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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
SFS
1126
Strategic Financial Services
New York
$1.65M -$179K -2,210 -10%
VNA
1127
Valley National Advisers
Pennsylvania
$1.65M -$75.2K -929 -5%
AWM
1128
Avior Wealth Management
Nebraska
$1.64M -$211K -2,606 -12%
YIA
1129
YHB Investment Advisors
Connecticut
$1.64M -$209K -2,585 -12%
EF
1130
Empirical Finance
Pennsylvania
$1.64M +$319K +3,934 +25%
KC
1131
Kinloch Capital
Virginia
$1.64M +$1.57M +19,387 New
IWC
1132
Integrated Wealth Concepts
Massachusetts
$1.63M -$241K -2,975 -13%
BOCM
1133
Bontempo Ohly Capital Management
Maryland
$1.62M +$62.8K +776 +4%
HSWM
1134
Hubbell Strickland Wealth Management
Louisiana
$1.62M -$110K -1,355 -7%
CNC
1135
Citizens & Northern Corp
Pennsylvania
$1.61M -$567 -7 -0%
CFMC
1136
Curbstone Financial Management Corp
New Hampshire
$1.6M +$125K +1,540 +9%
SAM
1137
Selway Asset Management
$1.6M -$2.02K -25 -0.1%
TYCC
1138
Texas Yale Capital Corp
Florida
$1.6M -$81.6K -1,008 -5%
EI
1139
EDMP Inc
Florida
$1.6M -$24.6K -304 -2%
RA
1140
RFG Advisory
Alabama
$1.58M -$70.6K -872 -5%
TCOO
1141
Trust Company of Oklahoma
Oklahoma
$1.58M -$215K -2,658 -12%
WSTAM
1142
Wilbanks Smith & Thomas Asset Management
Virginia
$1.58M -$269K -3,327 -15%
NPP
1143
New Potomac Partners
Maryland
$1.58M -$37.2K -460 -2%
LM
1144
Lincluden Management
Ontario, Canada
$1.58M -$114K -1,410 -7%
MCM
1145
McMillion Capital Management
North Carolina
$1.58M -$77.5K -957 -5%
BC
1146
Bridgefront Capital
Texas
$1.58M +$1.51M +18,672 New
WA
1147
Wealth Alliance
New York
$1.57M +$41.9K +517 +3%
HVP
1148
Hudson Value Partners
Florida
$1.57M +$1.49M +18,389 New
MFG
1149
Magnus Financial Group
New York
$1.57M +$153K +1,893 +11%
BC
1150
Burney Company
Virginia
$1.56M -$382K -4,715 -20%

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.