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
JGIA
1976
Jackson Grant Investment Advisers
Connecticut
$471K -$8.18K -82 -2%
RHJA
1977
Rice Hall James & Associates
California
$471K
PCP
1978
Proficio Capital Partners
Massachusetts
$470K -$8.28K -83 -2%
EIP
1979
Ellis Investment Partners
Pennsylvania
$470K +$5.49K +55 +1%
LB
1980
Leo Brokerage
Texas
$469K -$53.7K -538 -10%
CCM
1981
Canal Capital Management
Virginia
$469K -$7.08K -71 -2%
I
1982
INVST
Indiana
$468K +$63.1K +633 +16%
MMC
1983
Mizuho Markets Cayman
Cayman Islands
$468K +$460K +4,609 New
APW
1984
Austin Private Wealth
Texas
$467K +$61.6K +618 +16%
EBSAM
1985
Eubel Brady & Suttman Asset Management
Ohio
$466K -$2.1K -21 -0.5%
SW
1986
StrongBox Wealth
Missouri
$465K +$73.8K +740 +19%
PCA
1987
Pallas Capital Advisors
Massachusetts
$462K -$31.7K -318 -7%
TA
1988
Tectonic Advisors
Texas
$462K +$51.1K +512 +13%
AGA
1989
Arkos Global Advisors
Texas
$462K +$159K +1,590 +54%
WI
1990
Wedgewood Investors
Pennsylvania
$461K -$13.3K -133 -3%
CC
1991
Cornerstone Capital
California
$461K -$7.68K -77 -2%
CIM
1992
CIM Investment Management
Pennsylvania
$460K -$2.69K -27 -0.6%
ACS
1993
Archford Capital Strategies
Illinois
$460K +$111K +1,109 +32%
TF
1994
Trek Financial
Arizona
$459K +$13.4K +134 +3%
FBFS
1995
First Business Financial Services
Wisconsin
$459K +$32.9K +330 +8%
GA
1996
Gateway Advisory
New Jersey
$459K +$117K +1,178 +35%
IFG
1997
Investors Financial Group
Minnesota
$456K +$399 +4 +0.1%
CNB
1998
Camden National Bank
Maine
$454K -$67K -672 -13%
RFN
1999
RDA Financial Network
Iowa
$454K +$30.5K +306 +7%
BWM
2000
Birchcreek Wealth Management
Ohio
$453K -$5.19K -52 -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.