We are live on ! Find out more
CVX icon

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
CCM
76
Cullen Capital Management
New York
$214M +$5.43M +54,391 +3%
Toronto Dominion Bank
77
Toronto Dominion Bank
Ontario, Canada
$214M +$62.8M +629,716 +42%
ClearBridge Investments
78
ClearBridge Investments
New York
$204M +$1.56M +15,592 +0.8%
CWP
79
Capital Wealth Planning
Florida
$202M +$17.5M +175,929 +10%
EAM
80
Eagle Asset Management
Florida
$197M +$11.5M +115,673 +6%
VOYA Investment Management
81
VOYA Investment Management
Georgia
$194M -$10.3M -103,289 -5%
Mackenzie Financial
82
Mackenzie Financial
Ontario, Canada
$189M -$10.8M -108,516 -6%
US Bancorp
83
US Bancorp
Minnesota
$179M -$3.11M -31,134 -2%
CIBC Private Wealth Group
84
CIBC Private Wealth Group
Georgia
$166M +$2.48M +24,859 +2%
RJFSA
85
Raymond James Financial Services Advisors
Florida
$158M -$73.7M -738,530 -32%
HighTower Advisors
86
HighTower Advisors
Illinois
$156M +$12.2M +122,135 +9%
Janus Henderson Group
87
Janus Henderson Group
United Kingdom
$155M +$4.92M +49,338 +3%
LPL Financial
88
LPL Financial
California
$155M +$1.4M +14,054 +0.9%
D.E. Shaw & Co
89
D.E. Shaw & Co
New York
$155M +$40.5M +406,167 +36%
Canada Life
90
Canada Life
Manitoba, Canada
$153M -$9.31M -93,352 -6%
CP
91
Coho Partners
Pennsylvania
$148M -$2.84M -28,516 -2%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$148M +$2.43M +24,350 +2%
AACR
93
ACR Alpine Capital Research
Missouri
$144M +$5.15M +51,606 +4%
Korea Investment Corp
94
Korea Investment Corp
South Korea
$143M -$15.7M -157,505 -10%
N
95
Natixis
France
$143M -$1.91M -19,188 -1%
Jennison Associates
96
Jennison Associates
New York
$143M +$27.6M +276,313 +24%
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$140M +$3.67M +36,779 +3%
Retirement Systems of Alabama
98
Retirement Systems of Alabama
Alabama
$140M -$1.3M -12,984 -0.9%
First Trust Advisors
99
First Trust Advisors
Illinois
$138M +$956K +9,588 +0.7%
Public Employees Retirement Association of Colorado
100
Public Employees Retirement Association of Colorado
Colorado
$137M -$1.8M -18,045 -1%

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.