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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
HA
2351
HYA Advisors
Missouri
$219K +$798 +8 +0.4%
LIG
2352
Lokken Investment Group
Delaware
$219K +$3.19K +32 +2%
BA
2353
Bridgewater Associates
Connecticut
$219K +$216K +2,161 New
PP
2354
Prudential plc
United Kingdom
$217K -$27.9M -280,038 -99%
FPWM
2355
FSB Premier Wealth Management
Iowa
$217K -$90.6K -908 -30%
WA
2356
WESPAC Advisors
California
$217K +$214K +2,141 New
KFI
2357
Key Financial Inc
Pennsylvania
$216K -$50.9K -510 -19%
EA
2358
Ellsworth Advisors
Ohio
$216K
PAIM
2359
Punch & Associates Investment Management
Minnesota
$216K
LA
2360
Legacy Advisors
Pennsylvania
$216K +$1.3K +13 +0.6%
WP
2361
WealthShield Partners
North Carolina
$215K -$535K -5,359 -72%
WCWM
2362
Wooster Corthell Wealth Management
Connecticut
$215K -$10.9K -109 -5%
AA
2363
Auxano Advisors
Washington
$215K +$2.69K +27 +1%
SHJ
2364
Sharkey, Howes & Javer
Colorado
$215K +$20.1K +202 +11%
TC
2365
TAP Consulting
Missouri
$214K -$2.59K -26 -1%
VCM
2366
Vigilant Capital Management
Maine
$214K +$15K +150 +8%
MYIA
2367
Mount Yale Investment Advisors
Colorado
$214K +$210K +2,108 New
CWM
2368
Circle Wealth Management
New Jersey
$213K
UAML
2369
US Asset Management LLC
Pennsylvania
$213K +$209K +2,100 New
NG
2370
NWK Group
California
$212K -$34.9K -350 -14%
WA
2371
Wambolt & Associates
Colorado
$211K -$11.1K -111 -5%
IP
2372
Isthmus Partners
Wisconsin
$211K
CBOR
2373
Community Bank of Raymore
Missouri
$211K +$17K +170 +9%
PHAM
2374
Palisades Hudson Asset Management
Florida
$208K -$6.98K -70 -3%
BA
2375
Ballew Advisors
Mississippi
$208K +$192K +1,926 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.