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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
4WM
1351
44 Wealth Management
Oregon
$1.15M +$1.1M +13,635 New
SW
1352
SlateStone Wealth
Florida
$1.15M +$39.8K +492 +4%
BSA
1353
Bull Street Advisors
Georgia
$1.15M -$7.53K -93 -0.7%
WA
1354
WBH Advisory
Maryland
$1.15M -$46.9K -579 -5%
JAG
1355
Journey Advisory Group
Kentucky
$1.14M +$1.09M +13,488 New
FCCM
1356
First City Capital Management
Georgia
$1.14M -$564K -6,968 -36%
OFG
1357
Oxford Financial Group
Indiana
$1.14M +$40.4K +499 +4%
FMB
1358
Field & Main Bank
Kentucky
$1.14M -$4.78K -59 -0.4%
CWM
1359
Cordatus Wealth Management
Pennsylvania
$1.13M -$15.8K -195 -1%
SFWA
1360
Summit Financial Wealth Advisors
Louisiana
$1.13M -$210K -2,591 -14%
ST
1361
Somerset Trust
Pennsylvania
$1.13M -$6.72K -83 -0.6%
MJRIC
1362
Mogy Joel R Investment Counsel
California
$1.13M -$198K -2,444 -15%
CAM
1363
Cypress Asset Management
Texas
$1.13M -$652K -8,058 -38%
FPS
1364
Fieldpoint Private Securities
Connecticut
$1.12M -$306K -3,775 -22%
RCA
1365
Ranch Capital Advisors
Florida
$1.12M -$29.1K -359 -3%
BTWM
1366
Baker Tilly Wealth Management
Wisconsin
$1.12M +$1.07M +13,257 New
UBG
1367
United Bank (Georgia)
Georgia
$1.12M -$563K -6,948 -34%
ACM
1368
Allred Capital Management
Texas
$1.12M +$8.58K +106 +0.8%
NIM
1369
Nexus Investment Management
Ontario, Canada
$1.12M +$58.7K +725 +6%
BPM
1370
Bowling Portfolio Management
Ohio
$1.11M -$68.3K -844 -6%
LCM
1371
Lucas Capital Management
New Jersey
$1.11M +$2.02K +25 +0.2%
HCM
1372
Highlander Capital Management
New Jersey
$1.11M -$340K -4,200 -24%
CA
1373
Capital Advantage
California
$1.11M -$160K -1,979 -13%
AW
1374
ACG Wealth
Georgia
$1.11M +$53.8K +665 +5%
OPS
1375
Orion Portfolio Solutions
Nebraska
$1.11M -$236K -2,915 -18%

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.