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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
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$134M -$111M -1,110,240 -46%
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$133M +$31M +311,034 +31%
EIP
103
Epoch Investment Partners
New York
$128M -$3.9M -39,078 -3%
Ohio Public Employees Retirement System (OPERS)
104
Ohio Public Employees Retirement System (OPERS)
Ohio
$125M -$767K -7,686 -0.6%
CB
105
Commerce Bank
Missouri
$124M +$4.63M +46,460 +4%
Mitsubishi UFJ Trust & Banking
106
Mitsubishi UFJ Trust & Banking
Japan
$124M -$6.43M -64,435 -5%
Chevy Chase Trust
107
Chevy Chase Trust
Maryland
$123M -$4.49M -44,984 -4%
Allianz Asset Management
108
Allianz Asset Management
Germany
$120M +$24.1M +241,211 +26%
GT
109
Glenmede Trust
Pennsylvania
$119M -$1.18M -11,792 -1%
Lord, Abbett & Co
110
Lord, Abbett & Co
New Jersey
$119M -$48.1M -482,240 -29%
Luther King Capital Management (LKCM)
111
Luther King Capital Management (LKCM)
Texas
$118M +$1.87M +18,713 +2%
Victory Capital Management
112
Victory Capital Management
Texas
$117M +$21.3M +213,350 +23%
State of New Jersey Common Pension Fund D
113
State of New Jersey Common Pension Fund D
New Jersey
$115M -$345K -3,460 -0.3%
RCAMU
114
Rothschild & Co Asset Management US
Connecticut
$113M -$2.22M -22,281 -2%
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$113M +$5.39M +53,998 +5%
RFC
116
Regions Financial Corp
Alabama
$113M -$1.3M -13,072 -1%
SO
117
STRS Ohio
Ohio
$110M -$2.99M -29,935 -3%
Commonwealth Equity Services
118
Commonwealth Equity Services
Massachusetts
$108M +$3.28M +32,902 +3%
Aberdeen Group
119
Aberdeen Group
United Kingdom
$107M -$18.2M -182,143 -15%
LFG
120
Lazard Frères Gestion
France
$107M +$2.44M +24,495 +2%
NIPH
121
NN Investment Partners Holdings
Netherlands
$106M +$1.94M +19,404 +2%
CGPCS
122
Capital Group Private Client Services
California
$106M +$104M +1,043,578 New
Mitsubishi UFJ Asset Management
123
Mitsubishi UFJ Asset Management
Japan
$105M +$7.9M +79,216 +8%
Bank of Nova Scotia
124
Bank of Nova Scotia
Ontario, Canada
$100M +$2.25M +22,511 +2%
PAMS
125
Pictet Asset Management (Switzerland)
Switzerland
$100M +$98.3M +985,998 New

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.