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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
CCT
1251
Chemung Canal Trust
New York
$1.35M -$892K -11,016 -41%
CL
1252
CPWM LLC
Washington
$1.35M +$37.5K +463 +3%
NSIM
1253
North Star Investment Management
Illinois
$1.34M -$73.7K -910 -5%
MCIA
1254
Mountain Capital Investment Advisors
Colorado
$1.34M -$121K -1,500 -9%
IAS
1255
Investment Advisory Services
Texas
$1.34M -$73.7K -910 -5%
PCA
1256
Private Capital Advisors
Connecticut
$1.34M -$24.3K -300 -2%
SM
1257
Sciencast Management
New Jersey
$1.33M +$940K +11,611 +375%
HCM
1258
Hodges Capital Management
Texas
$1.33M +$396K +4,896 +45%
PFBT
1259
Parkside Financial Bank & Trust
Missouri
$1.33M +$264K +3,257 +26%
SCM
1260
Stevens Capital Management
Pennsylvania
$1.33M +$1.27M +15,711 New
GAG
1261
GM Advisory Group
New York
$1.33M -$641K -7,921 -34%
GA
1262
GFS Advisors
Texas
$1.33M +$441K +5,445 +53%
PTP
1263
Platform Technology Partners
New York
$1.32M +$172K +2,130 +16%
SWM
1264
Segment Wealth Management
Texas
$1.32M -$69.3K -856 -5%
SWA
1265
Sutton Wealth Advisors
Florida
$1.32M +$73.5K +908 +6%
PI
1266
PEAK6 Investments
Illinois
$1.32M -$1.8M -22,209 -59%
CT
1267
Coastline Trust
Rhode Island
$1.31M -$66.1K -816 -5%
SIM
1268
Sonora Investment Management
Arizona
$1.31M -$5.75K -71 -0.5%
PH
1269
Pinnacle Holdings
Oklahoma
$1.31M -$22.3K -275 -2%
SB
1270
Sunflower Bank
Texas
$1.3M +$941K +11,619 +303%
HKIM
1271
Hayek Kallen Investment Management
Alabama
$1.3M -$37.5K -463 -3%
CFFP
1272
Center for Financial Planning
Michigan
$1.3M +$3K +37 +0.2%
TA
1273
TFG Advisers
Michigan
$1.29M -$32.4K -400 -3%
LS
1274
Leelyn Smith
Illinois
$1.29M +$137K +1,698 +12%
SLWA
1275
San Luis Wealth Advisors
California
$1.29M +$1.24M +15,306 New

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.