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
SMF
2326
Sterling Manor Financial
New York
$236K -$499K -5,000 -68%
CWA
2327
Capital Wealth Alliance
Arizona
$236K -$9.68K -97 -4%
TFF
2328
The Family Firm
Maryland
$236K -$199 -2 -0.1%
SFG
2329
Sunburst Financial Group
Alabama
$236K
GC
2330
Gruss & Co
Florida
$233K
OAM
2331
Occidental Asset Management
California
$233K +$10.6K +106 +5%
CFAM
2332
Center For Asset Management
Florida
$233K +$12.7K +127 +6%
APC
2333
Aspire Private Capital
North Carolina
$232K +$10.5K +105 +5%
TIA
2334
Tiemann Investment Advisors
California
$231K -$79.8K -800 -26%
SCG
2335
Sonata Capital Group
Washington
$230K -$81.7K -819 -27%
PCMC
2336
Paragon Capital Management (Colorado)
Colorado
$230K -$59K -592 -21%
ONST
2337
Old North State Trust
North Carolina
$230K
KAM
2338
Knightsbridge Asset Management
California
$228K +$224K +2,250 New
AC
2339
AlphaCore Capital
California
$226K -$22.2K -223 -9%
CCM
2340
Check Capital Management
California
$226K
MPM
2341
Meritage Portfolio Management
Kansas
$226K
IWA
2342
IVC Wealth Advisors
Pennsylvania
$225K +$299 +3 +0.1%
HC
2343
Henshaw Capital
Massachusetts
$224K +$221K +2,211 New
FAM
2344
Flaharty Asset Management
Florida
$223K +$499 +5 +0.2%
BBW
2345
Blue Barn Wealth
Utah
$223K +$219K +2,195 New
AIM
2346
Axiom Investment Management
New York
$220K -$265K -2,656 -55%
MA
2347
Modus Advisors
Minnesota
$220K
LP
2348
LGL Partners
Pennsylvania
$220K +$399 +4 +0.2%
IAP
2349
Indie Asset Partners
Indiana
$220K +$217K +2,171 New
DM
2350
Diker Management
New York
$219K

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.