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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
GWM
2126
Greenwich Wealth Management
Connecticut
$354K +$43K +431 +14%
FNC
2127
First National Corp
Massachusetts
$353K -$11.9K -119 -3%
SLT
2128
St Louis Trust
Missouri
$353K +$73.2K +734 +27%
FC
2129
FCA Corp
Texas
$352K -$26.6K -267 -7%
SMG
2130
Smart Money Group
Texas
$352K +$59.7K +599 +21%
CCIA
2131
Cherry Creek Investment Advisors
Colorado
$352K +$94K +942 +37%
FDS
2132
First Dallas Securities
Texas
$351K +$9.97K +100 +3%
FM
2133
Family Management
New York
$350K -$263K -2,641 -43%
CCA
2134
Catalyst Capital Advisors
New York
$349K
PSF
2135
Pacific Sun Financial
California
$349K +$344K +3,444 New
RCG
2136
Rock Creek Group
District of Columbia
$348K -$243K -2,438 -42%
FC
2137
Financial Consulate
Maryland
$348K
FA
2138
Financial Advisors
Massachusetts
$348K +$10.6K +106 +3%
AAP
2139
Arax Advisory Partners
Colorado
$347K -$100K -1,004 -23%
WA
2140
Winfield Associates
Ohio
$347K
APW
2141
Aurora Private Wealth
New Jersey
$346K -$1.4K -14 -0.4%
AC
2142
Addison Capital
Pennsylvania
$346K +$3.59K +36 +1%
HIC
2143
Hartline Investment Corp
Illinois
$345K
FAG
2144
Financial Advisory Group
Texas
$345K +$3.69K +37 +1%
SAG
2145
Spotlight Asset Group
Illinois
$344K -$217K -2,177 -39%
ACA
2146
Affinity Capital Advisors
California
$344K -$10.1K -101 -3%
MSA
2147
Marino Stram & Associates
Massachusetts
$344K -$6.88K -69 -2%
WMG
2148
WESCAP Management Group
California
$344K -$5.09K -51 -1%
WTFG
2149
Wells Trecaso Financial Group
Ohio
$344K +$15.2K +152 +5%
AFIA
2150
America First Investment Advisors
Nebraska
$343K -$748K -7,500 -69%

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.