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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
BRWM
1376
B. Riley Wealth Management
Tennessee
$1.1M -$151K -1,865 -13%
DWA
1377
Douglass Winthrop Advisors
New York
$1.1M -$157K -1,936 -13%
MCWS
1378
McKinley Carter Wealth Services
West Virginia
$1.1M +$63.2K +780 +6%
UH
1379
Unigestion Holding
Switzerland
$1.1M +$1.05M +12,991 New
WAAG
1380
Wealth Alliance Advisory Group
Kansas
$1.09M +$47.6K +588 +5%
CAG
1381
Csenge Advisory Group
Florida
$1.09M +$93.8K +1,158 +10%
AWG
1382
Altus Wealth Group
Colorado
$1.08M +$1.04M +12,832 New
VCM
1383
Virtue Capital Management
Tennessee
$1.08M -$373K -4,611 -26%
ATWA
1384
Arbor Trust Wealth Advisors
Michigan
$1.08M +$117K +1,442 +13%
AWM
1385
Aries Wealth Management
Maine
$1.08M +$9.88K +122 +1%
BA
1386
Bristlecone Advisors
Washington
$1.08M -$50.7K -626 -5%
EHWM
1387
Eads & Heald Wealth Management
Georgia
$1.07M -$27.7K -342 -3%
MOS
1388
MGO One Seven
Ohio
$1.07M -$141K -1,739 -12%
DHFB
1389
Dixon Hubard Feinour & Brown
Virginia
$1.07M
TWP
1390
Total Wealth Planning
Ohio
$1.07M -$282K -3,483 -22%
MKC
1391
M. Kraus & Co
Vermont
$1.07M +$48.2K +595 +5%
BFG
1392
Beacon Financial Group
Texas
$1.06M -$626K -7,735 -41%
HIA
1393
Harbor Investment Advisory
Maryland
$1.06M -$18.1K -224 -2%
ACS
1394
Archford Capital Strategies
Illinois
$1.06M -$11.7K -145 -1%
AIMCA
1395
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.06M -$20M -246,598 -95%
VST
1396
Van Strum & Towne
California
$1.06M +$42.5K +525 +4%
FIA
1397
FNY Investment Advisers
New York
$1.05M +$1,000K +12,350 +8,233%
WG
1398
Winton Group
United Kingdom
$1.05M +$1.01M +12,486 New
QCM
1399
Quest Capital Management
Texas
$1.05M -$419K -5,180 -29%
XSC
1400
X-Square Capital
Puerto Rico
$1.05M +$1.01M +12,460 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.