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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
Lazard Asset Management
201
Lazard Asset Management
New York
$47.2M -$13.1M -131,206 -22%
BGIM
202
Brandywine Global Investment Management
Pennsylvania
$47.2M +$9.27M +92,987 +25%
ACI
203
AMP Capital Investors
Australia
$46.9M -$10.8M -107,937 -19%
GLA
204
Great Lakes Advisors
Illinois
$46.8M -$15.9M -159,879 -26%
Loomis, Sayles & Company
205
Loomis, Sayles & Company
Massachusetts
$46.5M +$4.87M +48,859 +12%
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$44.9M +$2.13M +21,387 +5%
Axa
207
Axa
France
$44.4M +$619K +6,208 +1%
MIM
208
MetLife Investment Management
New Jersey
$44.3M -$1.13M -11,307 -3%
VanEck Associates
209
VanEck Associates
New York
$43.9M -$181K -1,814 -0.4%
Nordea Investment Management
210
Nordea Investment Management
Sweden
$42.7M +$869K +8,714 +2%
Cambridge Investment Research Advisors
211
Cambridge Investment Research Advisors
Iowa
$42.6M -$1.05M -10,562 -2%
Squarepoint
212
Squarepoint
New York
$42.6M +$28.6M +286,935 +215%
AAM
213
Advisors Asset Management
Colorado
$41.2M -$1.73M -17,364 -4%
SCA
214
STALEY CAPITAL ADVISERS
Pennsylvania
$41.2M +$1.42M +14,188 +4%
CSIC
215
Clifford Swan Investment Counsel
California
$41.1M +$208K +2,089 +0.6%
PFC
216
Poplar Forest Capital
California
$41M +$83.1K +833 +0.2%
SBH
217
Segall Bryant & Hamill
Illinois
$40.2M +$2.18M +21,842 +6%
Creative Planning
218
Creative Planning
Kansas
$40.1M -$1.02M -10,232 -3%
GIBU
219
Gulf International Bank (UK)
United Kingdom
$40M -$443K -4,444 -1%
SEIA
220
Signature Estate & Investment Advisors
California
$39.6M +$3.55M +35,559 +10%
UB
221
UMB Bank
Missouri
$38.9M +$381K +3,821 +1%
WG
222
Welch Group
Alabama
$38.6M +$947K +9,494 +3%
MSE
223
MUFG Securities EMEA
United Kingdom
$38.5M -$41.3M -413,874 -52%
DRZID
224
DePrince Race & Zollo Inc (DRZ)
Florida
$37.9M +$1.91M +19,187 +5%
ACM
225
Advisors Capital Management
New Jersey
$37.8M +$1.69M +16,982 +5%

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.