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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
FBT
1026
First Bank & Trust
South Dakota
$2.01M -$101K -1,244 -5%
PAM
1027
Pegasus Asset Management
New York
$2.01M +$25.2K +311 +1%
CCG
1028
Cypress Capital Group
Florida
$2.01M -$540K -6,672 -22%
FNT
1029
First Nebraska Trust
Nebraska
$2M +$37.2K +460 +2%
WOC
1030
West Oak Capital
California
$1.99M -$96.5K -1,192 -5%
BBI
1031
Baxter Bros Inc
Connecticut
$1.99M -$355K -4,390 -16%
CLOS
1032
Compagnie Lombard Odier SCmA
Switzerland
$1.99M +$641K +7,911 +51%
LCP
1033
Legacy Capital Partners
Wisconsin
$1.99M -$176K -2,176 -8%
FAM
1034
Fred Alger Management
New York
$1.99M -$10.3K -127 -0.5%
WT
1035
Washington Trust
Rhode Island
$1.99M +$3.4K +42 +0.2%
CCM
1036
Crossvault Capital Management
Texas
$1.98M +$154K +1,904 +9%
MYAM
1037
Meiji Yasuda Asset Management
Japan
$1.97M -$39.7K -490 -2%
LSA
1038
Leonteq Securities AG
Switzerland
$1.96M +$1.88M +23,172 New
WIC
1039
Whitegate Investment Counselors
New Hampshire
$1.96M -$26.3K -325 -1%
TC
1040
Telemus Capital
Michigan
$1.95M +$25.2K +311 +1%
SEC
1041
Seven Eight Capital
New York
$1.93M -$957K -11,814 -34%
WIS
1042
Wright Investors Service
Connecticut
$1.93M -$303K -3,738 -14%
AFM
1043
Andesa Financial Management
Pennsylvania
$1.93M -$1.51M -18,708 -45%
BL
1044
BFSG LLC
California
$1.93M -$3.81K -47 -0.2%
TWM
1045
TriaGen Wealth Management
California
$1.92M +$1.84M +22,755 New
NGA
1046
Naples Global Advisors
Florida
$1.91M +$250K +3,089 +16%
CCA
1047
Cobblestone Capital Advisors
New York
$1.9M -$2.19K -27 -0.1%
FHA
1048
Flagship Harbor Advisors
Massachusetts
$1.9M +$413K +5,102 +29%
DPIM
1049
Duff & Phelps Investment Management
Illinois
$1.9M +$36.4K +450 +2%
NAM
1050
NTV Asset Management
West Virginia
$1.9M -$174K -2,151 -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.