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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
VI
826
Vestcor Inc
New Brunswick, Canada
$3.1M -$167K -2,063 -5%
ISB
827
Iowa State Bank
Iowa
$3.1M +$46.6K +575 +2%
SCM
828
Symons Capital Management
Pennsylvania
$3.09M -$63.4K -783 -2%
BFA
829
Bragg Financial Advisors
North Carolina
$3.08M -$356K -4,399 -11%
PWLP
830
Prio Wealth Limited Partnership
Massachusetts
$3.08M -$616K -7,603 -17%
CBB
831
Citizens Business Bank
California
$3.07M +$237K +2,928 +9%
BG
832
Bollard Group
Massachusetts
$3.07M -$6.56M -81,067 -69%
GL
833
Graypoint LLC
New York
$3.06M -$17K -210 -0.6%
CWM
834
Concentric Wealth Management
California
$3.04M +$63.6K +785 +2%
EP
835
Eudaimonia Partners
Tennessee
$3M -$176K -2,175 -6%
CBN
836
Cadence Bank NA
Texas
$2.99M -$154K -1,897 -5%
SC
837
Stolper & Co
Oklahoma
$2.99M +$353K +4,358 +14%
AT
838
Arden Trust
Delaware
$2.99M -$5.91K -73 -0.2%
AF
839
Allworth Financial
California
$2.97M +$32.3K +399 +1%
NSEDCP
840
NJ State Employees Deferred Compensation Plan
New Jersey
$2.96M
ZB
841
Zions Bancorporation
Utah
$2.95M -$85.2K -1,052 -3%
WPIC
842
White Pine Investment Company
Michigan
$2.95M -$120K -1,480 -4%
TNBTD
843
Trustmark National Bank Trust Department
Mississippi
$2.95M -$63.4K -783 -2%
BFEC
844
Benjamin F. Edwards & Company
Missouri
$2.94M -$118K -1,460 -4%
PHS
845
Pekin Hardy Strauss
Illinois
$2.94M +$950K +11,738 +51%
SCA
846
Snowden Capital Advisors
New York
$2.94M +$41.8K +516 +2%
JWCA
847
J.W. Cole Advisors
Florida
$2.94M -$6.12M -75,595 -68%
SBSB
848
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.94M +$8.82K +109 +0.3%
CRC
849
Curi RMB Capital
Illinois
$2.94M +$741K +9,157 +36%
MPAM
850
Murphy Pohlad Asset Management
Minnesota
$2.93M -$132K -1,630 -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.