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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
PMA
1476
Prudent Man Advisors
Illinois
$906K +$13.5K +167 +2%
PA
1477
PFG Advisors
Arizona
$904K -$40.9K -505 -5%
BFM
1478
Boston Financial Management
Massachusetts
$903K -$183K -2,257 -17%
HIC
1479
Holderness Investments Company
North Carolina
$901K -$113K -1,397 -12%
MFP
1480
Meridian Financial Partners
Virginia
$900K +$44.4K +548 +6%
FA
1481
Fagan Associates
New York
$898K -$48.6K -600 -5%
HWA
1482
Heritage Wealth Advisors
Virginia
$896K -$7.29K -90 -0.8%
MMG
1483
Monetary Management Group
Missouri
$896K +$92.5K +1,142 +12%
MAA
1484
Mraz Amerine & Associates
California
$895K -$40.5K -500 -5%
FSA
1485
Franklin Street Advisors
North Carolina
$894K -$4.78K -59 -0.6%
VFM
1486
Vivid Financial Management
California
$892K -$65.4K -808 -7%
PL
1487
Plancorp LLC
Missouri
$892K +$100K +1,235 +13%
CAM
1488
Costello Asset Management
Pennsylvania
$890K -$16.6K -205 -2%
KWM
1489
Keebeck Wealth Management
Illinois
$890K +$35.5K +439 +4%
WPP
1490
Whalerock Point Partners
Rhode Island
$890K +$799K +9,866 +1,464%
FSCM
1491
Front Street Capital Management
Montana
$888K -$39K -482 -4%
ACP
1492
Aveo Capital Partners
Colorado
$887K -$203K -2,508 -19%
SHA
1493
Seneca House Advisors
Virginia
$885K -$665K -8,210 -44%
OIA
1494
Optimum Investment Advisors
Illinois
$885K -$228K -2,822 -21%
CMTU
1495
Capital Markets Trading (UK)
United Kingdom
$884K +$847K +10,463 New
KCMRT
1496
Kemper Corp Master Retirement Trust
Illinois
$878K -$202K -2,500 -19%
CWM
1497
Cedar Wealth Management
California
$878K +$494K +6,097 +142%
SIG
1498
Sargent Investment Group
Maryland
$877K +$142K +1,750 +20%
NCM
1499
Northside Capital Management
Oregon
$876K -$468K -5,777 -36%
RIA
1500
Realta Investment Advisors
Delaware
$876K -$148K -1,822 -15%

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.