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Chevron

2,580 hedge funds and large institutions have $178B invested in Chevron in 2021 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 1,307 increasing their positions, 858 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 1,307 | Existing positions reduced: 858

45% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 99

32% more capital invested

Capital invested by funds: $135B → $178B (+$42.7B)

16% more call options, than puts

Call options by funds: $2.35B | Put options by funds: $2.03B

0% more funds holding

Funds holding: 2,5712,580 (+9)

0.49% less ownership

Funds ownership: 67.26%66.77% (-0.49%)

16% less funds holding in top 10

Funds holding in top 10: 6958 (-11)

Holders
2,580
Holders Change
+9
Holders Change %
+0.35%
% of All Funds
44.9%
Holding in Top 10
58
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-15.94%
% of All Funds
1.01%
New
144
Increased
1,307
Reduced
858
Closed
99
Calls
$2.35B
Puts
$2.03B
Net Calls
+$322M
Net Calls Change
-$1.77M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
76
Cullen Capital Management
New York
$216M +$13.3M +125,608 +6%
VOYA Investment Management
77
VOYA Investment Management
Georgia
$212M -$5.83M -55,264 -3%
ClearBridge Investments
78
ClearBridge Investments
New York
$209M +$8.08M +76,495 +4%
Mackenzie Financial
79
Mackenzie Financial
Ontario, Canada
$207M +$61.1M +578,554 +42%
EAM
80
Eagle Asset Management
Florida
$191M +$1.84M +17,434 +1%
CWP
81
Capital Wealth Planning
Florida
$190M +$20.2M +191,551 +12%
US Bancorp
82
US Bancorp
Minnesota
$188M -$1.95M -18,512 -1%
Lord, Abbett & Co
83
Lord, Abbett & Co
New Jersey
$173M -$35.2M -333,531 -17%
CIBC Private Wealth Group
84
CIBC Private Wealth Group
Georgia
$169M -$750K -7,107 -0.4%
Canada Life
85
Canada Life
Manitoba, Canada
$167M -$16.8M -159,462 -9%
Korea Investment Corp
86
Korea Investment Corp
South Korea
$165M +$448K +4,248 +0.3%
LPL Financial
87
LPL Financial
California
$158M +$10.4M +98,386 +7%
CP
88
Coho Partners
Pennsylvania
$156M -$250K -2,366 -0.2%
Toronto Dominion Bank
89
Toronto Dominion Bank
Ontario, Canada
$155M +$27.7M +262,267 +21%
Janus Henderson Group
90
Janus Henderson Group
United Kingdom
$155M +$58.9M +557,625 +60%
N
91
Natixis
France
$150M +$118M +1,115,565 +354%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$150M +$1.53M +14,483 +1%
HighTower Advisors
93
HighTower Advisors
Illinois
$148M +$4.55M +43,123 +3%
Retirement Systems of Alabama
94
Retirement Systems of Alabama
Alabama
$146M +$4.42M +41,890 +3%
AACR
95
ACR Alpine Capital Research
Missouri
$143M +$819K +7,761 +0.6%
Public Employees Retirement Association of Colorado
96
Public Employees Retirement Association of Colorado
Colorado
$143M -$1.47M -13,900 -1%
First Trust Advisors
97
First Trust Advisors
Illinois
$141M +$112M +1,064,727 +374%
State of Wisconsin Investment Board
98
State of Wisconsin Investment Board
Wisconsin
$140M -$18.3M -173,640 -11%
EIP
99
Epoch Investment Partners
New York
$137M -$17.6M -167,017 -11%
MWNA
100
Marshall Wace North America
New York
$135M +$98M +928,464 +256%

CVX Hedge Fund Activity: Q2 2021 in Review

2,580 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q2 2021, worth a combined $178B — up 32% from $135B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new CVX positions and 99 closed out — a net gain of 45 holders — while 1,307 added to existing stakes and 858 trimmed.

The largest buyer was Vanguard Group, adding an estimated $573M. The largest seller was GQG Partners, cutting an estimated $556M.

  • 2,580 institutional investors held Chevron (CVX) as of Q2 2021, up from 2,571 in Q1 2021.
  • Funds reported $178B of Chevron stock for Q2 2021, up 32% quarter-over-quarter.
  • 144 funds opened new Chevron positions in Q2 2021 and 99 closed out, a net change of +45 holders.
  • The largest Chevron buyer in Q2 2021 was Vanguard Group, an estimated $573M added.
  • The largest Chevron seller in Q2 2021 was GQG Partners, an estimated $556M sold.

Based on aggregated 13F filings for Q2 2021.