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
BKA
901
Brick & Kyle Associates
Pennsylvania
$3.48M +$244K +2,445 +8%
PIMJS
902
PKO Investment Management Joint-Stock
Poland
$3.47M
AII
903
AGF Investments Inc
Ontario, Canada
$3.45M -$59.6K -598 -2%
HCM
904
Hengehold Capital Management
Ohio
$3.43M +$299 +3 +0%
FTA
905
Financial & Tax Architects
Missouri
$3.42M +$262K +2,629 +8%
PTC
906
Private Trust Company
Ohio
$3.42M +$340K +3,407 +11%
IMOV
907
Investment Management of Virginia
Virginia
$3.41M +$73.1K +733 +2%
SIM
908
Stratos Investment Management
Ohio
$3.36M +$749K +7,506 +29%
BCCM
909
Bridge Creek Capital Management
Massachusetts
$3.34M +$83.1K +833 +3%
SWMG
910
Signature Wealth Management Group
Georgia
$3.34M +$136K +1,368 +4%
LWM
911
Liberty Wealth Management
California
$3.33M -$86.5K -867 -3%
GI
912
GAMCO Investors
Connecticut
$3.32M -$157K -1,577 -5%
AHC
913
Adell Harriman & Carpenter
Texas
$3.31M +$612K +6,137 +23%
CAM
914
Columbia Asset Management
Michigan
$3.31M +$38.6K +387 +1%
MAM
915
Meeder Asset Management
Ohio
$3.31M +$589K +5,905 +22%
OIM
916
Opus Investment Management
Massachusetts
$3.3M
LG
917
LaFleur & Godfrey
Michigan
$3.29M +$307K +3,076 +10%
BMA
918
Brooks Moore & Associates
Tennessee
$3.27M +$23.3K +234 +0.7%
AMG
919
Advisors Management Group
Wisconsin
$3.27M -$11.5K -115 -0.4%
F
920
F3Logic
Minnesota
$3.27M +$105K +1,048 +3%
AFA
921
Arlington Financial Advisors
California
$3.26M +$24.7K +248 +0.8%
DWM
922
Destination Wealth Management
California
$3.26M -$167K -1,678 -5%
JG
923
Jefferies Group
New York
$3.25M -$2.4M -24,014 -43%
ACM
924
Argyle Capital Management
Pennsylvania
$3.25M
SSG
925
Summit Securities Group
New York
$3.25M +$328K +3,292 +11%

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.