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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
Deutsche Bank
26
Deutsche Bank
Germany
$825M +$14.7M +146,893 +2%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$810M -$92.1M -923,099 -10%
Swiss National Bank
28
Swiss National Bank
Switzerland
$775M -$21.2M -212,600 -3%
UBS Group
29
UBS Group
Switzerland
$762M -$30.4M -304,328 -4%
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$724M +$27.4M +274,580 +4%
UBS AM
31
UBS AM
Illinois
$721M +$43.4M +435,089 +7%
Goldman Sachs
32
Goldman Sachs
New York
$721M +$98.5M +987,656 +16%
DZ Bank
33
DZ Bank
Germany
$718M +$167M +1,678,266 +31%
Fisher Asset Management
34
Fisher Asset Management
Washington
$634M +$22.3M +223,476 +4%
AllianceBernstein
35
AllianceBernstein
Tennessee
$624M +$3.26M +32,718 +0.5%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$621M -$21.6M -216,445 -3%
PPA
37
Parametric Portfolio Associates
Washington
$576M -$5.25M -52,649 -0.9%
American Century Companies
38
American Century Companies
Missouri
$547M -$43.7M -438,046 -8%
Federated Hermes
39
Federated Hermes
Pennsylvania
$545M -$15.9M -159,013 -3%
Diamond Hill Capital Management
40
Diamond Hill Capital Management
Ohio
$524M +$38M +381,313 +8%
Massachusetts Financial Services
41
Massachusetts Financial Services
Massachusetts
$514M +$7M +70,203 +1%
Fayez Sarofim & Co
42
Fayez Sarofim & Co
Texas
$510M +$957K +9,592 +0.2%
Principal Financial Group
43
Principal Financial Group
Iowa
$492M +$2.63M +26,391 +0.5%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$486M +$24.5M +245,246 +6%
Barclays
45
Barclays
United Kingdom
$476M +$118M +1,181,739 +34%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$443M +$1.23M +12,314 +0.3%
TD Asset Management
47
TD Asset Management
Ontario, Canada
$400M -$53.8M -539,203 -12%
Bessemer Group
48
Bessemer Group
New Jersey
$396M -$56.1M -562,592 -13%
RJA
49
Raymond James & Associates
Florida
$396M -$138M -1,383,868 -26%
CS
50
Credit Suisse
Switzerland
$376M +$5.79M +58,042 +2%

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.