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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
TAM
1151
Taurus Asset Management
New York
$1.56M -$588K -7,268 -28%
RG
1152
Rikoon Group
New Mexico
$1.56M -$242K -2,988 -14%
SCP
1153
Silverleafe Capital Partners
Tennessee
$1.55M -$375K -4,635 -20%
FG
1154
Fiduciary Group
Georgia
$1.55M -$60.9K -752 -4%
CFGS
1155
Concourse Financial Group Securities
Alabama
$1.55M -$302K -3,731 -17%
LFAS
1156
Level Four Advisory Services
Texas
$1.55M -$102K -1,254 -6%
LC
1157
LCNB Corp
Ohio
$1.55M -$114K -1,402 -7%
JFGIW
1158
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.55M +$101K +1,250 +7%
CIS
1159
Connors Investor Services
Pennsylvania
$1.55M +$29.9K +369 +2%
PI
1160
Pettee Investors
Connecticut
$1.54M
DIM
1161
Delta Investment Management
California
$1.54M -$152K -1,875 -9%
RC
1162
Roundview Capital
New Jersey
$1.54M -$363K -4,478 -20%
KMWM
1163
Keudell/Morrison Wealth Management
Oregon
$1.54M -$77.2K -954 -5%
DFA
1164
Delta Financial Advisors
Louisiana
$1.54M -$522K -6,442 -26%
KLCM
1165
KG&L Capital Management
Louisiana
$1.54M +$550K +6,791 +60%
WC
1166
Woodstock Corp
Massachusetts
$1.53M +$966K +11,925 +191%
MMA
1167
Miracle Mile Advisors
California
$1.53M -$140K -1,734 -9%
DWM
1168
Dakota Wealth Management
Florida
$1.53M +$628K +7,761 +75%
SG
1169
Somerset Group
Minnesota
$1.52M -$48K -593 -3%
DRS
1170
Deane Retirement Strategies
Louisiana
$1.52M -$2.43K -30 -0.2%
C
1171
Certuity
Florida
$1.52M +$183K +2,255 +14%
CAAS
1172
Capital Asset Advisory Services
Michigan
$1.52M +$483K +5,961 +50%
CBT
1173
CoreFirst Bank & Trust
Kansas
$1.52M +$1.46M +17,976 New
BHIA
1174
Birch Hill Investment Advisors
Massachusetts
$1.52M -$82.6K -1,020 -5%
NFG
1175
Next Financial Group
Texas
$1.52M -$54.7K -675 -4%

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.