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
RZH
2226
Relyea Zuckerberg Hanson
Connecticut
$292K +$15.9K +159 +6%
NIC
2227
Northwest Investment Counselors
Oregon
$292K +$287K +2,880 New
GKWIM
2228
Gerber Kawasaki Wealth & Investment Management
California
$291K -$2.59K -26 -0.9%
SFG
2229
Sather Financial Group
Texas
$290K
JCM
2230
Jag Capital Management
Missouri
$290K +$285K +2,862 New
CWP
2231
Concord Wealth Partners
Virginia
$289K -$85.9K -861 -23%
AP
2232
Arlington Partners
Alabama
$288K +$189K +1,897 +202%
FHC
2233
First Heartland Consultants
Missouri
$285K -$77.6K -778 -22%
PCMC
2234
Private Capital Management (Colorado)
Colorado
$284K -$3.69K -37 -1%
IA
2235
Insight Advisors
Pennsylvania
$282K -$41.3K -414 -14%
AWM
2236
Accel Wealth Management
Iowa
$282K +$2.39K +24 +0.9%
HWM
2237
HFR Wealth Management
New York
$280K -$4.95M -49,622 -95%
LSC
2238
Lesa Sroufe & Co
Washington
$279K
GC
2239
Gibson Capital
Pennsylvania
$279K +$26.9K +270 +11%
SWG
2240
Summit Wealth Group
Vermont
$279K +$274K +2,752 New
TAM
2241
Trillium Asset Management
Massachusetts
$277K +$5.99K +60 +2%
KP
2242
Keel Point
Alabama
$277K +$10.7K +107 +4%
BCM
2243
Breiter Capital Management
Florida
$275K -$103K -1,029 -27%
JEST
2244
JTC Employer Solutions Trustee
Jersey
$275K
GF
2245
Gries Financial
Ohio
$274K -$128K -1,286 -32%
LF
2246
LifeSteps Financial
California
$274K
PFA
2247
Pettinga Financial Advisors
Indiana
$274K +$15K +150 +6%
SWP
2248
Strategic Wealth Partners
Ohio
$274K +$270K +2,706 New
BEC
2249
Blue Edge Capital
Virginia
$274K
BP
2250
Broadleaf Partners
Ohio
$273K

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.