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
GCM
776
Garland Capital Management
Washington
$3.5M +$4.05K +50 +0.1%
BSW
777
Buckingham Strategic Wealth
Missouri
$3.49M -$176K -2,169 -5%
FCH
778
Freestone Capital Holdings
Washington
$3.47M -$61.4K -758 -2%
VCA
779
Verdence Capital Advisors
Maryland
$3.46M -$2.09M -25,857 -39%
MCP
780
Mirador Capital Partners
California
$3.46M +$2.09M +25,768 +169%
RIA
781
Regal Investment Advisors
Michigan
$3.46M +$3.32M +40,945 New
PWM
782
Perigon Wealth Management
California
$3.45M -$226K -2,788 -6%
HA
783
Hamel Associates
New Jersey
$3.45M -$1.65M -20,330 -33%
CAM
784
Columbia Asset Management
Michigan
$3.45M -$228K -2,817 -6%
SBIA
785
Sheaff Brock Investment Advisors
Indiana
$3.45M -$69.1K -853 -2%
FNBT
786
FineMark National Bank & Trust
Florida
$3.44M -$58.1K -717 -2%
LIM
787
Leavell Investment Management
Alabama
$3.44M +$5.75K +71 +0.2%
FDCDDQ
788
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.42M -$236K -2,911 -7%
QIM
789
Quantitative Investment Management
Virginia
$3.42M -$3.23M -39,852 -50%
SC
790
Sepio Capital
Utah
$3.42M -$2.5M -30,919 -43%
TMAM
791
Tokio Marine Asset Management
Japan
$3.4M -$17.6K -217 -0.5%
ACA
792
Aptus Capital Advisors
Alabama
$3.39M +$308K +3,808 +10%
TPWA
793
TRUE Private Wealth Advisors
Oregon
$3.39M +$33.5K +414 +1%
EWP
794
Engrave Wealth Partners
Texas
$3.39M +$389K +4,800 +15%
SWM
795
SVA Wealth Management
Wisconsin
$3.38M -$39.3K -486 -1%
LDB
796
Lee, Danner & Bass
Tennessee
$3.37M -$325K -4,020 -9%
AC
797
Abbrea Capital
California
$3.36M -$115K -1,419 -3%
XF
798
XML Financial
Maryland
$3.36M +$1.98M +24,451 +160%
WIA
799
Wealthstreet Investment Advisors
Texas
$3.33M +$77.2K +954 +2%
AII
800
AGF Investments Inc
Ontario, Canada
$3.31M -$1.22M -15,120 -28%

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.