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
VFM
1276
Vivid Financial Management
California
$1.69M -$126K -1,259 -7%
CCM
1277
Compton Capital Management
Rhode Island
$1.69M +$115K +1,148 +7%
CST
1278
Charles Schwab Trust
Nevada
$1.68M -$252K -2,525 -13%
SIM
1279
Studio Investment Management
Illinois
$1.68M +$1.65M +16,555 New
TSWM
1280
Triangle Securities Wealth Management
North Carolina
$1.68M +$48.3K +484 +3%
TCOO
1281
Trust Company of Oklahoma
Oklahoma
$1.67M -$79.6K -798 -5%
BMC
1282
Benin Management Corp
Connecticut
$1.67M -$1.3K -13 -0.1%
HRC
1283
Hoertkorn Richard Charles
$1.67M +$122K +1,225 +8%
SC
1284
Savant Capital
Illinois
$1.67M -$257K -2,581 -14%
PPP
1285
Private Portfolio Partners
New Jersey
$1.67M +$25.9K +260 +2%
TA
1286
Townsend & Associates
Colorado
$1.66M +$139K +1,390 +10%
PA
1287
PFG Advisors
Arizona
$1.66M -$151K -1,518 -9%
VCAM
1288
Van Cleef Asset Management
Ohio
$1.66M +$1.1K +11 +0.1%
BHTS
1289
Bar Harbor Trust Services
Maine
$1.65M +$131K +1,314 +9%
RSVP
1290
Ramsay Stattman Vela & Price
Colorado
$1.65M +$190K +1,902 +13%
SFS
1291
Solitude Financial Services
Virginia
$1.64M +$66K +662 +4%
PWMG
1292
Prestige Wealth Management Group
New Jersey
$1.64M +$315K +3,163 +24%
OBGC
1293
O'Brien Greene & Co
Pennsylvania
$1.62M
DFA
1294
Delta Financial Advisors
Louisiana
$1.62M +$3.69K +37 +0.2%
IR
1295
IAT Reinsurance
New York
$1.62M
PPWP
1296
Proquility Private Wealth Partners
Nevada
$1.62M +$48.8K +489 +3%
BJL
1297
Brighton Jones LLC
Washington
$1.62M +$138K +1,380 +9%
ACM
1298
ACT Capital Management
Pennsylvania
$1.62M +$1.6M +16,000 New
FWM
1299
Foresight Wealth Management
Utah
$1.62M -$208K -2,084 -12%
LI
1300
Lafayette Investments
Maryland
$1.62M +$120K +1,200 +8%

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.