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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
SI
226
Stephens Inc
Arkansas
$37.6M -$6.65M -66,686 -15%
MML Investors Services
227
MML Investors Services
Massachusetts
$36.3M +$5.51M +55,240 +18%
Acadian Asset Management
228
Acadian Asset Management
Massachusetts
$36.3M +$31.8M +318,458 +813%
BCIM
229
British Columbia Investment Management
British Columbia, Canada
$36.3M +$97.5K +978 +0.3%
BAM
230
Berkshire Asset Management
Pennsylvania
$36.2M +$984K +9,868 +3%
SMDAM
231
Sumitomo Mitsui DS Asset Management
Japan
$36.1M +$1.41M +14,113 +4%
ERSOT
232
Employees Retirement System of Texas
Texas
$36.1M +$6.12M +61,400 +21%
PCM
233
Penserra Capital Management
California
$35.7M +$9.25M +92,697 +36%
URS
234
Utah Retirement Systems
Utah
$35.5M -$1.86M -18,600 -5%
SLAM
235
Swiss Life Asset Management
$35.5M -$1.51M -15,129 -4%
SEI Investments
236
SEI Investments
Pennsylvania
$35.4M -$4.15M -41,562 -11%
CAI
237
Capital Advisors Inc
Oklahoma
$35.1M +$2.36M +23,688 +7%
AWM
238
AE Wealth Management
Kansas
$34.8M +$3.36M +33,670 +11%
EDRH
239
Edmond de Rothschild Holding
Switzerland
$34.7M -$1.03M -10,370 -3%
AssetMark Inc
240
AssetMark Inc
California
$34.5M +$1.51M +15,097 +5%
WF
241
Welch & Forbes
Massachusetts
$34.1M +$774K +7,762 +2%
WorldQuant Millennium Advisors
242
WorldQuant Millennium Advisors
New York
$34M +$1.94M +19,417 +6%
IWS
243
Insight Wealth Strategies
California
$33.8M +$433K +4,343 +1%
SFM
244
Stack Financial Management
Montana
$33.6M +$322K +3,225 +1%
FCI
245
Financial Counselors Inc
Kansas
$33.4M +$110K +1,105 +0.3%
PGFC
246
Peapack-Gladstone Financial Corp
New Jersey
$33.4M +$1.52M +15,268 +5%
State of Tennessee, Department of Treasury
247
State of Tennessee, Department of Treasury
Tennessee
$33.1M -$8.94M -89,652 -22%
Public Sector Pension Investment Board (PSP Investments)
248
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$33.1M +$2.31M +23,200 +8%
GG
249
Gofen & Glossberg
Illinois
$33.1M -$312K -3,128 -1%
SOADOR
250
State of Alaska Department of Revenue
Alaska
$32.3M -$423K -4,236 -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.