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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
TF
301
TIAA FSB
Florida
$23.6M -$272K -2,728 -1%
MLICM
302
Metropolitan Life Insurance Company (MetLife)
New York
$23.1M -$759K -7,606 -3%
FRM
303
Foundation Resource Management
Arkansas
$23.1M +$455K +4,566 +2%
ST
304
Sabal Trust
Florida
$22.9M +$606K +6,079 +3%
PR
305
Payden & Rygel
California
$22.9M -$14.3M -143,470 -39%
CFC
306
Cincinnati Financial Corp
Ohio
$22.7M
GI
307
Gradient Investments
Minnesota
$22.7M +$1.25M +12,526 +6%
MPWT
308
MassMutual Private Wealth & Trust
Connecticut
$22.6M +$1.77M +17,726 +9%
BBVA
309
Banco Bilbao Vizcaya Argentaria
Spain
$22.6M +$6.12M +61,393 +39%
BFS
310
Bradley Foster & Sargent
Connecticut
$22.1M -$1.13M -11,310 -5%
CC
311
Cannell & Co
New York
$21.7M -$3.45M -34,628 -14%
CAN
312
Cetera Advisor Networks
California
$21.6M +$1.5M +14,989 +8%
BNP Paribas Asset Management
313
BNP Paribas Asset Management
France
$21.2M +$12.8M +128,270 +158%
LCM
314
Logan Capital Management
Pennsylvania
$21M -$277K -2,776 -1%
BPWM
315
Badgley Phelps Wealth Managers
Washington
$20.9M +$20.6M +206,316 New
BS
316
Banco Santander
Spain
$20.8M +$1.9M +19,084 +10%
BF
317
BOK Financial
Oklahoma
$20.7M +$20.4M +204,394 New
USCWA
318
U.S. Capital Wealth Advisors
Texas
$20.6M +$20.4M +204,468 New
CM
319
Churchill Management
California
$20.6M +$278K +2,788 +1%
DDPIC
320
Deroy & Devereaux Private Investment Counsel
Michigan
$20.6M -$262K -2,629 -1%
SFI
321
Susquehanna Fundamental Investments
Pennsylvania
$20.5M +$11.1M +110,839 +121%
MSR
322
Main Street Research
Connecticut
$20.4M +$869K +8,709 +5%
AI
323
Atria Investments
North Carolina
$20.2M +$1.53M +15,347 +8%
Grantham, Mayo, Van Otterloo & Co (GMO)
324
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$20.2M -$995K -9,974 -5%
WFMPM
325
Woodley Farra Manion Portfolio Management
Indiana
$20.1M -$1.38M -13,789 -6%

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.