We are live on ! Find out more
CVX icon

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
Millennium Management
126
Millennium Management
New York
$76.1M +$53M +654,367 +265%
VNIM
127
Vaughan Nelson Investment Management
Texas
$76.1M +$15.5M +191,629 +27%
Victory Capital Management
128
Victory Capital Management
Texas
$74.6M -$36.6M -452,397 -34%
CIM
129
Confluence Investment Management
Missouri
$74.5M -$4.14M -51,174 -5%
Fifth Third Bancorp
130
Fifth Third Bancorp
Ohio
$74.2M -$1.9M -23,472 -3%
NIPH
131
NN Investment Partners Holdings
Netherlands
$73.5M +$325K +4,020 +0.5%
CWM
132
CIBC World Markets
New York
$72.9M -$14.2M -175,312 -17%
Rafferty Asset Management
133
Rafferty Asset Management
New York
$72M +$23M +284,662 +50%
Connor, Clark & Lunn Investment Management (CC&L)
134
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$72M +$30.9M +381,104 +81%
SAM
135
Silvercrest Asset Management
New York
$71.9M +$3.64M +45,018 +6%
Treasurer of the State of North Carolina
136
Treasurer of the State of North Carolina
North Carolina
$69.2M +$2.13M +26,290 +3%
Mitsubishi UFJ Asset Management
137
Mitsubishi UFJ Asset Management
Japan
$69M +$5.14M +63,475 +8%
Calamos Advisors
138
Calamos Advisors
Illinois
$67.3M +$2.55M +31,497 +4%
VRS
139
Virginia Retirement Systems
Virginia
$66.6M +$1.28M +15,800 +2%
Janus Henderson Group
140
Janus Henderson Group
United Kingdom
$65.4M -$9.84M -121,500 -14%
Natixis Advisors
141
Natixis Advisors
Massachusetts
$63.1M +$12.8M +158,169 +27%
ZIM
142
Zacks Investment Management
Illinois
$62.2M -$4.23M -52,234 -7%
OAM
143
Oppenheimer Asset Management
New York
$61.9M +$9.68M +119,610 +20%
CIBC World Market
144
CIBC World Market
Ontario, Canada
$61.3M +$39.7M +490,698 +209%
UCFA
145
United Capital Financial Advisors
Texas
$60.9M -$519K -6,410 -0.9%
FMI
146
Factory Mutual Insurance
Massachusetts
$60.8M -$4.37M -54,000 -7%
PCA
147
Personal Capital Advisors
California
$60.7M -$3.78M -46,744 -6%
CI
148
Cincinnati Insurance
Ohio
$60.5M
Nomura Asset Management
149
Nomura Asset Management
Japan
$60.5M +$2.03M +25,124 +4%
Comerica Bank
150
Comerica Bank
Texas
$59.6M -$777K -9,600 -1%

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.