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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
FHA
401
First Horizon Advisors
Tennessee
$13.7M +$11.5M +115,391 +577%
EMPI
402
Elo Mutual Pension Insurance
Finland
$13.7M
SG Americas Securities
403
SG Americas Securities
New York
$13.7M -$63M -632,026 -82%
1832 Asset Management
404
1832 Asset Management
Ontario, Canada
$13.7M -$31.4M -315,263 -71%
JFL
405
Jarislowsky, Fraser Ltd
Quebec, Canada
$13.6M -$1.46M -14,619 -10%
CIS
406
Connors Investor Services
Pennsylvania
$13.5M +$197K +1,979 +2%
Assenagon Asset Management
407
Assenagon Asset Management
Luxembourg
$13.5M +$9.3M +93,266 +233%
OA
408
Oxbow Advisors
Texas
$13.5M +$1.12M +11,246 +9%
GD
409
Grandfield & Dodd
New York
$13.4M +$357K +3,577 +3%
BG
410
Bollard Group
Massachusetts
$13.4M +$894K +8,960 +7%
CIA
411
Capital Investment Advisors
Georgia
$13.4M +$1.01M +10,170 +8%
SPC
412
Stewart & Patten Company
California
$13.4M -$148K -1,487 -1%
RIL
413
Rothschild Investment LLC
Illinois
$13.4M -$225K -2,256 -2%
ECG
414
Edge Capital Group
Georgia
$13.3M +$4.49M +45,037 +52%
CA
415
Cetera Advisors
Colorado
$13.3M +$1.32M +13,259 +11%
WTC
416
WhitTier Trust Company
Nevada
$13.3M +$63.6K +638 +0.5%
BBA
417
BLB&B Advisors
Pennsylvania
$13.3M +$1.09M +10,957 +9%
IC
418
Inverness Counsel
New York
$13.2M -$8.02M -80,365 -38%
CTI
419
Community Trust & Investment
Kentucky
$13.1M +$2.12M +21,221 +20%
ESB
420
Essex Savings Bank
Connecticut
$13.1M +$136K +1,363 +1%
CDH
421
Charles D. Hyman
$12.9M +$815K +8,166 +7%
NMERB
422
New Mexico Educational Retirement Board
New Mexico
$12.8M -$190K -1,900 -1%
HCM
423
Hilton Capital Management
New York
$12.8M +$588K +5,897 +5%
MAA
424
Matrix Asset Advisors
New York
$12.8M +$159K +1,594 +1%
AAIM
425
American Assets Investment Management
California
$12.7M

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.