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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
OPERF
376
Oregon Public Employees Retirement Fund
Oregon
$12.8M -$40.4K -499 -0.3%
Public Sector Pension Investment Board (PSP Investments)
377
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.8M -$6.07M -74,928 -33%
CAN
378
Cetera Advisor Networks
California
$12.6M -$680K -8,395 -5%
BPB
379
Badgley, Phelps & Bell
Washington
$12.6M -$3.34M -41,214 -22%
FNT
380
First National Trust
Pennsylvania
$12.6M -$92.8K -1,146 -0.8%
BTW
381
Boston Trust Walden
Massachusetts
$12.5M -$110K -1,363 -0.9%
ECG
382
Edge Capital Group
Georgia
$12.5M +$4.13M +50,963 +52%
CA
383
CastleArk Alternatives
Illinois
$12.5M +$5.79M +71,494 +94%
SS
384
Simplicity Solutions
Minnesota
$12.4M +$1.92M +23,664 +19%
OC
385
Oppenheimer & Co
New York
$12.3M +$1.04M +12,828 +10%
OCAM
386
Onex Canada Asset Management
Ontario, Canada
$12.3M +$3.56M +44,003 +43%
GAM
387
Gotham Asset Management
New York
$12.3M -$9.46M -116,890 -45%
Mercer Global Advisors
388
Mercer Global Advisors
Colorado
$12.2M +$15.3K +189 +0.1%
ATC
389
Argent Trust Co
Tennessee
$12.1M +$129K +1,594 +1%
QT
390
Quantbot Technologies
New York
$12.1M +$11.3M +139,051 +3,089%
Marshall Wace
391
Marshall Wace
United Kingdom
$12.1M +$11.3M +139,328 +3,486%
PAG
392
Private Advisor Group
New Jersey
$12.1M -$925K -11,421 -7%
ANI
393
American National Insurance
Texas
$12M
CIC
394
Crawford Investment Counsel
Georgia
$12M -$1.39M -17,157 -11%
Daiwa Securities Group
395
Daiwa Securities Group
Japan
$11.9M +$292K +3,608 +3%
CSS
396
Cubist Systematic Strategies
Connecticut
$11.9M +$9.54M +117,797 +519%
HCMT
397
Highland Capital Management (Tennessee)
Tennessee
$11.8M -$797K -9,841 -7%
X
398
Xponance
Pennsylvania
$11.6M +$457K +5,644 +4%
EMPI
399
Elo Mutual Pension Insurance
Finland
$11.6M +$11.1M +136,824 New
LBC
400
Lowe Brockenbrough & Co
Virginia
$11.5M -$599K -7,397 -5%

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.