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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
MWM
1501
Madison Wealth Management
Ohio
$875K -$38.1K -471 -4%
CFA
1502
Cahill Financial Advisors
Minnesota
$874K +$7.04K +87 +0.8%
9WM
1503
9258 Wealth Management
Ohio
$873K -$58.4K -721 -7%
MCM
1504
Mitchell Capital Management
Kansas
$873K +$837K +10,334 New
NP
1505
NorthRock Partners
Minnesota
$868K -$516K -6,367 -38%
CI
1506
CX Institutional
Indiana
$868K -$194K -2,396 -19%
BC
1507
Burleson & Co
California
$868K -$21.2K -262 -2%
MAM
1508
Meeder Asset Management
Ohio
$867K -$4.84M -59,751 -85%
MCA
1509
Mercer Capital Advisers
New Jersey
$867K +$1.86K +23 +0.2%
DBRC
1510
D.B. Root & Company
Pennsylvania
$863K -$99.3K -1,227 -11%
MIM
1511
Miller Investment Management
Pennsylvania
$863K
OPW
1512
Oxler Private Wealth
New York
$863K +$828K +10,225 New
ECA
1513
Elevated Capital Advisors
Utah
$860K -$71.7K -886 -8%
SMH
1514
Sanders Morris Harris
Texas
$860K
WI
1515
WrapManager Inc
California
$858K -$396K -4,895 -33%
CCM
1516
Condor Capital Management
New Jersey
$858K -$267K -3,295 -24%
JIC
1517
Joel Isaacson & Co
New York
$854K -$4.53K -56 -0.6%
FRA
1518
Front Row Advisors
California
$853K +$7.13K +88 +0.9%
MC
1519
MRJ Capital
New York
$851K
RB
1520
Renasant Bank
Mississippi
$851K +$816K +10,081 New
LOAMS
1521
Lombard Odier Asset Management (Switzerland)
Switzerland
$850K +$157K +1,934 +24%
Financial Engines Advisors
1522
Financial Engines Advisors
California
$848K -$340K -4,196 -29%
TNB
1523
Thomasville National Bank
Georgia
$847K -$35K -432 -4%
MIM
1524
Marco Investment Management
Georgia
$846K -$40.5K -500 -5%
FAN
1525
Financial Advisors Network
California
$845K -$80.9K -999 -9%

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.