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
SIC
1201
Shoker Investment Counsel
Ohio
$1.94M +$89.1K +893 +5%
BDS
1202
Banco de Sabadell
Florida
$1.94M +$1.74M +17,440 +91%
ET
1203
Equitable Trust
Tennessee
$1.93M +$137K +1,369 +8%
RDWM
1204
Red Door Wealth Management
Tennessee
$1.93M +$210K +2,103 +12%
LF
1205
Lantz Financial
Illinois
$1.92M +$29.9K +300 +2%
MW
1206
Marcum Wealth
Ohio
$1.91M +$389K +3,901 +26%
POIA
1207
Pin Oak Investment Advisors
Texas
$1.91M -$9.97K -100 -0.5%
CBT
1208
CoreFirst Bank & Trust
Kansas
$1.9M -$5.99K -60 -0.3%
WAM
1209
Wakefield Asset Management
Colorado
$1.9M +$10.4K +104 +0.6%
BCM
1210
Bayesian Capital Management
New York
$1.9M -$3.19M -32,018 -63%
KLCM
1211
KG&L Capital Management
Louisiana
$1.89M -$45.2K -453 -2%
LS
1212
Leelyn Smith
Illinois
$1.89M +$44.9K +450 +2%
YIA
1213
YHB Investment Advisors
Connecticut
$1.89M -$105K -1,049 -5%
BC
1214
Burney Company
Virginia
$1.88M +$22.7K +228 +1%
HWA
1215
HCR Wealth Advisors
California
$1.88M +$14.9K +149 +0.8%
OWA
1216
Outlook Wealth Advisors
Texas
$1.87M -$297K -2,977 -14%
WAP
1217
Wealthcare Advisory Partners
Pennsylvania
$1.86M +$434K +4,351 +31%
GAG
1218
GM Advisory Group
New York
$1.86M -$75.3K -755 -4%
SCA
1219
Strategic Capital Advisers
Colorado
$1.86M +$384K +3,852 +27%
TF
1220
Threadgill Financial
Texas
$1.86M +$1.77M +17,751 New
BWP
1221
Baldwin Wealth Partners
Massachusetts
$1.86M +$166K +1,668 +10%
SRC
1222
Shufro Rose & Co
New York
$1.86M -$2.99K -30 -0.2%
BPM
1223
Bowling Portfolio Management
Ohio
$1.86M -$10.5K -105 -0.6%
NPP
1224
New Potomac Partners
Maryland
$1.86M -$19.9K -200 -1%
BMO
1225
Beck Mack & Oliver
New York
$1.85M -$25.7K -258 -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.