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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
ACM
2151
Aljian Capital Management
Nevada
$343K -$4.99K -50 -1%
DDC
2152
DF Dent & Co
Maryland
$342K -$66.7K -669 -17%
SIAG
2153
Safeguard Investment Advisory Group
California
$341K +$16.9K +169 +5%
RWA
2154
Roberts Wealth Advisors
California
$340K +$335K +3,356 New
WAG
2155
Winthrop Advisory Group
Massachusetts
$339K +$2.29K +23 +0.7%
SA
2156
SRH Advisors
Kansas
$338K +$19.9K +200 +6%
SEP
2157
Southland Equity Partners
Missouri
$337K -$10.1K -101 -3%
BWP
2158
BSW Wealth Partners
Colorado
$337K
GDP
2159
Great Diamond Partners
Maine
$336K +$37.7K +378 +13%
SAIG
2160
Semper Augustus Investments Group
Colorado
$334K
SRC
2161
Sage Rhino Capital
California
$334K +$7.28K +73 +2%
OIM
2162
Oder Investment Management
California
$333K +$93.3K +935 +40%
WOSD
2163
WFA of San Diego
California
$332K -$41.4K -415 -11%
BFO
2164
Biltmore Family Office
North Carolina
$330K -$21K -211 -6%
AF
2165
Aldebaran Financial
$330K -$1.3K -13 -0.4%
VC
2166
Veracity Capital
Georgia
$330K +$12.4K +124 +4%
SSW
2167
Smith Shellnut Wilson
Mississippi
$330K +$24.6K +247 +8%
SQA
2168
Simon Quick Advisors
New Jersey
$328K -$2.19K -22 -0.7%
TCOK
2169
Trust Company of Kansas
Kansas
$328K +$5.59K +56 +2%
STA
2170
Summit Trail Advisors
New York
$326K +$54.8K +549 +21%
EWM
2171
Evermay Wealth Management
Virginia
$324K -$33.3K -334 -9%
NF
2172
Nikulski Financial
Iowa
$324K -$13.5K -135 -4%
CA
2173
Cornerstone Advisory
Maryland
$324K +$598 +6 +0.2%
NW
2174
NewEdge Wealth
Pennsylvania
$324K +$81.5K +817 +34%
RWA
2175
Redhawk Wealth Advisors
Minnesota
$324K +$106K +1,060 +50%

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.