We are live on ! Find out more
CVX icon

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
AOWM
476
Alpha Omega Wealth Management
Virginia
$10.5M +$74.7K +749 +0.7%
WS
477
Wedbush Securities
California
$10.4M +$119K +1,195 +1%
DP
478
Dearborn Partners
Illinois
$10.4M -$73.3K -735 -0.7%
CT
479
Cambridge Trust
Massachusetts
$10.4M -$173K -1,739 -2%
ISL
480
Ingalls & Snyder LLC
New York
$10.4M -$261K -2,614 -2%
GAI
481
General American Investors
New York
$10.3M +$499K +5,000 +5%
IWP
482
Icon Wealth Partners
Texas
$10.3M -$568K -5,698 -5%
FVCM
483
F&V Capital Management
Florida
$10.3M -$499 -5 -0%
TCM
484
Telos Capital Management
California
$10.3M +$1.54M +15,426 +18%
BIM
485
Bridges Investment Management
Nebraska
$10.1M -$202K -2,022 -2%
ALAM
486
Asahi Life Asset Management
Japan
$10.1M -$742K -7,438 -7%
ASN
487
Advisory Services Network
Georgia
$10.1M +$1.83M +18,364 +23%
Capstone Investment Advisors
488
Capstone Investment Advisors
New York
$10.1M -$1.32M -13,200 -12%
WSFS
489
Wilmington Savings Fund Society
Delaware
$10.1M -$24.7K -248 -0.2%
TTWM
490
TCV Trust & Wealth Management
Virginia
$10.1M +$157K +1,573 +2%
BCM
491
BTC Capital Management
Iowa
$10.1M +$177K +1,778 +2%
WIC
492
Willis Investment Counsel
Georgia
$10.1M -$1.6K -16 -0%
BCM
493
Bridgeway Capital Management
Texas
$10.1M +$359K +3,600 +4%
CAG
494
Crestwood Advisors Group
Massachusetts
$10M -$1.47M -14,721 -13%
MFA
495
Mayflower Financial Advisors
Massachusetts
$10M +$2.01M +20,172 +29%
GIM
496
Goelzer Investment Management
Indiana
$10M -$659K -6,605 -6%
CC
497
Carlson Capital
Texas
$10M +$9.84M +98,700 New
PA
498
Profund Advisors
Maryland
$10M -$2.23M -22,316 -18%
LW
499
Linscomb Wealth
Texas
$9.91M +$26.2K +263 +0.3%
GAM
500
Guinness Asset Management
United Kingdom
$9.83M +$339K +3,400 +3%

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.