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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
SAM
351
Shell Asset Management
Netherlands
$14.5M -$1.6M -19,789 -10%
SDJVC
352
St. Denis J. Villere & Co
Louisiana
$14.3M +$4.93M +60,863 +56%
SAM
353
Securian Asset Management
Minnesota
$14.3M -$99.3K -1,226 -0.7%
CGH
354
Crossmark Global Holdings
Texas
$14.2M -$266K -3,285 -2%
UBV
355
United Bank (Virginia)
Virginia
$14.1M +$892K +11,016 +7%
BPC
356
Banque Pictet & Cie
Switzerland
$14.1M +$2.39M +29,458 +22%
AF
357
Ally Financial
Michigan
$14M +$5.14M +63,500 +62%
WBC
358
Westpac Banking Corp
Australia
$14M +$1.31M +16,199 +11%
GI
359
Gradient Investments
Minnesota
$13.9M -$152K -1,872 -1%
GT
360
Glenview Trust
Kentucky
$13.9M -$1.41M -17,412 -10%
VWM
361
Valley Wealth Managers
New Jersey
$13.8M -$925K -11,419 -7%
DWM
362
Destination Wealth Management
California
$13.7M -$1.25M -15,459 -9%
ADEF
363
Adams Diversified Equity Fund
Maryland
$13.4M +$1.53M +18,900 +13%
SPIA
364
Steward Partners Investment Advisory
New York
$13.4M +$321K +3,964 +3%
ACM
365
Argent Capital Management
Missouri
$13.4M +$13.9K +172 +0.1%
UR
366
USCA RIA
Texas
$13.4M +$1.34M +16,603 +12%
FBA
367
Front Barnett Associates
Illinois
$13.4M +$500K +6,180 +4%
HCM
368
Howland Capital Management
Massachusetts
$13.3M -$379K -4,686 -3%
GIA
369
Guyasuta Investment Advisors
Pennsylvania
$13.2M -$517K -6,382 -4%
FFH
370
Fairfax Financial Holdings
Ontario, Canada
$13.1M
TRCT
371
Tower Research Capital (TRC)
New York
$13.1M +$9.56M +118,074 +314%
HW
372
Hancock Whitney
Mississippi
$13.1M -$974K -12,028 -7%
MNBTD
373
Moody National Bank Trust Division
Texas
$13.1M +$285K +3,517 +2%
WHG
374
Westwood Holdings Group
Texas
$12.8M -$17.1M -210,984 -58%
TA
375
TruWealth Advisors
Louisiana
$12.8M +$12.3M +151,348 New

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.