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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
AWM
401
Absher Wealth Management
North Carolina
$11.5M +$794K +9,804 +8%
Cetera Investment Advisers
402
Cetera Investment Advisers
Illinois
$11.4M +$8.35M +103,132 +325%
SPC
403
Stewart & Patten Company
California
$11.4M +$414K +5,119 +4%
DDPIC
404
Deroy & Devereaux Private Investment Counsel
Michigan
$11.4M -$174K -2,147 -2%
BIM
405
Bridges Investment Management
Nebraska
$11.4M -$2.09M -25,810 -16%
TC
406
TownSquare Capital
Utah
$11.4M -$182K -2,251 -2%
ESB
407
Essex Savings Bank
Connecticut
$11.3M -$6.64K -82 -0.1%
Carson Wealth (CWM LLC)
408
Carson Wealth (CWM LLC)
Nebraska
$11.3M
SC
409
Scotia Capital
Ontario, Canada
$11.3M +$2.62M +32,308 +32%
Loomis, Sayles & Company
410
Loomis, Sayles & Company
Massachusetts
$11.1M +$9.9M +122,324 +1,377%
AI
411
Atria Investments
North Carolina
$11M -$206K -2,540 -2%
ALAM
412
Asahi Life Asset Management
Japan
$11M +$434K +5,360 +4%
LIA
413
LS Investment Advisors
Michigan
$10.9M -$205K -2,526 -2%
Jones Financial Companies
414
Jones Financial Companies
Missouri
$10.9M -$383K -4,726 -4%
BBVA
415
Banco Bilbao Vizcaya Argentaria
Spain
$10.8M +$164K +2,022 +2%
MAA
416
Matrix Asset Advisors
New York
$10.8M -$7.93K -98 -0.1%
BCM
417
BTR Capital Management
California
$10.8M -$460K -5,685 -4%
VV
418
Verity & Verity
South Carolina
$10.8M +$573K +7,078 +6%
WTC
419
WhitTier Trust Company
Nevada
$10.7M -$149K -1,836 -1%
KRS
420
Kentucky Retirement Systems
Kentucky
$10.6M +$1.34M +16,590 +15%
AAIM
421
American Assets Investment Management
California
$10.6M +$2.43M +30,000 +32%
ACM
422
Arosa Capital Management
Florida
$10.6M +$10.1M +125,000 New
Cohen & Steers
423
Cohen & Steers
New York
$10.6M +$8.5M +105,015 +526%
SSWM
424
Smith Salley Wealth Management
North Carolina
$10.5M -$85.3K -1,053 -0.8%
V
425
Veritable
Delaware
$10.5M -$1.43M -17,670 -12%

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.