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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
MFG
1101
MidWestOne Financial Group
Iowa
$1.73M +$206K +2,546 +14%
VWM
1102
Venturi Wealth Management
Texas
$1.73M +$427K +5,271 +35%
IC
1103
Intersect Capital
California
$1.73M -$542K -6,694 -25%
TH
1104
TCTC Holdings
Texas
$1.73M -$80.7K -997 -5%
NSB
1105
Norway Savings Bank
Maine
$1.72M +$75.3K +930 +5%
CCA
1106
Checchi Capital Advisers
California
$1.72M -$138K -1,707 -8%
SIC
1107
Shoker Investment Counsel
Ohio
$1.72M +$43.6K +539 +3%
HAIM
1108
Hunter Associates Investment Management
Pennsylvania
$1.71M -$21.9K -270 -1%
CIAS
1109
Capital Investment Advisory Services
North Carolina
$1.71M +$204K +2,519 +14%
CWM
1110
Cornerstone Wealth Management
Missouri
$1.71M +$189K +2,335 +13%
BWA
1111
BDO Wealth Advisors
Florida
$1.7M -$66.1K -817 -4%
WTB
1112
Washington Trust Bank
Washington
$1.7M -$43.9K -542 -3%
CHAM
1113
Clear Harbor Asset Management
Connecticut
$1.7M +$738K +9,119 +83%
EBT
1114
Enterprise Bank & Trust
Massachusetts
$1.69M -$22K -272 -1%
MPCG
1115
Matrix Private Capital Group
New York
$1.69M -$272K -3,365 -14%
MCC
1116
Money Concepts Capital
Florida
$1.68M +$1.61M +19,938 New
EM
1117
Excalibur Management
Massachusetts
$1.68M -$45.7K -564 -3%
AI
1118
ArchPoint Investors
Florida
$1.67M +$611K +7,545 +62%
FHA
1119
First Horizon Advisors
Tennessee
$1.67M -$330K -4,075 -17%
SRC
1120
Shufro Rose & Co
New York
$1.67M -$973K -12,012 -38%
IBOK
1121
Independence Bank of Kentucky
Kentucky
$1.67M -$219K -2,704 -12%
CIA
1122
Cohen Investment Advisors
New Hampshire
$1.67M +$1.6M +19,729 New
CHJWM
1123
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.66M -$113K -1,401 -7%
AIP
1124
Ahrens Investment Partners
Louisiana
$1.66M +$22.1K +273 +1%
BAMF
1125
BI Asset Management Fondsmaeglerselskab
Denmark
$1.65M +$143K +1,764 +10%

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.