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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
SIM
951
Stratos Investment Management
Ohio
$2.33M +$412K +5,091 +23%
MC
952
Middleton & Co
Massachusetts
$2.33M -$383K -4,734 -15%
AB
953
Atlas Brown
Kentucky
$2.33M +$26.2K +324 +1%
HVIA
954
Hudson Valley Investment Advisors
New York
$2.33M -$170K -2,098 -7%
SL
955
Summitry LLC
California
$2.32M +$134K +1,653 +6%
ECM
956
Evergreen Capital Management
Washington
$2.32M -$108K -1,340 -5%
MIM
957
MTM Investment Management
South Carolina
$2.32M +$2.22M +27,426 New
1WA
958
180 Wealth Advisors
Washington
$2.31M -$72.1K -891 -4%
CMO
959
Covenant Multifamily Offices
Texas
$2.31M +$636K +7,852 +40%
RWM
960
RKL Wealth Management
Pennsylvania
$2.31M -$202K -2,489 -8%
TCA
961
Transcend Capital Advisors
New Jersey
$2.31M -$96.8K -1,196 -4%
6M
962
6 Meridian
Kansas
$2.3M -$111K -1,365 -5%
BAAM
963
Baker Avenue Asset Management
California
$2.3M -$272K -3,360 -11%
WANY
964
Wealthspire Advisors (New York)
New York
$2.29M +$1.44M +17,846 +192%
FLI
965
Family Legacy Inc
South Carolina
$2.29M -$11.5K -142 -0.5%
CS
966
Comerica Securities
Michigan
$2.28M +$324K +4,001 +17%
BCM
967
Brookmont Capital Management
Texas
$2.28M -$169K -2,090 -7%
MWM
968
Meridian Wealth Management
Kentucky
$2.27M +$417K +5,147 +24%
BCM
969
Boltwood Capital Management
California
$2.27M -$40.5K -500 -2%
BMO
970
Beck Mack & Oliver
New York
$2.27M -$151K -1,861 -6%
Walleye Trading
971
Walleye Trading
New York
$2.27M +$2.18M +26,887 New
IC
972
Inscription Capital
Texas
$2.27M -$566K -6,987 -21%
AF
973
Arrow Financial
New York
$2.27M -$26.8K -331 -1%
HIP
974
Harrell Investment Partners
Texas
$2.27M -$493K -6,094 -19%
AWM
975
Altium Wealth Management
New York
$2.26M -$207K -2,562 -9%

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.