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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
FI
2251
Financial Insights
Washington
$273K +$19.9K +200 +8%
CWA
2252
Clarus Wealth Advisors
Arizona
$273K +$257K +2,577 New
CAM
2253
Cozad Asset Management
Illinois
$272K -$8.98K -90 -3%
ACM
2254
Ashford Capital Management
Delaware
$271K
CWM
2255
Centric Wealth Management
Illinois
$270K
PGA
2256
Portland Global Advisors
Maine
$270K
KM
2257
Kalos Management
Georgia
$270K +$243K +2,440 New
HI
2258
HBK Investments
Texas
$269K +$264K +2,649 New
GEA
2259
Glen Eagle Advisors
New Jersey
$269K
MC
2260
Machina Capital
France
$268K +$263K +2,638 New
AC
2261
Apella Capital
Connecticut
$267K -$19.9K -200 -7%
CF
2262
Clarity Financial
Texas
$267K +$9.97K +100 +4%
UH
2263
Unigestion Holding
Switzerland
$266K -$386K -3,868 -60%
AIFAIM
2264
American Institute for Advanced Investment Management
Arizona
$266K -$181K -1,813 -41%
NPPM
2265
North Point Portfolio Managers
Ohio
$266K
LAS
2266
Lloyd Advisory Services
Georgia
$266K +$4.29K +43 +2%
SCM
2267
Silvant Capital Management
Georgia
$265K
TIM
2268
Total Investment Management
Arizona
$265K +$1.1K +11 +0.4%
SAM
2269
Secure Asset Management
Michigan
$264K -$10.5K -105 -4%
LF
2270
Lee Financial
Texas
$264K +$59.1K +593 +30%
CWC
2271
Carolinas Wealth Consulting
North Carolina
$262K -$95.8K -960 -27%
ODG
2272
O'Dell Group
Ohio
$262K +$598 +6 +0.2%
TCB
2273
Texas Capital Bancshares
Texas
$261K -$798 -8 -0.3%
PCM
2274
Princeton Capital Management
New Jersey
$261K
WWA
2275
WC Walker & Associates
California
$261K +$14.5K +145 +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.