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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
CC
626
Courier Capital
New York
$5.19M -$28.3K -350 -0.6%
TI
627
Trexquant Investment
Connecticut
$5.16M +$4.95M +61,151 New
IAA
628
Independent Advisor Alliance
North Carolina
$5.15M +$429K +5,304 +10%
MIC
629
Meridian Investment Counsel
California
$5.13M +$146K +1,803 +3%
ICG
630
InterOcean Capital Group
Tennessee
$5.13M +$4.92M +60,727 New
RM
631
Resource Management
Louisiana
$5.08M -$96K -1,186 -2%
PCA
632
Peddock Capital Advisors
Massachusetts
$5.08M -$159K -1,959 -3%
KPWS
633
Kestra Private Wealth Services
Texas
$5.07M +$1.12M +13,778 +30%
KPCM
634
Kings Point Capital Management
New York
$5.06M -$253K -3,125 -5%
CP
635
Corbenic Partners
Pennsylvania
$5.01M +$804K +9,928 +20%
AIA
636
Allied Investment Advisors
Montana
$5.01M -$227K -2,799 -5%
DT
637
Diversified Trust
Tennessee
$4.99M -$77.3K -955 -2%
MFA
638
Mayflower Financial Advisors
Massachusetts
$4.98M +$4.77M +58,963 New
BC
639
Bruce & Co
Illinois
$4.95M
GLLW
640
Graves Light Lenhart Wealth
Virginia
$4.94M -$307K -3,792 -6%
MIC
641
Means Investment Company
Maine
$4.92M +$48.5K +599 +1%
FAIM
642
Financial Advocates Investment Management
Washington
$4.89M +$778K +9,605 +20%
CIC
643
Cornercap Investment Counsel
Georgia
$4.89M +$33K +408 +1%
MIAN
644
Mariner Independent Advisor Network
Kansas
$4.89M +$387K +4,782 +9%
MS
645
Madden Securities
Texas
$4.88M +$777K +9,596 +20%
CAC
646
Core Alternative Capital
Georgia
$4.87M +$140K +1,727 +3%
KRSITF
647
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.84M +$677K +8,358 +17%
CCM
648
Coldstream Capital Management
Washington
$4.83M +$3.41M +42,169 +281%
CNBTD
649
Citizens National Bank Trust Department
Mississippi
$4.78M +$70K +865 +2%
KWM
650
Kingsview Wealth Management
Oregon
$4.78M +$2.22M +27,464 +94%

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.