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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
RG
426
Rathbones Group
United Kingdom
$10.5M -$238K -2,941 -2%
GD
427
Grandfield & Dodd
New York
$10.5M +$1.29M +15,945 +15%
EWM
428
Evercore Wealth Management
New York
$10.5M -$2.19M -27,087 -18%
GGI
429
Godsey & Gibb Inc
Virginia
$10.4M -$286K -3,535 -3%
BWM
430
Buckley Wealth Management
Nevada
$10.4M +$121K +1,492 +1%
BCM
431
Bridgeway Capital Management
Texas
$10.3M -$1.54M -19,000 -13%
NMERB
432
New Mexico Educational Retirement Board
New Mexico
$10.3M +$159K +1,960 +2%
SOAMC
433
Spirit of America Management Corp
New York
$10.2M -$125K -1,550 -1%
EB
434
Eastern Bank
Massachusetts
$10.2M +$18.1K +224 +0.2%
NIP
435
Nicholas Investment Partners
California
$10.2M +$9.79M +120,938 New
CDH
436
Charles D. Hyman
$10.2M -$131K -1,619 -1%
PFPT
437
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.1M -$953K -11,773 -9%
LSERS
438
Louisiana State Employees Retirement System
Louisiana
$10.1M +$2M +24,700 +26%
BB
439
Busey Bank
Illinois
$10.1M -$104K -1,280 -1%
HPC
440
HM Payson & Co
Maine
$10.1M -$801K -9,894 -8%
OSAM
441
O'Shaughnessy Asset Management
Connecticut
$9.97M +$7.91M +97,673 +480%
SIM
442
Sentry Investment Management
Wisconsin
$9.92M +$4.35M +53,775 +84%
JG
443
Jefferies Group
New York
$9.8M +$5.9M +72,842 +168%
WAS
444
Wesleyan Assurance Society
United Kingdom
$9.77M -$332K -4,100 -3%
AAM
445
AR Asset Management
California
$9.76M -$405K -5,000 -4%
BHWM
446
Bar Harbor Wealth Management
New Hampshire
$9.66M +$100K +1,235 +1%
TU
447
TDAM USA
Ontario, Canada
$9.65M +$364K +4,494 +4%
SCM
448
Shelton Capital Management
Colorado
$9.58M -$3.06M -37,849 -25%
Pacer Advisors
449
Pacer Advisors
Pennsylvania
$9.5M -$3.38M -41,700 -27%
PCM
450
Penserra Capital Management
California
$9.43M +$3.82M +47,242 +73%

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.