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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
PI
326
Putnam Investments
Massachusetts
$20.1M -$1.04M -10,380 -5%
FT
327
Fiduciary Trust
Massachusetts
$20M -$357K -3,579 -2%
QC
328
Quadrature Capital
United Kingdom
$19.9M +$13.9M +139,813 +248%
RJT
329
Raymond James Trust
Florida
$19.9M -$829K -8,315 -4%
GIA
330
Guyasuta Investment Advisors
Pennsylvania
$19.8M +$1.61M +16,150 +9%
BSA
331
Braun Stacey Associates
New York
$19.8M -$445K -4,461 -2%
VWM
332
Valley Wealth Managers
New Jersey
$19.7M +$110K +1,099 +0.6%
NB
333
Norinchukin Bank
Japan
$19.6M +$643K +6,443 +3%
BB
334
Busey Bank
Illinois
$19.6M +$5.48M +54,958 +40%
AWM
335
Absher Wealth Management
North Carolina
$19.4M +$4.09M +41,004 +27%
FNBOO
336
First National Bank of Omaha
Nebraska
$19.4M -$250K -2,509 -1%
CTC
337
Central Trust Company
Missouri
$19.2M -$1.54M -15,424 -8%
Schroder Investment Management Group
338
Schroder Investment Management Group
United Kingdom
$19.1M +$3.41M +34,234 +22%
CIBC World Market
339
CIBC World Market
Ontario, Canada
$19.1M -$28.1M -281,331 -60%
GGI
340
Godsey & Gibb Inc
Virginia
$19M +$18.7M +187,763 New
DILIC
341
Dai-ichi Life Insurance Company
Japan
$19M -$1.4M -14,016 -7%
HIMCH
342
Hartford Investment Management Co (HIMCO)
Connecticut
$19M -$2.28M -22,863 -11%
SAAM
343
Solus Alternative Asset Management
New Jersey
$18.9M +$12.5M +125,818 +208%
CC
344
Cadinha & Co
Hawaii
$18.8M +$16.8M +168,097 +996%
PSUF
345
People's United Financial
Connecticut
$18.7M -$4.78M -47,940 -21%
OC
346
Oppenheimer & Co
New York
$18.7M -$27.7K -278 -0.2%
BPC
347
Banque Pictet & Cie
Switzerland
$18.6M +$1.63M +16,380 +10%
GT
348
Glenview Trust
Kentucky
$18.5M +$256K +2,570 +1%
JCM
349
Janney Capital Management
Pennsylvania
$18.5M -$320K -3,206 -2%
AF
350
Ally Financial
Michigan
$18.3M +$1.5M +15,000 +9%

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.