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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
KIG
1526
Kowal Investment Group
Wisconsin
$843K +$731K +9,034 New
FWP
1527
FAS Wealth Partners
Kansas
$842K -$116K -1,435 -13%
SGCA
1528
Steel Grove Capital Advisors
Tennessee
$840K -$484K -5,981 -38%
TCPWM
1529
Traverso Chambers Private Wealth Management
California
$840K -$45.8K -566 -5%
CHP
1530
Cable Hill Partners
Oregon
$837K -$24.3K -300 -3%
LNWTC
1531
Laird Norton Wetherby Trust Company
Washington
$837K +$803K +9,915 New
WIA
1532
World Investment Advisors
California
$835K +$8.42K +104 +1%
VC
1533
Vicus Capital
Pennsylvania
$832K -$83.6K -1,033 -9%
VPIM
1534
Vanguard Personalized Indexing Management
California
$830K +$140K +1,731 +21%
CFD
1535
Creative Financial Designs
Indiana
$828K -$83.8K -1,035 -10%
GP
1536
Girard Partners
Pennsylvania
$827K +$201K +2,484 +34%
ACA
1537
Ackerman Capital Advisors
Texas
$825K
WPA
1538
West Paces Advisors
Georgia
$823K -$10.8K -133 -1%
FFS
1539
Founders Financial Securities
Maryland
$822K +$788K +9,729 New
AIM
1540
Aspen Investment Management
Michigan
$821K +$21.9K +271 +3%
MC
1541
Maverick Capital
Texas
$821K +$787K +9,720 New
VWA
1542
V Wealth Advisors
Kansas
$821K +$787K +9,724 New
KTC
1543
Kistler-Tiffany Companies
Pennsylvania
$820K -$164K -2,021 -17%
Kovitz Investment Group Partners
1544
Kovitz Investment Group Partners
Illinois
$819K -$80.9K -999 -9%
GAMC
1545
Garner Asset Management Corp
Texas
$819K -$5.1K -63 -0.6%
SWM
1546
Sculati Wealth Management
Michigan
$819K +$16.6K +205 +2%
KA
1547
KLCM Advisors
Wisconsin
$818K +$413K +5,104 +111%
JMFC
1548
J.M. Forbes & Co
Massachusetts
$817K -$65.1K -804 -8%
GIM
1549
Greylin Investment Management
Virginia
$810K -$40.5K -500 -5%
IIA
1550
ICW Investment Advisors
Arizona
$810K -$8.34K -103 -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.