We are live on ! Find out more
CVX icon

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
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$676M +$104M +1,280,658 +19%
UBS AM
27
UBS AM
Illinois
$653M +$96.2M +1,188,386 +18%
AAMU
28
Amundi Asset Management US
Massachusetts
$644M +$426M +5,259,579 +222%
Swiss National Bank
29
Swiss National Bank
Switzerland
$616M +$31.6K +390 +0%
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$609M -$34.1M -421,621 -6%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$597M -$62.9M -776,839 -10%
AllianceBernstein
32
AllianceBernstein
Tennessee
$571M +$59.7M +737,344 +12%
Goldman Sachs
33
Goldman Sachs
New York
$495M +$29.5M +363,877 +7%
Fisher Asset Management
34
Fisher Asset Management
Washington
$477M +$17.4M +214,786 +4%
Deutsche Bank
35
Deutsche Bank
Germany
$468M -$24.5M -302,378 -5%
PPA
36
Parametric Portfolio Associates
Washington
$465M +$67.9M +838,973 +18%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$464M +$148M +1,825,947 +56%
Federated Hermes
38
Federated Hermes
Pennsylvania
$461M -$5.56M -68,715 -1%
Massachusetts Financial Services
39
Massachusetts Financial Services
Massachusetts
$432M -$1.84M -22,673 -0.4%
Fayez Sarofim & Co
40
Fayez Sarofim & Co
Texas
$426M -$780K -9,633 -0.2%
American Century Companies
41
American Century Companies
Missouri
$421M +$102M +1,265,459 +34%
CS
42
Credit Suisse
Switzerland
$421M +$64.7M +799,575 +19%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$390M +$24.7M +304,543 +7%
RJA
44
Raymond James & Associates
Florida
$383M -$5.78M -71,382 -2%
Principal Financial Group
45
Principal Financial Group
Iowa
$379M -$6.22M -76,822 -2%
Wellington Management Group
46
Wellington Management Group
Massachusetts
$373M -$343M -4,236,934 -49%
Diamond Hill Capital Management
47
Diamond Hill Capital Management
Ohio
$341M +$48.6M +600,233 +17%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$337M -$2.36M -29,160 -0.7%
APG Asset Management
49
APG Asset Management
Netherlands
$336M +$2.34M +28,867 +0.6%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$335M -$10.6M -130,991 -3%

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.