment Solutions
Arizona
$382K +$16.5K +165 +5%
AWM
2094
Atticus Wealth Management
Florida
$381K
PFA
2095
Pure Financial Advisors
California
$381K +$105K +1,053 +39%
WAM
2096
WNY Asset Management
New York
$379K
FFC
2097
First Financial Corp
Indiana
$378K -$1.1K -11 -0.3%
EWM
2098
Elite Wealth Management
Washington
$378K +$140K +1,400 +60%
OPWM
2099
Oxinas Partners Wealth Management
Indiana
$378K +$372K +3,730 New
TA
2100
Trellis Advisors
Washington
$377K -$4.89K -49 -1%

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.