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
CWA
1576
Clarus Wealth Advisors
Arizona
$766K -$486 -6 -0.1%
CWM
1577
Calamos Wealth Management
Illinois
$765K -$5.39M -66,566 -88%
GG
1578
Gleason Group
Kentucky
$765K -$149K -1,845 -17%
AIM
1579
Aigen Investment Management
New York
$764K -$3.96M -48,925 -84%
SFA
1580
Souders Financial Advisors
Ohio
$763K +$42.9K +530 +6%
BCM
1581
Bluefin Capital Management
New York
$762K +$731K +9,029 New
EOCM
1582
Energy Opportunities Capital Management
Texas
$761K -$33.6K -415 -4%
SFG
1583
StrategIQ Financial Group
Indiana
$759K +$2.59K +32 +0.4%
SWA
1584
SFMG Wealth Advisors
Texas
$759K +$89.1K +1,100 +14%
WP
1585
WMS Partners
Maryland
$758K -$45.4K -561 -6%
TAIM
1586
TD Ameritrade Investment Management
Nebraska
$757K -$59.8K -738 -8%
BRM
1587
Boston Research & Management
Massachusetts
$755K -$112K -1,380 -13%
SDAM
1588
Shulman DeMeo Asset Management
New York
$753K -$196K -2,418 -21%
AA
1589
Apriem Advisors
California
$753K +$67.4K +832 +10%
PCMK
1590
Paragon Capital Management (Kansas)
Kansas
$752K -$18.6K -230 -3%
PP
1591
Patron Partners
Texas
$752K +$721K +8,902 New
RMCM
1592
Reynders McVeigh Capital Management
Massachusetts
$751K -$252K -3,113 -26%
RP
1593
Rice Partnership
Hawaii
$749K +$76.7K +947 +12%
CPIA
1594
Cornell Pochily Investment Advisors
New York
$748K -$50.1K -619 -7%
ABTD
1595
Arvest Bank Trust Division
Oklahoma
$748K +$90K +1,112 +14%
SAG
1596
Spotlight Asset Group
Illinois
$746K -$167K -2,064 -19%
BMC
1597
Benin Management Corp
Connecticut
$746K +$40.5K +500 +6%
FTC
1598
Farmers Trust Company
Ohio
$738K -$20.7K -256 -3%
FSWA
1599
Financial Synergies Wealth Advisors
Texas
$737K +$253K +3,128 +56%
BFIC
1600
Bedell Frazier Investment Counselling
California
$736K -$146K -1,807 -17%

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.