Chevron
CVX
2,571 hedge funds and large institutions have $135B invested in Chevron in 2021 Q1 according to their latest regulatory filings, with 227 funds opening new positions, 1,223 increasing their positions, 878 reducing their positions, and 109 closing their positions.
108% more first-time investments, than exits
New positions opened: 227 | Existing positions closed: 109
68% more funds holding in top 10
Funds holding in top 10: 41 → 69 (+28)
39% more repeat investments, than reductions
Existing positions increased: 1,223 | Existing positions reduced: 878
25% more capital invested
Capital invested by funds: $108B → $135B (+$27.4B)
17% more call options, than puts
Call options by funds: $2.27B | Put options by funds: $1.94B
4% more funds holding
Funds holding: 2,480 → 2,571 (+91)
0.86% more ownership
Funds ownership: 66.4% → 67.26% (+0.86%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$965M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$618M |
| 3 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$517M |
| 4 |
BlackRock
New York
|
+$507M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$396M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$2.42B |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$257M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$226M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$177M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$168M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VFIC
2676
Valley Forge Investment Consultants
Audubon,
Pennsylvania
| – | -$9K | -111 | Closed |
|
|
MS
2677
Marshall & Sullivan
Seattle,
Washington
| – | -$800 | -68 | Closed |
|
|
BDWCC
2678
B&D White Capital Company
Lakeway,
Texas
| – | -$3K | -45 | Closed |
|
2679
Simplex Trading
Chicago,
Illinois
| – | -$1.47K | -15 | Closed |
|
|
ICM
2680
Islay Capital Management
Lubbock,
Texas
| – | +$195 | +2 | New |
|
|
FCAS
2681
First Command Advisory Services
Fort Worth,
Texas
| – | +$17.6K | +180 | New |
|
CVX Hedge Fund Activity: Q1 2021 in Review
2,571 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q1 2021, worth a combined $135B — up 25% from $108B a quarter earlier.
Buyers outnumbered sellers: 227 funds opened new CVX positions and 109 closed out — a net gain of 118 holders — while 1,223 added to existing stakes and 878 trimmed.
The largest buyer was State Street, adding an estimated $965M. The largest seller was Berkshire Hathaway, cutting an estimated $2.42B.
- 2,571 institutional investors held Chevron (CVX) as of Q1 2021, up from 2,480 in Q4 2020.
- Funds reported $135B of Chevron stock for Q1 2021, up 25% quarter-over-quarter.
- 227 funds opened new Chevron positions in Q1 2021 and 109 closed out, a net change of +118 holders.
- The largest Chevron buyer in Q1 2021 was State Street, an estimated $965M added.
- The largest Chevron seller in Q1 2021 was Berkshire Hathaway, an estimated $2.42B sold.
Based on aggregated 13F filings for Q1 2021.