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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
HTC
176
Haverford Trust Company
Pennsylvania
$57M +$1.15M +11,557 +2%
ANRF
177
Adams Natural Resources Fund
Maryland
$56.9M
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$56.7M +$4.98M +49,895 +10%
AIG
179
American International Group
New York
$56.4M -$198M -1,985,263 -78%
DekaBank Deutsche Girozentrale
180
DekaBank Deutsche Girozentrale
Germany
$56.3M -$4.43M -44,434 -8%
RCM
181
RNC Capital Management
California
$55.3M +$8.34M +83,580 +18%
ASRS
182
Arizona State Retirement System
Arizona
$54.7M -$74.8K -750 -0.1%
MA
183
MUFG Americas
New York
$54.6M +$1.23M +12,320 +2%
Natixis Advisors
184
Natixis Advisors
Massachusetts
$53.3M -$5.01M -50,190 -9%
DnB Asset Management
185
DnB Asset Management
Norway
$53.1M +$722K +7,235 +1%
Robeco Institutional Asset Management
186
Robeco Institutional Asset Management
Netherlands
$52.2M -$5.95M -59,610 -10%
AB
187
Amalgamated Bank
New York
$52.2M -$2.72M -27,306 -5%
EHC
188
Everett Harris & Co
California
$51.8M +$1.11M +11,143 +2%
KCM
189
Kornitzer Capital Management
Kansas
$51.5M +$443K +4,440 +0.9%
Zurich Cantonal Bank
190
Zurich Cantonal Bank
Switzerland
$50.7M -$7.12M -71,392 -12%
SOMRS
191
State of Michigan Retirement System
Michigan
$49.3M -$29.9K -300 -0.1%
Citadel Advisors
192
Citadel Advisors
Florida
$48.9M +$45.7M +458,197 +1,920%
DLA
193
Douglas Lane & Associates
New York
$48.7M +$1.72M +17,250 +4%
JIC
194
Johnson Investment Counsel
Ohio
$48.7M +$1.04M +10,446 +2%
HA
195
Homestead Advisers
Virginia
$48.6M +$180K +1,800 +0.4%
William Blair & Company
196
William Blair & Company
Illinois
$48.5M +$3.74M +37,462 +8%
GF
197
Gabelli Funds
New York
$48.2M -$1.9M -19,022 -4%
CIP
198
Cornerstone Investment Partners
Georgia
$48.2M -$2.95M -29,588 -6%
UIM
199
USS Investment Management
United Kingdom
$47.3M +$20.8M +208,909 +81%
SIC
200
Schwartz Investment Counsel
Michigan
$47.3M -$512K -5,131 -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.