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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
NSAM
1451
North Star Asset Management
Wisconsin
$955K +$141K +1,736 +18%
FFA
1452
Founders Financial Alliance
North Carolina
$953K +$82.7K +1,022 +10%
BMWM
1453
Brown Miller Wealth Management
Virginia
$953K +$914K +11,287 New
Verition Fund Management
1454
Verition Fund Management
Connecticut
$950K +$911K +11,252 New
RPSA
1455
Richard P. Slaughter Associates
Texas
$949K +$20.9K +258 +2%
SIAP
1456
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$946K +$40.7K +503 +5%
FPCP
1457
Fort Point Capital Partners
California
$945K -$492K -6,072 -35%
CWAG
1458
Compton Wealth Advisory Group
Virginia
$944K +$44.5K +549 +5%
FCFC
1459
First Commonwealth Financial Corp
Pennsylvania
$943K +$78.5K +969 +9%
ATC
1460
Adirondack Trust Company
New York
$942K -$81K -1,001 -8%
KIG
1461
Kessler Investment Group
Indiana
$941K +$902K +11,140 New
CBT
1462
Central Bank & Trust
Kentucky
$937K +$120K +1,479 +15%
WAP
1463
Wealthcare Advisory Partners
Pennsylvania
$934K -$162K -2,004 -15%
PB
1464
Pinnacle Bancorp
Nebraska
$933K +$4.53K +56 +0.5%
LNB
1465
Ledyard National Bank
$930K +$63.3K +782 +8%
PBT
1466
Pictet Bank & Trust
Bahamas
$929K -$64.8K -800 -7%
CPO
1467
Cerity Partners OCIO
New York
$927K -$1.62K -20 -0.2%
SSA
1468
South Street Advisors
New York
$923K -$466K -5,760 -35%
B
1469
Bellecapital
Switzerland
$923K +$355K +4,384 +67%
MCA
1470
Magnolia Capital Advisors
Mississippi
$922K +$22.8K +281 +3%
SFG
1471
SevenBridge Financial Group
Pennsylvania
$921K +$92.1K +1,137 +12%
AFIA
1472
America First Investment Advisors
Nebraska
$919K -$8.5K -105 -1%
FFG
1473
Ford Financial Group
California
$918K -$232K -2,871 -21%
JSL
1474
JT Stratford LLC
Georgia
$918K -$63.1K -779 -7%
RWM
1475
Ritholtz Wealth Management
New York
$918K +$142K +1,749 +19%

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.