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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
Credit Agricole
751
Credit Agricole
France
$3.71M -$1.29M -15,977 -27%
APSI
752
Asset Planning Services Inc
Louisiana
$3.69M -$57.9K -715 -2%
DIA
753
Dean Investment Associates
Ohio
$3.69M -$276K -3,408 -7%
PWW
754
Pettyjohn Wood & White
Virginia
$3.68M -$582K -7,192 -14%
EWA
755
Exencial Wealth Advisors
Oklahoma
$3.67M -$3.28M -40,525 -48%
PCIA
756
Prime Capital Investment Advisors
Kansas
$3.66M -$2.41M -29,813 -41%
MJP
757
Michael J. Puzo
$3.66M -$415K -5,120 -11%
FMTC
758
Farmers & Merchants Trust Company
California
$3.65M -$695K -8,589 -17%
AWE
759
Avidian Wealth Enterprises
Texas
$3.64M +$427K +5,270 +14%
DAS
760
Dynamic Advisor Solutions
Arizona
$3.64M +$674K +8,320 +24%
MPM
761
Meritage Portfolio Management
Kansas
$3.63M +$165K +2,038 +5%
FHB
762
First Hawaiian Bank
Hawaii
$3.61M -$231K -2,857 -6%
LNWWM
763
Laird Norton Wetherby Wealth Management
California
$3.61M +$377K +4,656 +12%
CT
764
Chicago Trust
Illinois
$3.6M +$118K +1,459 +4%
EP
765
Edgestream Partners
New Jersey
$3.59M -$12.2M -150,558 -78%
FWM
766
Frontier Wealth Management
Missouri
$3.58M +$1.6M +19,795 +87%
PWP
767
Principle Wealth Partners
Connecticut
$3.58M +$2.7M +33,403 +369%
AF
768
Alerus Financial
North Dakota
$3.58M -$1.26M -15,543 -27%
FNB
769
Farmers National Bank
Kentucky
$3.58M +$3.43M +42,364 New
AIA
770
Affinity Investment Advisors
California
$3.56M -$117K -1,441 -3%
AP
771
Americana Partners
Texas
$3.56M +$555K +6,860 +19%
FMWA
772
Forvis Mazars Wealth Advisors
Missouri
$3.54M +$792K +9,788 +31%
VWA
773
Visionary Wealth Advisors
Illinois
$3.52M +$240K +2,961 +8%
CB
774
Community Bank
New York
$3.51M -$107K -1,326 -3%
SFI
775
Siemens Fonds Invest
Germany
$3.51M +$3.33M +41,113 New

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.