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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
CCWA
1401
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.05M +$243 +3 +0%
CWA
1402
Clearview Wealth Advisors
Oregon
$1.05M +$1.01M +12,423 New
CNFG
1403
Creegan & Nassoura Financial Group
New Hampshire
$1.04M -$10.9K -135 -1%
OC
1404
Oakworth Capital
Alabama
$1.04M -$5.62M -69,412 -85%
PCWA
1405
Pacific Capital Wealth Advisors
California
$1.04M
MMHP
1406
Murphy Middleton Hinkle & Parker
Georgia
$1.04M -$118K -1,454 -11%
SIAG
1407
Signet Investment Advisory Group
Rhode Island
$1.04M +$993K +12,268 New
CAN
1408
Claraphi Advisory Network
United States
$1.03M -$14.7K -182 -1%
CA
1409
Calton & Associates
Florida
$1.03M -$90K -1,112 -8%
RDWM
1410
Red Door Wealth Management
Tennessee
$1.03M +$42.8K +529 +5%
PWA
1411
Providence Wealth Advisors
Illinois
$1.03M +$87K +1,074 +10%
RA
1412
Rational Advisors
New York
$1.03M -$239K -2,949 -19%
NB
1413
Nicolet Bankshares
Wisconsin
$1.02M -$51.9K -641 -5%
BAM
1414
Blueshift Asset Management
New Jersey
$1.02M +$980K +12,098 New
GPA
1415
Garrison Point Advisors
California
$1.02M -$80.4K -993 -8%
BCA
1416
Bay Colony Advisors
Massachusetts
$1.01M +$211K +2,601 +28%
DF
1417
Donoghue Forlines
Massachusetts
$1.01M -$255K -3,152 -21%
TA
1418
Tiedemann Advisors
New York
$1.01M -$89.4K -1,104 -8%
SACTSONJ
1419
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.01M
DA
1420
Doliver Advisors
Texas
$1.01M +$146K +1,801 +18%
JWM
1421
Jeppson Wealth Management
California
$1.01M -$39.8K -492 -4%
HIM
1422
Harbour Investment Management
Washington
$1.01M -$57.9K -715 -6%
EFSCE
1423
Enterprise Financial Services Corp (EFSC)
Missouri
$1.01M -$130K -1,605 -12%
BIC
1424
Beach Investment Counsel
Pennsylvania
$1M -$40.6K -501 -4%
LSPW
1425
Lake Street Private Wealth
Illinois
$1M +$33.4K +413 +4%

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.