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
CIC
601
Cutler Investment Counsel
Oregon
$7.25M -$456K -4,572 -6%
FF
602
FourThought Financial
Florida
$7.25M +$1.57M +15,775 +28%
MA
603
Mutual Advisors
Nebraska
$7.25M +$1.17M +11,708 +20%
ICG
604
InterOcean Capital Group
Tennessee
$7.24M +$141K +1,417 +2%
NB
605
NBT Bank
New York
$7.23M -$68.9K -691 -1%
JWBC
606
J.W. Burns & Co
New York
$7.22M +$410K +4,115 +6%
SAM
607
Shell Asset Management
Netherlands
$7.22M -$3.54M -35,528 -33%
PCM
608
Parsons Capital Management
Rhode Island
$7.17M +$412K +4,126 +6%
NFC
609
Northeast Financial Consultants
Connecticut
$7.15M -$3.32M -33,244 -32%
RT
610
Rockland Trust
Massachusetts
$7.13M -$1.17M -11,728 -14%
SFS
611
Sowell Financial Services
Arkansas
$7.08M -$7.38K -74 -0.1%
HCM
612
Huber Capital Management
California
$7.06M +$738K +7,400 +12%
EWP
613
Engrave Wealth Partners
Texas
$7.03M +$617K +6,183 +10%
AIA
614
Allied Investment Advisors
Montana
$7.02M +$142K +1,424 +2%
SCP
615
Stamos Capital Partners
California
$7.02M -$738K -7,400 -10%
MCM
616
MAI Capital Management
Ohio
$6.96M +$815K +8,174 +14%
LWCFA
617
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.96M +$22.8K +229 +0.3%
CCP
618
Corient Capital Partners
California
$6.96M +$300K +3,003 +5%
BAM
619
Belpointe Asset Management
Nevada
$6.94M +$157K +1,575 +2%
CTA
620
Colonial Trust Advisors
South Carolina
$6.94M -$8.78K -88 -0.1%
VHAM
621
Van Hulzen Asset Management
California
$6.88M +$140K +1,400 +2%
KPCM
622
Kings Point Capital Management
New York
$6.84M +$413K +4,141 +7%
LNC
623
Lincoln National Corp
Pennsylvania
$6.83M +$63.2K +634 +1%
SWM
624
SeaCrest Wealth Management
New York
$6.81M -$59K -592 -0.9%
DCM
625
Dupont Capital Management
Delaware
$6.81M -$2.53M -25,342 -27%

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.