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
IWM
1351
IHT Wealth Management
Illinois
$1.47M -$1.91M -19,192 -57%
FMB
1352
Field & Main Bank
Kentucky
$1.47M +$17.5K +175 +1%
ACM
1353
Allred Capital Management
Texas
$1.46M -$93.1K -933 -6%
GP
1354
Greenline Partners
New York
$1.46M -$73.7K -739 -5%
BCM
1355
Bluefin Capital Management
New York
$1.46M +$276K +2,765 +24%
MC
1356
Martin & Co
Tennessee
$1.46M +$133K +1,335 +10%
TFS
1357
Thoroughbred Financial Services
Tennessee
$1.46M +$378K +3,792 +36%
PMG
1358
ProVise Management Group
Florida
$1.46M +$100 +1 +0%
CFFP
1359
Center for Financial Planning
Michigan
$1.45M -$86K -862 -6%
PWA
1360
Providence Wealth Advisors
Illinois
$1.45M +$90.4K +906 +7%
BAAM
1361
Baker Avenue Asset Management
California
$1.45M -$7.98K -80 -0.6%
CCM
1362
Condor Capital Management
New Jersey
$1.45M +$12.8K +128 +0.9%
AL
1363
Aspiriant LLC
California
$1.45M -$26K -261 -2%
S
1364
SignatureFD
Georgia
$1.45M -$12.4K -124 -0.9%
CCIA
1365
Campbell & Co Investment Adviser
Maryland
$1.45M +$1.16M +11,600 +438%
SWM
1366
Sculati Wealth Management
Michigan
$1.45M +$18.5K +185 +1%
BSA
1367
Bull Street Advisors
Georgia
$1.44M +$52.8K +529 +4%
AIC
1368
Archer Investment Corporation
Indiana
$1.44M
ACP
1369
Aveo Capital Partners
Colorado
$1.44M -$23.2K -233 -2%
NAMP
1370
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.44M
SSI
1371
Scott & Selber Inc
Texas
$1.43M -$11.5K -115 -0.8%
PCS
1372
Personal CFO Solutions
New Jersey
$1.43M -$12.3K -123 -0.9%
TA
1373
TFG Advisers
Michigan
$1.43M -$58.5K -587 -4%
FCCM
1374
First City Capital Management
Georgia
$1.43M +$87.8K +880 +7%
OC
1375
Oakworth Capital
Alabama
$1.43M -$798 -8 -0.1%

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.