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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
BNP Paribas Asset Management
501
BNP Paribas Asset Management
France
$8.03M -$102K -1,263 -1%
NAMA
502
Nikko Asset Management Americas
New York
$8.02M +$332K +4,095 +5%
JIR
503
James Investment Research
Ohio
$8.01M -$925K -11,424 -11%
SCP
504
Stamos Capital Partners
California
$7.9M -$526K -6,500 -7%
FA
505
FDx Advisors
Illinois
$7.85M +$241K +2,979 +3%
DWM
506
Doyle Wealth Management
Florida
$7.82M -$1.25M -15,393 -14%
CA
507
Cetera Advisors
Colorado
$7.8M +$312K +3,852 +4%
QI
508
QV Investors
Alberta, Canada
$7.77M -$738K -9,120 -9%
DP
509
Dearborn Partners
Illinois
$7.72M +$262K +3,234 +4%
AUB
510
Atlantic Union Bankshares
Virginia
$7.7M -$267K -3,292 -3%
CA
511
Capitolis Advisors
New York
$7.7M +$7.38M +91,130 New
TCM
512
Tufton Capital Management
Maryland
$7.69M -$240K -2,959 -3%
Vontobel Holding
513
Vontobel Holding
Switzerland
$7.65M +$6.77M +83,610 New
OA
514
Oxbow Advisors
Texas
$7.64M +$5.97M +73,771 +443%
AIS
515
American Investment Services
Massachusetts
$7.64M +$227K +2,809 +3%
B
516
Barings
North Carolina
$7.62M -$3.55M -43,896 -33%
CAM
517
Carret Asset Management
New York
$7.56M -$490K -6,058 -6%
MBTD
518
Mechanics Bank - Trust Department
California
$7.54M -$358K -4,423 -5%
CIC
519
Canal Insurance Company
South Carolina
$7.54M +$1.62M +20,000 +29%
LW
520
Linscomb Wealth
Texas
$7.53M +$348K +4,298 +5%
BCWM
521
Bartlett & Co Wealth Management
Ohio
$7.48M -$58.6K -724 -0.8%
BC
522
Bartlett & Co
Ohio
$7.47M -$58.6K -724 -0.8%
KFP
523
Keystone Financial Planning
Ohio
$7.45M -$35K -432 -0.5%
Schroder Investment Management Group
524
Schroder Investment Management Group
United Kingdom
$7.39M -$13.5M -166,550 -66%
BFIM
525
Beese Fulmer Investment Management
Ohio
$7.38M -$94.7K -1,170 -1%

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.