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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
Canada Life
76
Canada Life
Manitoba, Canada
$165M +$6.87M +84,795 +5%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$163M +$15.5M +191,427 +11%
Korea Investment Corp
78
Korea Investment Corp
South Korea
$156M +$10.8M +132,944 +8%
US Bancorp
79
US Bancorp
Minnesota
$155M -$8.46M -104,525 -5%
Lord, Abbett & Co
80
Lord, Abbett & Co
New Jersey
$155M +$2.66M +32,797 +2%
ClearBridge Investments
81
ClearBridge Investments
New York
$152M -$4.05M -50,041 -3%
Mitsubishi UFJ Trust & Banking
82
Mitsubishi UFJ Trust & Banking
Japan
$146M -$1.48M -18,231 -1%
JMPWA
83
JP Morgan Private Wealth Advisors
California
$142M -$10M -124,024 -7%
PP
84
Prudential plc
United Kingdom
$136M -$49.6M -612,480 -28%
CWP
85
Capital Wealth Planning
Florida
$136M +$24.3M +299,574 +25%
State of Wisconsin Investment Board
86
State of Wisconsin Investment Board
Wisconsin
$126M -$5.61M -69,248 -4%
CP
87
Coho Partners
Pennsylvania
$124M +$5.71M +70,518 +5%
Russell Investments Group
88
Russell Investments Group
United Kingdom
$123M +$16.2M +200,249 +16%
CIBC Private Wealth Group
89
CIBC Private Wealth Group
Georgia
$122M -$9.76M -120,583 -8%
EIP
90
Epoch Investment Partners
New York
$121M +$34.7M +428,711 +43%
Chevy Chase Trust
91
Chevy Chase Trust
Maryland
$120M +$200K +2,467 +0.2%
SCCM
92
Schafer Cullen Capital Management
New York
$119M -$878K -10,844 -0.8%
Retirement Systems of Alabama
93
Retirement Systems of Alabama
Alabama
$118M +$1.68M +20,743 +2%
Public Employees Retirement Association of Colorado
94
Public Employees Retirement Association of Colorado
Colorado
$117M -$546K -6,749 -0.5%
SO
95
STRS Ohio
Ohio
$116M -$591K -7,302 -0.5%
AACR
96
ACR Alpine Capital Research
Missouri
$115M +$9.97M +123,182 +10%
Baird Financial Group
97
Baird Financial Group
Wisconsin
$112M +$12.2M +150,760 +13%
LPL Financial
98
LPL Financial
California
$108M +$2.97M +36,632 +3%
Aberdeen Group
99
Aberdeen Group
United Kingdom
$108M -$9.26M -114,334 -8%
Robeco Institutional Asset Management
100
Robeco Institutional Asset Management
Netherlands
$106M -$263K -3,254 -0.3%

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.