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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
MA
976
Montag & Associates
Georgia
$2.26M -$464K -5,734 -18%
ECM
977
EagleClaw Capital Management
Massachusetts
$2.26M +$76.9K +950 +4%
GCM
978
Gables Capital Management
Florida
$2.25M -$56.7K -700 -3%
WPC
979
White Pine Capital
Minnesota
$2.25M -$267K -3,295 -11%
PCTC
980
Perkins Coie Trust Company
Washington
$2.23M -$139K -1,714 -6%
BMM
981
Buffington Mohr McNeal
Idaho
$2.23M -$53.6K -662 -2%
PWP
982
Private Wealth Partners
California
$2.23M +$235K +2,905 +12%
PLFAM
983
Pineno Levin & Ford Asset Management
Virginia
$2.23M +$250K +3,084 +13%
LG
984
LaFleur & Godfrey
Michigan
$2.23M -$593K -7,320 -22%
WAM
985
Weatherly Asset Management
California
$2.22M +$312K +3,854 +17%
TF
986
TRH Financial
Iowa
$2.21M +$363K +4,484 +21%
GCIG
987
Grand Central Investment Group
Florida
$2.2M +$2.11M +26,033 New
HWM
988
Hohimer Wealth Management
Washington
$2.19M -$376K -4,638 -15%
BCFS
989
Butensky & Cohen Financial Security
Florida
$2.19M +$63.6K +786 +3%
RHDIC
990
R.H. Dinel Investment Counsel
California
$2.18M
PFS
991
Physicians Financial Services
North Carolina
$2.17M -$234K -2,893 -10%
SCA
992
Sippican Capital Advisors
Massachusetts
$2.17M +$503K +6,211 +32%
FSA
993
Fort Sheridan Advisors
Illinois
$2.17M -$4.86K -60 -0.2%
PCFFS
994
Pacific Center for Financial Services
California
$2.15M -$15.3K -189 -0.7%
IA
995
IFP Advisors
Florida
$2.15M +$62K +766 +3%
MWM
996
Mattern Wealth Management
Kansas
$2.13M +$14.7K +182 +0.7%
MJB
997
Mark J. Bradley
$2.13M +$2.04M +25,199 New
Fiera Capital (Canada)
998
Fiera Capital (Canada)
Quebec, Canada
$2.12M -$130K -1,610 -6%
PTC
999
Private Trust Company
Ohio
$2.11M +$101K +1,248 +5%
KFBMI
1000
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.11M

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.