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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
BWM
1226
BerganKDV Wealth Management
Minnesota
$1.4M -$14.1K -174 -1%
PA
1227
Procyon Advisors
Connecticut
$1.4M -$7.45K -92 -0.6%
TCM
1228
Teza Capital Management
Illinois
$1.4M +$1.34M +16,523 New
MCM
1229
Monarch Capital Management
Indiana
$1.39M +$22.7K +280 +2%
AR
1230
Advisory Research
Illinois
$1.39M +$148K +1,829 +12%
NC
1231
NewSquare Capital
Pennsylvania
$1.39M -$16.3K -201 -1%
HB
1232
Homrich & Berg
Georgia
$1.39M +$9.31K +115 +0.7%
NHC
1233
Nicholas Hoffman & Company
Georgia
$1.39M -$47.6K -588 -3%
EH
1234
Equitable Holdings
New York
$1.39M +$215K +2,657 +19%
WA
1235
WP Advisors
California
$1.39M +$102K +1,264 +8%
CC
1236
Cadinha & Co
Hawaii
$1.38M -$121K -1,500 -8%
FF
1237
FourThought Financial
Florida
$1.38M +$1.33M +16,367 New
CFG
1238
Cooper Financial Group
California
$1.38M +$467K +5,767 +55%
PCA
1239
Providence Capital Advisors
North Carolina
$1.38M +$206K +2,547 +19%
HC
1240
Hendley & Co
Ohio
$1.37M -$299K -3,690 -18%
COI
1241
Connable Office Inc
Michigan
$1.37M
MWM
1242
Mission Wealth Management
California
$1.37M +$53K +655 +4%
TNA
1243
True North Advisors
Texas
$1.37M -$21.3K -263 -2%
TSWM
1244
Triangle Securities Wealth Management
North Carolina
$1.37M +$132K +1,635 +11%
MMM
1245
Mendel Money Management
Illinois
$1.36M +$1.7K +21 +0.1%
GCC
1246
Guardian Capital (Canada)
Ontario, Canada
$1.36M +$389K +4,800 +42%
PAM
1247
Paradigm Asset Management
New York
$1.36M -$73.8K -911 -5%
HBT
1248
Heartland Bank & Trust
Illinois
$1.36M +$1.3M +16,046 New
LFF
1249
Level Four Financial
Texas
$1.35M +$1.3M +16,038 New
IR
1250
IAT Reinsurance
New York
$1.35M

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.