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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
RC
676
RegentAtlantic Capital
New Jersey
$4.47M -$197K -2,436 -4%
SLI
677
Sumitomo Life Insurance
Japan
$4.46M -$153K -1,895 -3%
FLPIM
678
F.L. Putnam Investment Management
Massachusetts
$4.44M +$2.61M +32,285 +159%
ANBT
679
American National Bank & Trust
Texas
$4.43M +$139K +1,719 +3%
FCBT
680
First Citizens Bank & Trust
North Carolina
$4.42M -$1.5M -18,487 -26%
BMSSC
681
B. Metzler seel. Sohn & Co
Germany
$4.42M +$4.17M +51,546 New
NCM
682
Novare Capital Management
North Carolina
$4.41M -$332K -4,099 -7%
SCM
683
Stonebridge Capital Management
California
$4.41M +$52.6K +650 +1%
HWM
684
Holloway Wealth Management
Florida
$4.4M
MHI
685
Miller Howard Investments
New York
$4.38M +$403K +4,979 +11%
CT
686
Caldwell Trust
Florida
$4.38M -$39.9K -493 -0.9%
SBWIC
687
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.37M +$2.77M +34,202 +195%
VCM
688
Violich Capital Management
California
$4.32M -$359K -4,430 -8%
FMBTD
689
First Midwest Bank Trust Division
Illinois
$4.32M -$202K -2,489 -5%
HT
690
Heritage Trust
Oklahoma
$4.32M -$118K -1,462 -3%
NEAM
691
New England Asset Management
Connecticut
$4.31M +$269K +3,319 +7%
Tudor Investment Corp
692
Tudor Investment Corp
Connecticut
$4.31M -$6.44M -79,594 -61%
LNC
693
Lincoln National Corp
Pennsylvania
$4.3M +$468K +5,785 +13%
OCM
694
Oakwood Capital Management
California
$4.3M +$1.38M +17,091 +51%
CCM
695
Cohen Capital Management
California
$4.29M -$48.6K -600 -1%
PPW
696
Parcion Private Wealth
Washington
$4.29M -$164K -2,031 -4%
BCM
697
Brookstone Capital Management
Illinois
$4.27M +$697K +8,612 +21%
AAS
698
Annex Advisory Services
Wisconsin
$4.27M +$2.28M +28,219 +126%
BIA
699
Biondo Investment Advisors
Pennsylvania
$4.27M +$117K +1,440 +3%
FB
700
Fulton Bank
Pennsylvania
$4.26M -$397K -4,906 -9%

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.