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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
VF
576
Virtu Financial
New York
$6.06M +$3.02M +37,346 +109%
SCA
577
Spearhead Capital Advisors
Florida
$6.05M +$652K +8,056 +13%
IRF
578
IBM Retirement Fund
New York
$6.04M +$656K +8,099 +13%
MNG
579
Manning & Napier Group
New York
$5.97M -$18.9M -233,271 -77%
SAA
580
Southeast Asset Advisors
Georgia
$5.96M +$1.2M +14,804 +27%
MCM
581
Maple Capital Management
Vermont
$5.94M -$65.3K -807 -1%
WDC
582
Woodward Diversified Capital
California
$5.94M +$5.69M +70,319 New
VAS
583
Vestmark Advisory Solutions
Massachusetts
$5.92M +$331K +4,094 +6%
SWM
584
Stockman Wealth Management
Montana
$5.92M +$728K +8,989 +15%
GF
585
Goodman Financial
Texas
$5.9M +$342K +4,224 +6%
RCYC
586
Richard C. Young & Co
Rhode Island
$5.89M +$492K +6,071 +10%
CF
587
Clarity Financial
Texas
$5.88M +$5.64M +69,609 New
BPA
588
Beacon Pointe Advisors
California
$5.84M +$3.62M +44,690 +183%
NRS
589
Neville Rodie & Shaw
New York
$5.83M -$612K -7,553 -10%
CTA
590
Colonial Trust Advisors
South Carolina
$5.82M +$185K +2,284 +3%
FAB
591
First American Bank
Illinois
$5.81M -$1.33M -16,401 -19%
MDCM
592
Morgan Dempsey Capital Management
Wisconsin
$5.78M -$1.42M -17,600 -20%
MCM
593
Maryland Capital Management
Maryland
$5.77M +$131K +1,622 +2%
VHAM
594
Van Hulzen Asset Management
California
$5.73M +$4.55M +56,234 +484%
MIM
595
Montgomery Investment Management
Maryland
$5.72M -$149K -1,846 -3%
AAM
596
Autus Asset Management
Arizona
$5.71M -$212K -2,621 -4%
CM
597
Castleark Management
Illinois
$5.7M +$1.14M +14,110 +26%
CI
598
Cigna Investments
Connecticut
$5.68M +$562K +6,938 +11%
JWBC
599
J.W. Burns & Co
New York
$5.67M +$77.2K +953 +1%
SWM
600
SeaCrest Wealth Management
New York
$5.66M -$148K -1,831 -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.