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
FGAM
2451
Financial Gravity Asset Management
Texas
$101K -$10.5K -105 -99%
CSC
2452
Cove Street Capital
California
$101K
FWC
2453
First Washington Corp
Washington
$101K
TFM
2454
TFC Financial Management
Massachusetts
$98K +$598 +6 +0.6%
CPFP
2455
Clear Perspectives Financial Planning
Ohio
$96K
CYG
2456
Clean Yield Group
Vermont
$91K
LD
2457
Lipe & Dalton
New York
$90K
HWM
2458
HighMark Wealth Management
Minnesota
$87K +$299 +3 +0.3%
IHWM
2459
Iron Horse Wealth Management
Iowa
$86K -$29.9K -300 -26%
DRS
2460
Deane Retirement Strategies
Louisiana
$85K -$1.78M -17,838 -95%
TCM
2461
TD Capital Management
Tennessee
$85K
ED
2462
Exane Derivatives
France
$84.9K -$1.2M -12,017 -93%
MWM
2463
Mascoma Wealth Management
New Hampshire
$83K +$81.2K +814 New
SMG
2464
Spectrum Management Group
Indiana
$81K +$79.5K +797 New
MWA
2465
Moser Wealth Advisors
Washington
$78K
HI
2466
Hoey Investments
Pennsylvania
$76K -$110K -1,100 -59%
TFIPS
2467
Towarzystwo Funduszy Inwestycyjnych PZU SA
$75.7K -$4.99K -50 -6%
LWA
2468
Lowe Wealth Advisors
Maryland
$75K
FFA
2469
Freedman Financial Associates
Massachusetts
$74K -$30K -301 -29%
PGAM
2470
Princeton Global Asset Management
New Jersey
$74K
IRAG
2471
Investment Research & Advisory Group
Georgia
$72K -$5.39K -54 -7%
TC
2472
Truvestments Capital
Florida
$72K +$3.99K +40 +6%
MIM
2473
Macroview Investment Management
Maryland
$69K +$3.29K +33 +5%
MSFP
2474
Mark Sheptoff Financial Planning
Connecticut
$68K
Skandinaviska Enskilda Banken (SEB)
2475
Skandinaviska Enskilda Banken (SEB)
Sweden
$65K

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.