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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
CIP
2526
Capital Insight Partners
Arizona
-$344K -4,783 Closed
CNAM
2527
Campbell Newman Asset Management
Wisconsin
-$338K -4,700 Closed
MA
2528
Modus Advisors
Minnesota
-$329K -4,564 Closed
MSU
2529
Mizuho Securities USA
New York
-$327K -4,544 Closed
VFP
2530
Verus Financial Partners
Virginia
-$291K -4,039 Closed
SCM
2531
Snow Capital Management
Pennsylvania
-$288K -4,000 Closed
WOSD
2532
WFA of San Diego
California
-$283K -3,941 Closed
TCM
2533
Tuttle Capital Management
Connecticut
-$278K -3,861 Closed
RIM
2534
Reliant Investment Management
Tennessee
-$268K -3,720 Closed
MPW
2535
MA Private Wealth
California
-$262K -3,644 Closed
BPGAM
2536
BTG Pactual Global Asset Management
Bermuda
-$261K -3,631 Closed
SC
2537
Saturna Capital
Washington
-$258K -3,584 Closed
SFFS
2538
Stonehage Fleming Financial Services
Jersey
-$256K -3,577 Closed
WCWM
2539
Willow Creek Wealth Management
California
-$249K -3,458 Closed
PFWA
2540
Paces Ferry Wealth Advisors
Georgia
-$247K -3,437 Closed
CSM
2541
CAMG Solamere Management
North Carolina
-$239K -3,313 Closed
JCM
2542
Jag Capital Management
Missouri
-$238K -3,305 Closed
MAM
2543
Marotta Asset Management
Virginia
-$231K -3,205 Closed
HWMG
2544
Hurlow Wealth Management Group
Indiana
-$221K -3,063 Closed
RPAM
2545
Rhenman & Partners Asset Management
Sweden
-$214K -2,974 Closed
AMC
2546
Asset Management Corp
Illinois
-$212K -2,943 Closed
CS
2547
Cannell & Spears
New York
-$208K -2,895 Closed
AP
2548
Adero Partners
California
-$207K -2,881 Closed
GH
2549
GAM Holding
Switzerland
-$204K -2,833 Closed
MWPCG
2550
Measured Wealth Private Client Group
New Hampshire
-$203K -2,824 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.