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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
MAFM
876
Mid Atlantic Financial Management
Pennsylvania
$2.77M +$741K +9,153 +39%
SVWAG
877
Sound View Wealth Advisors Group
Georgia
$2.77M -$94.4K -1,166 -3%
BIAS
878
Beacon Investment Advisory Services
New Jersey
$2.76M -$371K -4,587 -12%
JC
879
Jacobs & Co
California
$2.76M -$214K -2,645 -7%
LDFR
880
Lehman & Derafelo Financial Resources
Pennsylvania
$2.76M -$565K -6,978 -18%
FMTCOCP
881
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.75M -$68K -840 -3%
OIM
882
Opus Investment Management
Massachusetts
$2.75M
OLA
883
Oliver Luxxe Assets
New Jersey
$2.74M -$181K -2,230 -7%
CS
884
Candriam SCA
Luxembourg
$2.74M +$262K +3,241 +11%
BBNA
885
Bremer Bank National Association
Minnesota
$2.73M +$10.6K +131 +0.4%
TWA
886
TCI Wealth Advisors
Arizona
$2.73M +$82.9K +1,024 +3%
VFA
887
Valeo Financial Advisors
Indiana
$2.73M +$265K +3,274 +11%
BA
888
Baugh & Associates
Georgia
$2.72M -$33.6K -415 -1%
SGA
889
Strategic Global Advisors
California
$2.71M +$2.6M +32,123 New
HFM
890
Hartford Financial Management
Connecticut
$2.71M -$3.08K -38 -0.1%
ACM
891
Argyle Capital Management
Pennsylvania
$2.7M +$12.1K +150 +0.5%
AMIM
892
Aull & Monroe Investment Management
Alabama
$2.7M +$193K +2,387 +8%
CCT
893
Capital City Trust
Florida
$2.7M -$332K -4,095 -11%
MSRPS
894
Maryland State Retirement & Pension System
Maryland
$2.69M +$2.53M +31,232 New
KA
895
Kovack Advisors
Florida
$2.68M +$222K +2,742 +9%
SWMG
896
Signature Wealth Management Group
Georgia
$2.68M +$61.7K +762 +2%
FBC
897
Fairfield, Bush & Co
Connecticut
$2.66M +$207K +2,556 +9%
OPCM
898
Osborne Partners Capital Management
California
$2.64M -$84.6K -1,045 -3%
HH
899
Hilltop Holdings
Texas
$2.64M +$959K +11,850 +61%
SWK
900
Stephen W. Kidder
$2.63M -$1.4M -17,280 -36%

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.