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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
OWA
2376
One Wealth Advisors
California
$208K +$205K +2,055 New
PS
2377
Portfolio Solutions
Michigan
$207K -$9.97K -100 -5%
FWP
2378
Falcon Wealth Planning
California
$207K +$204K +2,042 New
PCM
2379
Pointe Capital Management
Michigan
$206K -$288K -2,890 -59%
SNBOSD
2380
Security National Bank of So Dak
Iowa
$206K -$128K -1,280 -39%
PAI
2381
Pittenger & Anderson Inc
Nebraska
$206K -$72.3K -725 -26%
GCMG
2382
Gyroscope Capital Management Group
Florida
$206K -$19.9K -200 -9%
LCS
2383
Levin Capital Strategies
New York
$206K
TWM
2384
Triton Wealth Management
Arizona
$206K +$188K +1,883 New
FP
2385
Financial Perspectives
Minnesota
$204K
WWM
2386
Windsor Wealth Management
Indiana
$204K -$77.3K -775 -28%
BI
2387
Blooom Inc
Kansas
$204K +$4.29K +43 +2%
NFG
2388
Nadler Financial Group
Illinois
$203K -$81.7K -819 -29%
TCWA
2389
Ten Capital Wealth Advisors
Washington
$203K -$24.9K -250 -11%
HAIM
2390
Hunter Associates Investment Management
Pennsylvania
$203K
II
2391
Inspire Investing
Idaho
$203K
MCC
2392
Malaga Cove Capital
California
$203K
SJL
2393
Shayne & Jacobs LLC
Tennessee
$203K
VIM
2394
Vancity Investment Management
British Columbia, Canada
$203K
FWM
2395
ForthRight Wealth Management
Georgia
$203K +$199K +1,999 New
CA
2396
Corrado Advisors
New Jersey
$201K
1W
2397
1776 Wealth
Georgia
$200K -$29.1K -292 -13%
BIP
2398
Blueprint Investment Partners
North Carolina
$200K +$196K +1,969 New
MAM
2399
McCarthy Asset Management
California
$196K -$48.2K -483 -20%
BIA
2400
Bell Investment Advisors
California
$196K +$192K +1,929 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.