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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
WA
1
WestEnd Advisors
North Carolina
$42.3B
Vanguard Group
2
Vanguard Group
Pennsylvania
$16.4B +$24.5M +245,775 +0.2%
State Street
3
State Street
Massachusetts
$14.2B +$59M +591,411 +0.4%
BlackRock
4
BlackRock
New York
$13.1B -$766M -7,678,423 -6%
Bank of America
5
Bank of America
North Carolina
$3.44B +$63.3M +634,335 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.2B +$104M +1,037,882 +3%
Berkshire Hathaway
7
Berkshire Hathaway
Nebraska
$2.91B +$557M +5,579,599 +24%
Capital International Investors
8
Capital International Investors
California
$2.75B -$1.1B -10,991,022 -29%
Northern Trust
9
Northern Trust
Illinois
$2.65B +$47.5M +476,551 +2%
Capital Research Global Investors
10
Capital Research Global Investors
California
$2.64B -$13.2M -132,487 -0.5%
Norges Bank
11
Norges Bank
Norway
$2.49B +$483M +4,842,064 +25%
Morgan Stanley
12
Morgan Stanley
New York
$2.47B +$99.3M +995,353 +4%
JP Morgan Chase
13
JP Morgan Chase
New York
$2.31B -$118M -1,185,184 -5%
Franklin Resources
14
Franklin Resources
California
$1.97B -$11.2M -111,884 -0.6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.94B -$16M -160,774 -0.8%
Capital World Investors
16
Capital World Investors
California
$1.85B -$347M -3,474,242 -16%
Charles Schwab
17
Charles Schwab
California
$1.45B +$34.2M +342,534 +2%
Ameriprise
18
Ameriprise
Minnesota
$1.42B +$115M +1,150,766 +9%
Invesco
19
Invesco
Georgia
$1.37B +$185M +1,859,425 +16%
Wells Fargo
20
Wells Fargo
California
$1.37B +$7.62M +76,401 +0.6%
State Farm Mutual Automobile Insurance
21
State Farm Mutual Automobile Insurance
Illinois
$1.35B -$134M -1,348,000 -9%
N
22
Nuveen
North Carolina
$1.3B -$1.7M -17,056 -0.1%
Legal & General Group
23
Legal & General Group
United Kingdom
$1.23B +$24M +240,625 +2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.09B -$15.2M -152,439 -1%
Amundi
25
Amundi
France
$843M +$62.9M +630,359 +8%

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.