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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
KOC
2301
Koss-Olinger Consulting
Florida
$249K
TCM
2302
Towercrest Capital Management
Pennsylvania
$249K
FFG
2303
Frisch Financial Group
New York
$249K +$13K +130 +6%
KW
2304
KWB Wealth
California
$249K +$50.4K +505 +26%
CIC
2305
Cornercap Investment Counsel
Georgia
$247K -$119K -1,196 -33%
EDRIA
2306
Edmonds Duncan Registered Investment Advisors
Kansas
$246K
FC
2307
Fusion Capital
South Carolina
$246K +$1.4K +14 +0.6%
DWP
2308
Destiny Wealth Partners
Florida
$245K -$104K -1,045 -30%
NCM
2309
Northwest Capital Management
Oregon
$245K -$4.29K -43 -2%
PFA
2310
Paradigm Financial Advisors
Missouri
$244K -$62.7K -629 -21%
AC
2311
Applied Capital
Arkansas
$244K
SIS
2312
Sound Income Strategies
Florida
$244K +$73.1K +733 +44%
BA
2313
Bridgewater Advisors
New York
$243K -$399 -4 -0.2%
TFGT
2314
TS Financial Group (TSFG)
Illinois
$243K +$499 +5 +0.2%
TW
2315
Towerpoint Wealth
California
$243K +$37.8K +379 +19%
SNBOSCI
2316
Security National Bank of Sioux City Iowa
Iowa
$241K +$236K +2,371 New
MC
2317
Matisse Capital
Oregon
$240K -$5.88K -59 -2%
SFM
2318
Signet Financial Management
New Jersey
$240K +$236K +2,368 New
HFS
2319
Howard Financial Services
Texas
$238K -$60.2K -604 -20%
NCM
2320
Noesis Capital Mangement
Florida
$238K
VCM
2321
Vivaldi Capital Management
Illinois
$238K
WFC
2322
Western Financial Corp
California
$238K +$1.1K +11 +0.5%
SFI
2323
SPC Financial Inc
Maryland
$237K -$37K -371 -14%
UFA
2324
US Financial Advisors
Massachusetts
$237K
HHGA
2325
Halbert Hargrove Global Advisors
California
$236K -$619K -6,203 -73%

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.