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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
PFA
2276
Pinnacle Family Advisors
Missouri
$261K +$53.4K +535 +26%
PWMG
2277
Pinnacle Wealth Management Group
Michigan
$261K +$257K +2,575 New
SCA
2278
Stillwater Capital Advisors
Pennsylvania
$260K
MCM
2279
Manchester Capital Management
Vermont
$259K -$230K -2,308 -47%
PO
2280
Private Ocean
California
$259K -$23.8K -239 -9%
IAA
2281
Ironsides Asset Advisors
North Carolina
$258K -$27.4K -275 -10%
EBA
2282
Eagle Bay Advisors
New York
$258K +$133K +1,330 +111%
APW
2283
Acima Private Wealth
Virginia
$257K
SC
2284
Solstein Capital
California
$257K +$88.3K +885 +54%
HFG
2285
Heron Financial Group
New York
$256K
DMC
2286
Drexel Morgan & Co
Pennsylvania
$254K -$60.7K -609 -20%
PWM
2287
Palumbo Wealth Management
New York
$254K -$49.2K -493 -16%
BIA
2288
Barry Investment Advisors
Massachusetts
$254K +$27.9K +280 +13%
LC
2289
Landaas & Company
Wisconsin
$253K
SRSA
2290
S.R. Schill & Associates
Washington
$253K +$399 +4 +0.2%
BB
2291
Bell Bank
North Dakota
$252K -$4.49K -45 -2%
CAM
2292
Concorde Asset Management
Michigan
$252K +$42.8K +429 +21%
SHWM
2293
Smith & Howard Wealth Management
Georgia
$252K +$248K +2,485 New
BWM
2294
Baystate Wealth Management
Massachusetts
$251K -$37.8K -379 -13%
MA
2295
MJP Associates
Connecticut
$251K +$1.2K +12 +0.5%
P
2296
Paradiem
Louisiana
$250K
CCA
2297
Cadent Capital Advisors
Oklahoma
$250K +$399 +4 +0.2%
KCM
2298
Karp Capital Management
California
$250K +$36.4K +365 +17%
AWMG
2299
Alliance Wealth Management Group
New Jersey
$249K
ACM
2300
Armbruster Capital Management
New York
$249K

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.