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Chevron

2,480 hedge funds and large institutions have $108B invested in Chevron in 2020 Q4 according to their latest regulatory filings, with 333 funds opening new positions, 881 increasing their positions, 1,112 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

266% more first-time investments, than exits

New positions opened: 333 | Existing positions closed: 91

28% more funds holding in top 10

Funds holding in top 10: 3241 (+9)

22% more capital invested

Capital invested by funds: $88.8B → $108B (+$19.1B)

9% more funds holding

Funds holding: 2,2722,480 (+208)

1% more call options, than puts

Call options by funds: $1.6B | Put options by funds: $1.58B

0.33% more ownership

Funds ownership: 66.07%66.4% (+0.33%)

21% less repeat investments, than reductions

Existing positions increased: 881 | Existing positions reduced: 1,112

Holders
2,480
Holders Change
+208
Holders Change %
+9.15%
% of All Funds
43.88%
Holding in Top 10
41
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+28.13%
% of All Funds
0.73%
New
333
Increased
881
Reduced
1,112
Closed
91
Calls
$1.6B
Puts
$1.58B
Net Calls
+$21.6M
Net Calls Change
+$96.3M
Name Holding Trade Value Shares
Change
Change in
Stake
DRZID
226
DePrince Race & Zollo Inc (DRZ)
Florida
$31.2M +$2.38M +29,393 +9%
Creative Planning
227
Creative Planning
Kansas
$30.9M +$1.73M +21,412 +6%
SMDAM
228
Sumitomo Mitsui DS Asset Management
Japan
$30.6M -$733K -9,053 -2%
SLAM
229
Swiss Life Asset Management
$30M +$711K +8,785 +3%
BAM
230
Berkshire Asset Management
Pennsylvania
$29.9M -$942K -11,640 -3%
PHAM
231
Pacific Heights Asset Management
California
$29.6M +$4.05M +50,000 +17%
CFB
232
Cullen/Frost Bankers
Texas
$29.5M -$938K -11,587 -3%
SOADOR
233
State of Alaska Department of Revenue
Alaska
$29.2M -$532K -6,572 -2%
SEIA
234
Signature Estate & Investment Advisors
California
$28.9M +$1.36M +16,769 +5%
Los Angeles Capital Management
235
Los Angeles Capital Management
California
$28.9M +$14.8M +182,626 +114%
TPSF
236
Texas Permanent School Fund
Texas
$28.7M -$943K -11,647 -3%
FCI
237
Financial Counselors Inc
Kansas
$28.5M +$1.57M +19,374 +6%
Mackenzie Financial
238
Mackenzie Financial
Ontario, Canada
$28.4M +$16.9M +208,775 +164%
WorldQuant Millennium Advisors
239
WorldQuant Millennium Advisors
New York
$28.1M +$10.7M +132,436 +66%
PGFC
240
Peapack-Gladstone Financial Corp
New Jersey
$27.7M -$1.79M -22,107 -6%
Macquarie Group
241
Macquarie Group
Australia
$27.6M -$6.4M -78,995 -19%
GG
242
Gofen & Glossberg
Illinois
$27.6M +$171K +2,111 +0.7%
BCIM
243
British Columbia Investment Management
British Columbia, Canada
$27.5M +$137K +1,688 +0.5%
SFM
244
Stack Financial Management
Montana
$27.1M +$7.76M +95,859 +43%
IWS
245
Insight Wealth Strategies
California
$26.5M +$1.73M +21,347 +7%
CTA
246
Carillon Tower Advisers
Florida
$25.5M +$8.13M +100,374 +50%
QI
247
QS Investors
New York
$25.5M +$1.57M +19,379 +7%
WF
248
Welch & Forbes
Massachusetts
$25.3M -$856K -10,570 -3%
TRSOTSOK
249
Teachers Retirement System of the State of Kentucky
Kentucky
$25.1M -$1.51M -18,709 -6%
AssetMark Inc
250
AssetMark Inc
California
$24.8M +$1.72M +21,222 +8%

CVX Hedge Fund Activity: Q4 2020 in Review

2,480 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q4 2020, worth a combined $108B — up 22% from $88.8B a quarter earlier.

Buyers outnumbered sellers: 333 funds opened new CVX positions and 91 closed out — a net gain of 242 holders — while 881 added to existing stakes and 1,112 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.27B. The largest seller was Wellington Management Group, cutting an estimated $343M.

  • 2,480 institutional investors held Chevron (CVX) as of Q4 2020, up from 2,272 in Q3 2020.
  • Funds reported $108B of Chevron stock for Q4 2020, up 22% quarter-over-quarter.
  • 333 funds opened new Chevron positions in Q4 2020 and 91 closed out, a net change of +242 holders.
  • The largest Chevron buyer in Q4 2020 was Capital Research Global Investors, an estimated $1.27B added.
  • The largest Chevron seller in Q4 2020 was Wellington Management Group, an estimated $343M sold.

Based on aggregated 13F filings for Q4 2020.