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
GSC
901
G&S Capital
Colorado
$2.62M +$2.51M +31,038 New
AA
902
Argent Advisors
Louisiana
$2.62M -$1.86M -22,971 -43%
WF
903
WoodTrust Financial
Wisconsin
$2.61M +$154K +1,907 +7%
BS
904
Boenning & Scattergood
Pennsylvania
$2.61M -$85.1K -1,051 -3%
BKA
905
Brick & Kyle Associates
Pennsylvania
$2.61M -$44.1K -545 -2%
LPT
906
Legacy Private Trust
Wisconsin
$2.6M +$31.2K +385 +1%
IWA
907
IBEX Wealth Advisors
New Jersey
$2.6M +$2.49M +30,778 New
BST
908
Bath Savings Trust
Maine
$2.59M -$29.1K -360 -1%
CI
909
Conning Inc
Connecticut
$2.59M +$211K +2,607 +9%
RWA
910
River Wealth Advisors
Pennsylvania
$2.58M -$45.3K -559 -2%
IMOV
911
Investment Management of Virginia
Virginia
$2.58M -$72.1K -891 -3%
Kayne Anderson Rudnick Investment Management
912
Kayne Anderson Rudnick Investment Management
California
$2.58M -$300K -3,711 -11%
IEFM
913
IQ EQ Fund Management
Ireland
$2.57M -$66.6K -822 -3%
PVWM
914
Point View Wealth Management
New Jersey
$2.56M -$264K -3,264 -10%
BMA
915
Brooks Moore & Associates
Tennessee
$2.55M -$20.2K -250 -0.8%
AMG
916
Advisors Management Group
Wisconsin
$2.54M +$57.4K +709 +2%
PA
917
Parallel Advisors
California
$2.54M -$239K -2,958 -9%
JCM
918
Jacobi Capital Management
Pennsylvania
$2.54M -$184K -2,268 -7%
VF
919
Vest Financial
Virginia
$2.53M +$2.43M +29,965 New
IB
920
Intrust Bank
Kansas
$2.52M -$129K -1,588 -5%
PAMG
921
Patton Albertson Miller Group
Tennessee
$2.52M +$482K +5,958 +28%
DA
922
DCM Advisors
New York
$2.52M +$2.41M +29,809 New
MPIM
923
McGinn Penninger Investment Management
Virginia
$2.52M +$2.41M +29,778 New
MHIC
924
Marble Harbor Investment Counsel
Massachusetts
$2.5M
DACS
925
Dymon Asia Capital (Singapore)
Singapore
$2.5M +$2.39M +29,554 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.