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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
ACP
451
Ashfield Capital Partners
California
$9.42M -$395K -4,875 -4%
Man Group
452
Man Group
United Kingdom
$9.4M +$5.62M +69,432 +166%
MIA
453
MainStreet Investment Advisors
Illinois
$9.39M -$1.27M -15,644 -12%
GWM
454
Geneos Wealth Management
Colorado
$9.38M +$1.25M +15,405 +19%
1832 Asset Management
455
1832 Asset Management
Ontario, Canada
$9.35M -$1.08M -13,285 -11%
PI
456
PFS Investments
Georgia
$9.34M +$761K +9,405 +10%
WCM
457
Wedge Capital Management
North Carolina
$9.32M +$70.6K +872 +0.8%
NFT
458
Nan Fung Trinity
Hong Kong
$9.26M +$551K +6,800 +7%
SFS
459
Sowell Financial Services
Arkansas
$9.15M +$283K +3,493 +3%
GJIC
460
Gamble Jones Investment Counsel
California
$9.13M -$181K -2,232 -2%
SC
461
Sawyer & Company
Massachusetts
$9.13M -$13.8K -170 -2%
AMI
462
Amica Mutual Insurance
Rhode Island
$9.13M +$6.53M +80,647 +294%
AAS
463
Avantax Advisory Services
Texas
$9.12M -$12.5M -154,342 -59%
CA
464
Crewe Advisors
Utah
$9.12M +$74.2K +916 +0.9%
CAG
465
Crestwood Advisors Group
Massachusetts
$9.07M +$201K +2,481 +2%
BCM
466
BTC Capital Management
Iowa
$9.03M -$146K -1,799 -2%
BUB
467
BBVA USA Bancshares
Texas
$9M -$707K -8,735 -8%
CCT
468
Country Club Trust
Missouri
$9M -$7.29K -90 -0.1%
EIP
469
Easterly Investment Partners
Massachusetts
$8.98M -$60.8M -751,469 -88%
KCM
470
Kanawha Capital Management
Virginia
$8.97M -$357K -4,407 -4%
PAM
471
Private Asset Management
California
$8.94M -$1.61M -19,922 -16%
NMIMC
472
Northwestern Mutual Investment Management Company
Wisconsin
$8.92M +$250K +3,082 +3%
GIM
473
Goelzer Investment Management
Indiana
$8.9M -$1.13M -13,938 -12%
CTI
474
Community Trust & Investment
Kentucky
$8.87M -$357K -4,412 -4%
FMII
475
Farmers & Merchants Investments Inc
Nebraska
$8.79M -$51.3K -634 -0.6%

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.