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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
TCM
551
Twin Capital Management
Pennsylvania
$6.67M -$95.3K -1,177 -1%
EGA
552
Eagle Global Advisors
Texas
$6.63M -$437K -5,392 -6%
PAM
553
Palisade Asset Management
Minnesota
$6.59M -$420K -5,193 -6%
GAI
554
General American Investors
New York
$6.57M +$4.05M +50,000 +180%
TI
555
Tidal Investments
Wisconsin
$6.56M +$1.24M +15,327 +25%
OAM
556
Oak Asset Management
California
$6.55M -$107K -1,317 -2%
Wealthfront Advisers
557
Wealthfront Advisers
California
$6.46M +$1.41M +17,402 +29%
ECM
558
Estabrook Capital Management
New York
$6.45M -$421K -5,197 -6%
NIM
559
Northeast Investment Management
Massachusetts
$6.41M -$987K -12,185 -14%
CIC
560
Cutler Investment Counsel
Oregon
$6.4M -$8.58K -106 -0.1%
AC
561
Alley Company
Illinois
$6.39M -$19.8M -244,638 -76%
NAM
562
NorthCoast Asset Management
Connecticut
$6.33M -$1.12M -13,868 -16%
NB
563
NBT Bank
New York
$6.29M -$282K -3,480 -4%
BOTW
564
Bank of the West
California
$6.28M +$93.7K +1,157 +2%
B
565
BP
United Kingdom
$6.28M -$5.95M -73,506 -50%
PFM
566
Premier Fund Managers
United Kingdom
$6.26M +$5.94M +73,400 New
BCM
567
Buckhead Capital Management
Georgia
$6.25M +$110K +1,360 +2%
TCM
568
Telos Capital Management
California
$6.21M -$252K -3,109 -4%
CC
569
Cipher Capital
New York
$6.17M +$5.91M +73,033 New
GAM
570
Guinness Asset Management
United Kingdom
$6.11M -$300K -3,700 -5%
RBA
571
Richard Bernstein Advisors
New York
$6.1M
FPCM
572
Financial Partners Capital Management
New York
$6.1M -$1.63M -20,154 -22%
WIC
573
Woodmont Investment Counsel
Tennessee
$6.09M -$72K -889 -1%
PFM
574
Parsec Financial Management
North Carolina
$6.07M -$1.84M -22,704 -24%
IWP
575
Icon Wealth Partners
Texas
$6.07M +$747K +9,224 +15%

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.