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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
HWMA
2401
Heritage Wealth Management (Arizona)
Arizona
$194K -$2.39K -24 -1%
AWM
2402
AllSquare Wealth Management
New York
$193K
LWA
2403
Lenox Wealth Advisors
New York
$192K +$86.3K +865 +84%
AL
2404
ADE LLC
Maryland
$191K
HFM
2405
Harvest Fund Management
China
$191K
SFP
2406
Sterling Financial Planning
New Jersey
$190K
AIL
2407
AGF Investments LLC
Ontario, Canada
$189K -$14K -140 -7%
T
2408
TOBAM
France
$185K +$42.3K +424 +30%
LC
2409
Lindbrook Capital
California
$184K +$47.3K +474 +35%
KFS
2410
Kelly Financial Services
Massachusetts
$184K -$20M -200,268 -99%
MAWCM
2411
Mine & Arao Wealth Creation & Management
California
$174K -$27.3K -274 -14%
IRC
2412
Investors Research Corp
Georgia
$171K
BAM
2413
Bellevue Asset Management
Washington
$170K -$4.59K -46 -3%
RCM
2414
Regency Capital Management
Hawaii
$169K +$16.5K +165 +11%
CIM
2415
Contravisory Investment Management
Massachusetts
$159K
FWM
2416
Focused Wealth Management
New York
$159K +$40.7K +408 +35%
TIM
2417
Tortoise Investment Management
New York
$153K -$59.8K -600 -28%
WAS
2418
Winch Advisory Services
Wisconsin
$146K +$11.6K +116 +9%
PWA
2419
Phoenix Wealth Advisors
North Carolina
$146K +$46.1K +462 +47%
AAMU
2420
AEGON Asset Management (UK)
United Kingdom
$145K
MCM
2421
MV Capital Management
Maryland
$142K +$12.2K +122 +10%
TFO
2422
Tarbox Family Office
California
$140K -$3.59K -36 -3%
LFG
2423
Larson Financial Group
Missouri
$140K +$19.1K +191 +16%
OBWP
2424
O'Brien Wealth Partners
Massachusetts
$138K -$91.1K -913 -41%
SSC
2425
Syverson Strege & Co
Iowa
$137K +$199 +2 +0.1%

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.