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
PWM
1926
PBMares Wealth Management
Virginia
$505K -$33.8K -339 -6%
NED
1927
Nancy E. Dempze
$505K
ACM
1928
Antonetti Capital Management
Florida
$505K +$496K +4,975 New
AIA
1929
Angeles Investment Advisors
California
$505K +$496K +4,977 New
NRI
1930
NFP Retirement Inc
California
$504K +$161K +1,619 +48%
HFAS
1931
Hummer Financial Advisory Services
Illinois
$504K
SG
1932
Stonnington Group
California
$503K +$69.7K +699 +18%
MSCM
1933
McElhenny Sheffield Capital Management
Texas
$503K +$495K +4,961 New
BFM
1934
Boothbay Fund Management
New York
$502K +$493K +4,944 New
MPPLM
1935
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$501K +$10.2K +102 +2%
FNBOH
1936
First National Bank of Hutchinson
Kansas
$501K +$212K +2,121 +75%
DAM
1937
Derbend Asset Management
Georgia
$500K -$1.4K -14 -0.3%
DI
1938
DFPG Investments
Utah
$500K +$5.29K +53 +1%
OCG
1939
Opus Capital Group
Ohio
$499K -$125K -1,250 -20%
HFA
1940
HC Financial Advisors
California
$499K -$8.98K -90 -2%
KC
1941
Kingfisher Capital
North Carolina
$499K +$6.68K +67 +1%
HI
1942
Hendershot Investments
Virginia
$497K
PPG
1943
Peak Planning Group
Colorado
$497K +$488K +4,894 New
AIC
1944
Argus Investors Counsel
New York
$496K +$488K +4,888 New
BA
1945
Ballast Advisors
Minnesota
$495K -$11.7K -117 -2%
MAG
1946
Mayfair Advisory Group
Alabama
$495K
KCPG
1947
Kavar Capital Partners Group
Kansas
$494K -$10.9K -109 -2%
JMFC
1948
J.M. Forbes & Co
Massachusetts
$492K -$37.5K -376 -7%
SCM
1949
SOL Capital Management
Maryland
$492K -$9.97K -100 -2%
GG
1950
Greenwood Gearhart
Arkansas
$492K +$483K +4,846 New

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.