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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
CGL
1426
Clarius Group LLC
Washington
$1M +$187K +2,312 +24%
GAM
1427
Geier Asset Management
Maryland
$1M +$810K +10,010 New
FFN
1428
Focus Financial Network
Minnesota
$1M +$79.8K +986 +9%
AIC
1429
Ameritas Investment Company
Nebraska
$998K -$8.5K -105 -0.9%
REMPR
1430
Roof Eidam Maycock Peralta (REMP)
California
$997K
POIA
1431
Pin Oak Investment Advisors
Texas
$994K +$79.7K +984 +9%
DAM
1432
Delta Asset Management
Tennessee
$991K -$35.6K -440 -4%
APWA
1433
Atlas Private Wealth Advisors
New Jersey
$991K +$156K +1,923 +20%
ATPW
1434
Ashton Thomas Private Wealth
Arizona
$988K +$186K +2,301 +24%
B
1435
Bailard
California
$986K -$141K -1,745 -13%
LI
1436
Lafayette Investments
Maryland
$985K +$83.3K +1,029 +10%
FFG
1437
Fortem Financial Group
California
$983K -$106K -1,308 -10%
GBBWRPM
1438
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$983K -$6.15K -76 -0.6%
QPWM
1439
Quadrant Private Wealth Management
Pennsylvania
$979K +$197K +2,427 +26%
SAM
1440
Smithbridge Asset Management
Pennsylvania
$977K -$101K -1,250 -10%
DBIA
1441
Dumont & Blake Investment Advisors
New Jersey
$975K -$22.8K -282 -2%
BC
1442
Blackhill Capital
New Jersey
$975K
BHTS
1443
Bar Harbor Trust Services
Maine
$975K +$317K +3,919 +51%
BO
1444
BRR OpCo
Ohio
$974K -$289K -3,575 -24%
OL
1445
Optas LLC
Texas
$973K -$105K -1,299 -10%
IAS
1446
IMA Advisory Services
Colorado
$973K +$84.2K +1,040 +10%
DAM
1447
Doheny Asset Management
California
$969K -$55.5K -685 -6%
SAM
1448
SignalPoint Asset Management
Missouri
$960K -$75.5K -932 -8%
NB
1449
Northwest Bancshares
Pennsylvania
$959K -$139K -1,714 -13%
RAM
1450
Redmond Asset Management
Virginia
$956K -$155K -1,917 -14%

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.