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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
ODFS
2101
O'Donnell Financial Services
California
$376K +$370K +3,710 New
LJAC
2102
L.J. Altfest & Co
New York
$375K -$4.49K -45 -1%
CWM
2103
Connecticut Wealth Management
Connecticut
$371K +$22.7K +228 +7%
SIM
2104
SSI Investment Management
California
$369K
MPW
2105
MA Private Wealth
California
$368K +$3.89K +39 +1%
YWP
2106
YorkBridge Wealth Partners
New York
$368K +$16.5K +165 +5%
ST
2107
Sentinel Trust
Texas
$367K -$1.08M -10,845 -75%
COCM
2108
Charter Oak Capital Management
New Hampshire
$367K -$18.8K -188 -5%
SC
2109
Steph & Co
Wisconsin
$367K +$36.4K +365 +11%
ACA
2110
Atlas Capital Advisors
Wyoming
$367K -$125K -1,250 -26%
CCM
2111
Carlson Capital Management
Minnesota
$366K +$1.6K +16 +0.4%
DWM
2112
Dorchester Wealth Management
Quebec, Canada
$365K -$4.99K -50 -1%
BOM
2113
Bank of Marin
California
$365K +$127K +1,270 +54%
TCM
2114
Triumph Capital Management
Colorado
$365K +$359K +3,595 New
CCG
2115
Chatham Capital Group
Georgia
$363K
UF
2116
Univest Financial
Pennsylvania
$362K
SWM
2117
Sugarloaf Wealth Management
Georgia
$361K -$40.5K -406 -10%
CWM
2118
Cabot Wealth Management
Massachusetts
$359K -$63.6K -638 -15%
WBC
2119
West Branch Capital
Massachusetts
$358K -$21.6K -217 -6%
HFP
2120
Holistic Financial Partners
Indiana
$358K +$28.9K +290 +9%
TCM
2121
Tuttle Capital Management
Connecticut
$358K +$352K +3,525 New
DLCIG
2122
D.L. Carlson Investment Group
New Hampshire
$357K +$12.1K +121 +4%
HWA
2123
HHM Wealth Advisors
Tennessee
$356K -$10.6K -106 -3%
WCF
2124
West Coast Financial
California
$354K -$62.2K -624 -15%
JF
2125
JSF Financial
California
$354K +$33.6K +337 +11%

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.