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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
CWG
851
Cornerstone Wealth Group
North Carolina
$2.92M +$2.53M +31,250 +944%
BAM
852
Barrett Asset Management
New York
$2.91M -$13.4K -165 -0.5%
MBT
853
Montecito Bank & Trust
California
$2.9M +$36.9K +456 +1%
AC
854
Allstate Corporation
Illinois
$2.89M +$1.31M +16,210 +90%
APA
855
American Portfolios Advisors
New York
$2.89M +$139K +1,718 +5%
SFA
856
Sequoia Financial Advisors
Ohio
$2.89M +$534K +6,592 +24%
CPWA
857
Cerro Pacific Wealth Advisors
California
$2.88M +$2.76M +34,100 New
ETI
858
Enterprise Trust & Investment
California
$2.88M -$20.2K -250 -0.8%
WSCM
859
Wellington Shields Capital Management
New York
$2.87M +$1.14M +14,109 +71%
HCM
860
Hengehold Capital Management
Ohio
$2.86M +$368K +4,546 +15%
WLPWM
861
Walled Lake Planning & Wealth Management
Illinois
$2.85M -$1.38K -17 -0.1%
LWM
862
Liberty Wealth Management
California
$2.85M +$63K +778 +2%
FNBTCON
863
First National Bank & Trust Co of Newtown
Pennsylvania
$2.84M -$54.7K -676 -2%
BHWA
864
Beacon Harbor Wealth Advisors
Virginia
$2.83M +$201K +2,480 +8%
BL
865
BCWM LLC
Kansas
$2.83M +$65.3K +806 +2%
CHC
866
City Holding Co
West Virginia
$2.83M -$426K -5,258 -14%
NCM
867
Narwhal Capital Management
Georgia
$2.82M -$391K -4,825 -13%
MSAM
868
Moloney Securities Asset Management
Missouri
$2.8M -$96.5K -1,192 -3%
BCCM
869
Bridge Creek Capital Management
Massachusetts
$2.8M -$25.1K -310 -0.9%
IFAM
870
Institutional & Family Asset Management
Colorado
$2.79M -$132K -1,630 -5%
BP
871
BBR Partners
New York
$2.79M -$93.6K -1,156 -3%
Lido Advisors
872
Lido Advisors
California
$2.79M +$1.04M +12,789 +63%
BRWA
873
B. Riley Wealth Advisors
Florida
$2.78M -$993K -12,269 -27%
MP
874
McDonald Partners
Ohio
$2.77M +$2.66M +32,865 New
AP
875
Advisor Partners
California
$2.77M -$519K -6,408 -16%

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.