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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
W
1601
WealthStone
Ohio
$736K -$34.7K -428 -5%
SG
1602
StoneX Group
New York
$736K +$128K +1,585 +22%
AWC
1603
Abundance Wealth Counselors
Pennsylvania
$734K +$27.3K +337 +4%
TIA
1604
Trust Investment Advisors
Indiana
$733K -$11.5K -142 -2%
WJA
1605
Willis Johnson & Associates
Texas
$732K +$702K +8,668 New
AWA
1606
ARS Wealth Advisors
Florida
$730K -$199K -2,464 -22%
FNBOMD
1607
First National Bank of Mount Dora
Florida
$730K +$7.77K +96 +1%
DA
1608
Duality Advisers
Florida
$728K +$698K +8,625 New
VBCG
1609
Valley Brook Capital Group
Pennsylvania
$726K +$696K +8,596 New
WP
1610
WealthShield Partners
North Carolina
$724K -$19.3K -238 -3%
JWCA
1611
J.W. Coons Advisors
Ohio
$722K -$73.7K -910 -10%
TFS
1612
TrustCore Financial Services
Tennessee
$721K +$155K +1,918 +29%
GGS
1613
Galvin Gaustad & Stein
Arizona
$721K +$691K +8,537 New
RGC
1614
Roberts, Glore & Co
Illinois
$719K -$405 -5 -0.1%
FC
1615
FORA Capital
Florida
$718K -$643K -7,943 -48%
S
1616
SignatureFD
Georgia
$718K -$179K -2,212 -21%
PJSIMP
1617
P.J. Schmidt Investment Management (PJS)
Wisconsin
$718K
CCA
1618
Conservest Capital Advisors
Pennsylvania
$717K -$627K -7,742 -48%
JAM
1619
Jupiter Asset Management
United Kingdom
$711K +$433K +5,347 +173%
SC
1620
Searle & Co
Connecticut
$710K -$50.5K -624 -7%
DW
1621
Domani Wealth
Pennsylvania
$710K -$25.3K -313 -4%
S
1622
Seeyond
France
$709K -$74.3K -918 -10%
BWAM
1623
Boyd Watterson Asset Management
Ohio
$709K +$351K +4,341 +107%
ITIM
1624
Indiana Trust & Investment Management
Indiana
$708K -$119K -1,464 -15%
UAS
1625
United Asset Strategies
New York
$707K -$25.3K -312 -4%

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.