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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
AA
2426
Addison Advisors
Vermont
$136K -$23.5K -236 -15%
MIFH
2427
Migdal Insurance & Financial Holdings
Israel
$132K -$7.78K -78 -6%
LJHT
2428
Laurie J. Hall Trustee
$130K
TF
2429
TimeScale Financial
Massachusetts
$130K +$1.7K +17 +1%
CT
2430
Clearstead Trust
Maine
$129K +$31.4K +315 +33%
EAM
2431
Eukles Asset Management
Ohio
$128K -$83.6K -838 -40%
IFA
2432
Interactive Financial Advisors
Illinois
$125K
JWM
2433
Janiczek Wealth Management
Colorado
$125K +$22K +221 +22%
WR
2434
WD Rutherford
Oregon
$124K +$24.9K +250 +26%
CFG
2435
CKW Financial Group
Hawaii
$122K +$100 +1 +0.1%
ME
2436
McIlrath & Eck
Washington
$121K +$9.48K +95 +9%
NIM
2437
NuWave Investment Management
New Jersey
$120K +$118K +1,181 New
SWM
2438
Selective Wealth Management
Virginia
$117K
TAM
2439
Tucker Asset Management
Colorado
$116K +$12.9K +129 +15%
TC
2440
Trust Company
Kansas
$114K +$5.68K +57 +5%
CCA
2441
Column Capital Advisors
Indiana
$113K +$698 +7 +0.6%
EARNEST Partners
2442
EARNEST Partners
Georgia
$111K
KA
2443
Kozak & Associates
Colorado
$110K +$93.9K +941 New
WCMN
2444
Westchester Capital Management (Nebraska)
Nebraska
$108K
IWP
2445
IAG Wealth Partners
Wisconsin
$107K
PWM
2446
Prentice Wealth Management
New York
$107K
AA
2447
AlphaMark Advisors
Kentucky
$107K +$4.19K +42 +4%
CMA
2448
Cedar Mountain Advisors
Oregon
$107K +$6.98K +70 +7%
FEG
2449
Financial Enhancement Group
Indiana
$105K
PP
2450
PrairieView Partners
Minnesota
$104K +$22.7K +228 +29%

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.