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Chevron

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.

New
Increased
Maintained
Reduced
Closed

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: 4169 (+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: 2,4802,571 (+91)

0.86% more ownership

Funds ownership: 66.4%67.26% (+0.86%)

Holders
2,571
Holders Change
+91
Holders Change %
+3.67%
% of All Funds
45.14%
Holding in Top 10
69
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+68.29%
% of All Funds
1.21%
New
227
Increased
1,223
Reduced
878
Closed
109
Calls
$2.27B
Puts
$1.94B
Net Calls
+$324M
Net Calls Change
+$302M
Name Holding Trade Value Shares
Change
Change in
Stake
PSUF
301
People's United Financial
Connecticut
$24.4M +$2.22M +22,783 +11%
CC
302
Cannell & Co
New York
$24.3M -$152K -1,552 -0.7%
BS
303
Banco Santander
Spain
$24M -$2.25M -23,048 -9%
DIA
304
Davidson Investment Advisors
Montana
$23.9M +$487K +4,988 +2%
OSAM
305
O'Shaughnessy Asset Management
Connecticut
$23.8M +$10.7M +109,413 +93%
CFC
306
Cincinnati Financial Corp
Ohio
$23.5M
QP
307
Quilter Plc
United Kingdom
$23.3M +$2.14M +21,911 +11%
FRM
308
Foundation Resource Management
Arkansas
$23.2M +$270K +2,761 +1%
ZCM
309
Ziegler Capital Management
Illinois
$23.1M -$5.27M -54,018 -20%
BFS
310
Bradley Foster & Sargent
Connecticut
$23M +$936K +9,589 +5%
WFMPM
311
Woodley Farra Manion Portfolio Management
Indiana
$22.8M +$205K +2,100 +1%
PI
312
Putnam Investments
Massachusetts
$22.6M -$2.5M -25,639 -11%
HIMCH
313
Hartford Investment Management Co (HIMCO)
Connecticut
$22.6M -$785K -8,042 -4%
FT
314
Fiduciary Trust
Massachusetts
$22.5M -$193K -1,980 -0.9%
ST
315
Sabal Trust
Florida
$22.5M +$708K +7,246 +3%
DILIC
316
Dai-ichi Life Insurance Company
Japan
$22.4M +$647K +6,625 +3%
LCM
317
Logan Capital Management
Pennsylvania
$22M +$606K +6,207 +3%
RT
318
Rockland Trust
Massachusetts
$22M +$314K +3,212 +2%
II
319
IFM Investors
Australia
$21.6M +$2.03M +20,823 +11%
RJT
320
Raymond James Trust
Florida
$21.6M +$774K +7,927 +4%
DDPIC
321
Deroy & Devereaux Private Investment Counsel
Michigan
$21.6M +$6.95M +71,128 +53%
CTC
322
Central Trust Company
Missouri
$21.5M +$550K +5,630 +3%
B
323
BP
United Kingdom
$21.3M +$12.6M +128,814 +173%
SDIC
324
South Dakota Investment Council
South Dakota
$21.2M -$2.08M -21,269 -9%
BF
325
BOK Financial
Oklahoma
$21.2M -$86.7K -888 -0.4%

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.