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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
M&T Bank
126
M&T Bank
New York
$98.8M -$12.6K -126 -0%
Asset Management One
127
Asset Management One
Japan
$98M -$3.57M -35,755 -4%
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$97.8M +$4.45M +44,637 +5%
SCM
129
Smead Capital Management
Arizona
$97.5M +$2.42M +24,269 +3%
Aviva
130
Aviva
United Kingdom
$95M -$8.66M -86,784 -8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
131
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$88.6M +$29.4M +295,098 +51%
CIM
132
Confluence Investment Management
Missouri
$88.5M -$3.46M -34,715 -4%
Millennium Management
133
Millennium Management
New York
$87.3M -$33.1M -331,507 -28%
ZIM
134
Zacks Investment Management
Illinois
$86.7M +$2.4M +24,107 +3%
Russell Investments Group
135
Russell Investments Group
United Kingdom
$85.2M -$6.5M -65,159 -7%
Rafferty Asset Management
136
Rafferty Asset Management
New York
$85.1M -$27.5M -276,204 -25%
Calamos Advisors
137
Calamos Advisors
Illinois
$84.4M +$3.04M +30,527 +4%
Osaic Holdings
138
Osaic Holdings
Arizona
$83.9M +$6.28M +62,958 +8%
Treasurer of the State of North Carolina
139
Treasurer of the State of North Carolina
North Carolina
$83.7M +$387K +3,880 +0.5%
OAM
140
Oppenheimer Asset Management
New York
$81.4M +$2.59M +26,007 +3%
AIA
141
Avalon Investment & Advisory
Texas
$81M -$1.45M -14,581 -2%
Voloridge Investment Management
142
Voloridge Investment Management
Florida
$81M +$79.6M +798,229 New
CFB
143
Cullen/Frost Bankers
Texas
$80.7M +$16.3M +163,186 +26%
Teacher Retirement System of Texas
144
Teacher Retirement System of Texas
Texas
$79.7M +$10.6M +106,076 +16%
PCA
145
Personal Capital Advisors
California
$79.3M +$2.3M +23,017 +3%
UCFA
146
United Capital Financial Advisors
Texas
$78.9M +$598K +5,994 +0.8%
Nomura Asset Management
147
Nomura Asset Management
Japan
$77.7M +$1.45M +14,543 +2%
SAM
148
Silvercrest Asset Management
New York
$76.6M -$7.59M -76,080 -9%
CWM
149
CIBC World Markets
New York
$75.1M -$1.85M -18,594 -2%
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$73.9M +$7.87M +78,883 +12%

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.