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
AWMT
651
AAFMAA Wealth Management & Trust
North Carolina
$4.77M +$4.58M +56,537 New
GIM
652
Grassi Investment Management
California
$4.76M -$938K -11,583 -17%
SFO
653
Stokes Family Office
Louisiana
$4.75M +$310K +3,829 +7%
VFA
654
Voya Financial Advisors
Connecticut
$4.73M +$108K +1,335 +2%
Wolverine Trading
655
Wolverine Trading
Illinois
$4.73M -$34.7K -429 -0.8%
PP
656
Patten & Patten
Tennessee
$4.72M +$149K +1,843 +3%
GW
657
GW & Wade
Massachusetts
$4.72M +$96.3K +1,190 +2%
HC
658
Hourglass Capital
Texas
$4.72M -$648K -8,007 -13%
1IA
659
1834 Investment Advisors
Wisconsin
$4.7M -$441K -5,443 -9%
MWA
660
Meridian Wealth Advisors
Texas
$4.68M +$260K +3,212 +6%
MCP
661
Martin Capital Partners
Oregon
$4.68M +$1.03M +12,667 +30%
PFS
662
Prospera Financial Services
Texas
$4.67M +$4.48M +55,300 +276,500%
SIG
663
Sky Investment Group
Connecticut
$4.66M +$685K +8,459 +18%
FPCG
664
Fort Pitt Capital Group
Pennsylvania
$4.66M +$403K +4,980 +10%
CIC
665
Carnegie Investment Counsel
Ohio
$4.66M -$262K -3,237 -6%
USAA
666
United Services Automobile Association
Texas
$4.65M +$831K +10,264 +35%
CCC
667
Chelsea Counsel Company
California
$4.62M -$139K -1,711 -3%
FMC
668
First Merchants Corp
Indiana
$4.61M -$412K -5,085 -9%
TCOT
669
Trust Company of Toledo
Ohio
$4.61M -$244K -3,009 -5%
FNFDCM
670
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.6M -$21.5K -265 -0.5%
CNC
671
Canandaigua National Corp
New York
$4.56M -$1.11M -13,690 -20%
CCMD
672
Cypress Capital Management (Delaware)
Delaware
$4.55M -$670K -8,278 -13%
WS
673
Wedbush Securities
California
$4.53M -$176K -2,177 -4%
MCM
674
Mengis Capital Management
Oregon
$4.5M +$213K +2,627 +5%
RG
675
Retirement Group
California
$4.5M -$170K -2,094 -4%

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.