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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
TS
2501
Third Security
Virginia
-$2.09M -29,000 Closed
OFG
2502
OTA Financial Group
New York
-$2M -27,720 Closed
CI
2503
Centerstone Investors
New York
-$1.94M -26,956 Closed
PG
2504
Pendal Group
Australia
-$1.48M -20,564 Closed
NL
2505
NKCFO LLC
Illinois
-$1.48M -20,500 Closed
WIM
2506
Waverton Investment Management
United Kingdom
-$1.16M -16,095 Closed
BOS
2507
Bingham Osborn & Scarborough
California
-$1.12M -15,593 Closed
MAM
2508
Martingale Asset Management
Massachusetts
-$920K -12,777 Closed
JF
2509
Jump Financial
Illinois
-$835K -11,601 Closed
IC
2510
IEQ Capital
California
-$797K -11,066 Closed
KJWM
2511
Kiley Juergens Wealth Management
Washington
-$738K -10,261 Closed
DWA
2512
Divergent Wealth Advisors
Utah
-$678K -9,412 Closed
RW
2513
RVW Wealth
California
-$640K -8,890 Closed
CM
2514
Caption Management
Oklahoma
-$613K -8,500 Closed
AW
2515
Alpha Windward
Massachusetts
-$546K -7,588 Closed
IUHSA
2516
Itau Unibanco Holding S.A.
Brazil
-$541K -7,500 Closed
SCM
2517
Sirios Capital Management
Massachusetts
-$519K -7,213 Closed
CP
2518
Covenant Partners
Tennessee
-$497K -6,902 Closed
II
2519
Inspire Investing
Idaho
-$494K -6,868 Closed
GCM
2520
Gladius Capital Management
Illinois
-$524K -6,466 Closed
CC
2521
Cedar Capital
Illinois
-$457K -6,344 Closed
SAM
2522
Sequent Asset Management
Texas
-$443K -6,152 Closed
SFSG
2523
Sound Financial Strategies Group
Mississippi
-$410K -5,694 Closed
WBC
2524
West Branch Capital
Massachusetts
-$409K -5,684 Closed
5L
2525
55I LLC
Massachusetts
-$379K -5,261 Closed

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.