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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
FC
2201
Ferris Capital
Massachusetts
$305K -$655K -6,567 -71%
WIC
2202
Wilkins Investment Counsel
Massachusetts
$305K
PWAC
2203
Private Wealth Advisors (California)
California
$305K +$3.29K +33 +1%
WA
2204
Wealth Architects
California
$305K +$9.28K +93 +3%
RIM
2205
Reliant Investment Management
Tennessee
$304K +$299K +2,994 New
AWS
2206
AJ Wealth Strategies
New York
$304K +$299K +3,000 New
VDBMI
2207
Van Den Berg Management I
Texas
$303K -$28.9K -290 -9%
SCM
2208
Southport Capital Management
Tennessee
$302K -$421K -4,221 -59%
LWM
2209
Loveless Wealth Management
Montana
$301K -$3.99K -40 -1%
CFG
2210
Compton Financial Group
Maryland
$300K -$49.9K -500 -14%
MGIA
2211
Matthew Goff Investment Advisor
Texas
$300K
JF
2212
Jump Financial
Illinois
$298K -$1.05M -10,524 -78%
PWA
2213
Physician Wealth Advisors
Utah
$298K +$4.69K +47 +2%
CFA
2214
Capstone Financial Advisors
Illinois
$297K +$100 +1 +0%
AP
2215
Adero Partners
California
$297K +$2.49K +25 +0.9%
FPGK
2216
Financial Partners Group (Kansas)
Kansas
$297K +$75.2K +754 +35%
BOS
2217
Bingham Osborn & Scarborough
California
$296K -$42.1K -422 -13%
GWSG
2218
GPS Wealth Strategies Group
Colorado
$296K -$21.7K -218 -7%
PTC
2219
Petrus Trust Company
Texas
$296K +$291K +2,915 New
ACM
2220
Avalon Capital Management
California
$296K +$291K +2,921 New
JWM
2221
JGP Wealth Management
Oregon
$295K -$232K -2,324 -44%
PMG
2222
Private Management Group
California
$295K -$499 -5 -0.2%
TLCM
2223
Twin Lakes Capital Management
California
$295K
SIC
2224
SFE Investment Counsel
California
$295K +$25.9K +260 +10%
WWM
2225
Wolff Wiese Magana
California
$294K -$18.7K -187 -6%

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.