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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
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$375M -$5.24M -52,530 -1%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$367M -$20.6M -206,747 -5%
Citigroup
53
Citigroup
New York
$367M -$54.3M -544,786 -13%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$341M -$4.87M -48,812 -1%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$334M -$130M -1,300,913 -28%
Stifel Financial
56
Stifel Financial
Missouri
$332M +$18.9M +189,740 +6%
EVM
57
Eaton Vance Management
Massachusetts
$329M -$832K -8,342 -0.3%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$314M -$10.5M -105,689 -3%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$305M +$14.7M +147,639 +5%
Wellington Management Group
60
Wellington Management Group
Massachusetts
$281M -$28.5M -285,438 -9%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$275M +$7.84M +78,554 +3%
Neuberger Berman Group
62
Neuberger Berman Group
New York
$268M +$153M +1,537,886 +137%
Truist Financial
63
Truist Financial
North Carolina
$261M -$12.9M -129,785 -5%
Prudential Financial
64
Prudential Financial
New Jersey
$259M +$44.7M +448,021 +21%
Renaissance Technologies
65
Renaissance Technologies
New York
$256M +$191M +1,918,630 +317%
Ensign Peak Advisors
66
Ensign Peak Advisors
Utah
$252M -$32.1M -322,143 -11%
JMPWA
67
JP Morgan Private Wealth Advisors
California
$241M +$10.9M +109,051 +5%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$235M -$8.92M -89,416 -4%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$234M -$8.21M -82,295 -3%
National Pension Service
70
National Pension Service
South Korea
$232M -$1.45M -14,491 -0.6%
Two Sigma Investments
71
Two Sigma Investments
New York
$229M +$224M +2,247,131 +16,616%
LCOV
72
London Company of Virginia
Virginia
$226M +$4.73M +47,465 +2%
BG
73
Bahl & Gaynor
Ohio
$224M -$2.29M -22,984 -1%
ProShare Advisors
74
ProShare Advisors
Maryland
$219M +$9.29M +93,119 +5%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$218M -$3.56M -35,685 -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.