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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
PNC
276
Park National Corp
Ohio
$27.6M +$468K +4,691 +2%
Dodge & Cox
277
Dodge & Cox
California
$27.6M -$352K -3,529 -1%
KAS
278
Kestra Advisory Services
Texas
$27.5M +$2M +20,062 +8%
OSAM
279
O'Shaughnessy Asset Management
Connecticut
$27.2M +$2.59M +25,958 +11%
TAM
280
Todd Asset Management
Kentucky
$27M -$172K -1,723 -0.6%
AIM
281
Avity Investment Management
Connecticut
$26.7M +$1.05M +10,545 +4%
SF
282
Synovus Financial
Georgia
$26.6M -$874K -8,767 -3%
MOACM
283
Mutual of America Capital Management
New York
$26.4M +$147K +1,469 +0.6%
DIA
284
Davidson Investment Advisors
Montana
$26.4M +$3.47M +34,823 +15%
QP
285
Quilter Plc
United Kingdom
$26.3M +$1.76M +17,606 +7%
DADC
286
D.A. Davidson & Co
Montana
$26.1M +$1.86M +18,611 +8%
PP
287
Palladium Partners
Virginia
$25.8M +$793K +7,949 +3%
II
288
IFM Investors
Australia
$25.8M +$45.7K +458 +0.2%
KIA
289
KCM Investment Advisors
California
$25.5M +$91.1K +913 +0.4%
CA
290
Cullinan Associates
Kentucky
$25.4M +$12.2M +122,541 +96%
VRS
291
Virginia Retirement Systems
Virginia
$25.4M -$26.3M -263,900 -51%
SYBT
292
Stock Yards Bank & Trust
Kentucky
$25.3M +$859K +8,610 +4%
RPC
293
Rossmore Private Capital
Connecticut
$24.9M +$65.8K +660 +0.3%
ZIC
294
ZWJ Investment Counsel
Georgia
$24.8M +$67.6K +678 +0.3%
COPPSERS
295
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$24.6M -$13.3M -133,592 -36%
CG
296
Colony Group
Massachusetts
$24.6M +$734K +7,354 +3%
WB
297
WesBanco Bank
West Virginia
$24.6M -$188K -1,880 -0.8%
TAM
298
Tocqueville Asset Management
New York
$24.4M +$192K +1,928 +0.8%
GHA
299
GW Henssler & Associates
Georgia
$23.8M -$872K -8,746 -4%
PI
300
PFS Investments
Georgia
$23.7M +$5.29M +53,043 +35%

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.