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
HPWM
1651
Highland Private Wealth Management
Washington
$858K +$252K +2,531 +43%
BFPW
1652
BOK Financial Private Wealth
Colorado
$856K +$26.6K +267 +3%
WA
1653
Waverly Advisors
Alabama
$856K +$109K +1,095 +17%
CCA
1654
Childress Capital Advisors
Texas
$856K +$307K +3,081 +58%
SIA
1655
Strategic Investment Advisors
Michigan
$855K +$2.39K +24 +0.3%
SFG
1656
StrategIQ Financial Group
Indiana
$855K +$2.99K +30 +0.4%
KA
1657
KLCM Advisors
Wisconsin
$854K +$15.2K +152 +2%
SC
1658
Searle & Co
Connecticut
$853K
ASBI
1659
American State Bank (Iowa)
Iowa
$852K
CWS
1660
Cypress Wealth Services
California
$849K -$145K -1,449 -15%
PMFA
1661
Plante Moran Financial Advisors
Michigan
$848K -$18K -180 -2%
TCM
1662
Tradewinds Capital Management
Washington
$847K -$68.4K -686 -8%
GGS
1663
Galvin Gaustad & Stein
Arizona
$843K +$6.78K +68 +0.8%
WP
1664
WMS Partners
Maryland
$839K -$24.2K -243 -3%
SHA
1665
Seneca House Advisors
Virginia
$838K -$91.2K -914 -10%
IP
1666
Investment Partners
Ohio
$838K +$127K +1,269 +18%
PJSIMP
1667
P.J. Schmidt Investment Management (PJS)
Wisconsin
$837K -$109K -1,088 -13%
JWA
1668
JFS Wealth Advisors
Pennsylvania
$837K +$239K +2,398 +41%
CP
1669
Camelot Portfolios
Ohio
$836K -$224K -2,250 -21%
GP
1670
Girard Partners
Pennsylvania
$836K -$7.18K -72 -0.9%
SMA
1671
Sage Mountain Advisors
Georgia
$836K +$53.2K +533 +7%
VBCG
1672
Valley Brook Capital Group
Pennsylvania
$834K -$62.7K -629 -7%
MHI
1673
Miller Howard Investments
New York
$833K -$55.4K -555 -6%
SBL
1674
Sargent Bickham Lagudis
Colorado
$825K +$338K +3,393 +72%
VBFG
1675
Vishria Bird Financial Group
Tennessee
$825K +$610K +6,116 +303%

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.