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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
ADL
1326
Asset Dedication LLC
California
$1.2M +$326K +4,023 +40%
PMG
1327
ProVise Management Group
Florida
$1.2M +$56.8K +701 +5%
SIC
1328
Salem Investment Counselors
North Carolina
$1.2M -$8.42K -104 -0.7%
NME
1329
Notis-McConarty Edward
$1.2M -$302K -3,735 -21%
BB
1330
Berkshire Bank
Massachusetts
$1.2M +$43.2K +534 +4%
RMAM
1331
Raab & Moskowitz Asset Management
New Jersey
$1.19M -$62.5K -772 -5%
RSVP
1332
Ramsay Stattman Vela & Price
Colorado
$1.19M -$3.64K -45 -0.3%
MSS
1333
Mitchell Sinkler & Starr
Pennsylvania
$1.19M +$22.3K +275 +2%
TA
1334
Townsend & Associates
Colorado
$1.19M -$60.8K -751 -5%
BJL
1335
Brighton Jones LLC
Washington
$1.19M +$1.38K +17 +0.1%
GWCM
1336
Godshalk Welsh Capital Management
Pennsylvania
$1.19M +$10.1K +125 +0.9%
MC
1337
Martin & Co
Tennessee
$1.18M -$6.07K -75 -0.5%
OAM
1338
Optimal Asset Management
California
$1.17M +$567 +7 +0.1%
WA1
1339
Wimmer Associates 1
California
$1.17M -$183K -2,266 -14%
ST
1340
Spinnaker Trust
Maine
$1.17M -$264K -3,264 -19%
WMP
1341
Wealth Management Partners
Arizona
$1.17M +$1.06M +13,074 New
CWP
1342
CFM Wealth Partners
Texas
$1.16M -$9.15K -113 -0.8%
Koshinski Asset Management
1343
Koshinski Asset Management
Illinois
$1.16M +$25.5K +315 +2%
ABP
1344
Arthur B. Page
$1.16M -$333K -4,110 -23%
SAM
1345
Sawgrass Asset Management
Florida
$1.16M -$92.4K -1,141 -8%
SWRP
1346
Summit Wealth & Retirement Planning
California
$1.16M -$58.5K -723 -5%
CB
1347
Cadence Bank
Mississippi
$1.16M +$1.29K +16 +0.1%
NC
1348
NovaPoint Capital
Georgia
$1.15M -$25.1K -310 -2%
AL
1349
Aspiriant LLC
California
$1.15M -$5.71M -70,469 -84%
WSC
1350
Wellington Shields & Co
New York
$1.15M +$1.7K +21 +0.2%

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.