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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
CFO
2176
CVA Family Office
Colorado
$323K -$149K -1,495 -25%
PP
2177
Pacifica Partners
Canada
$323K
ZF
2178
Zhang Financial
Michigan
$321K +$9.18K +92 +3%
STB
2179
S&T Bank
Pennsylvania
$320K +$11.2K +112 +4%
TWM
2180
Tradition Wealth Management
Minnesota
$319K +$28.3K +284 +10%
TC
2181
Trilogy Capital
California
$318K -$17.8K -178 -5%
HWA
2182
Heartwood Wealth Advisors
Virginia
$318K +$16.4K +164 +6%
HC
2183
Hatton Consulting
Arizona
$316K -$274K -2,749 -47%
CWM
2184
Campbell Wealth Management
Virginia
$316K +$40.3K +404 +15%
T
2185
TNF
Montana
$316K +$272K +2,723 New
CFP
2186
Curran Financial Partners
South Carolina
$315K +$7.18K +72 +2%
CAM
2187
Cubic Asset Management
Massachusetts
$315K +$50.9K +510 +20%
MCM
2188
McRae Capital Management
New Jersey
$314K -$5.88K -59 -2%
GCA
2189
Gradient Capital Advisors
California
$314K +$89.7K +899 +41%
PWM
2190
Purus Wealth Management
California
$313K -$8.18K -82 -3%
AWP
2191
Abacus Wealth Partners
California
$312K +$499 +5 +0.2%
AC
2192
Alexandria Capital
Virginia
$311K -$12.5K -125 -4%
BMD
2193
Better Money Decisions
New Mexico
$311K
BONST
2194
Bank of Nova Scotia Trust
Ontario, Canada
$310K +$100 +1 +0%
AM
2195
Atwater Malick
Pennsylvania
$309K
PFC
2196
Phocas Financial Corp
California
$309K
BFS
2197
Bickling Financial Services
Massachusetts
$309K +$3.49K +35 +1%
RCM
2198
Requisite Capital Management
Texas
$308K +$303K +3,037 New
SIMM
2199
Stillwater Investment Management (Minnesota)
Minnesota
$306K +$4.09K +41 +1%
IDBONY
2200
Israel Discount Bank of New York
New York
$306K +$301K +3,013 New

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.