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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
CG
1626
CFO4Life Group
Texas
$707K +$10.9K +135 +2%
HHGA
1627
Halbert Hargrove Global Advisors
California
$705K +$18.1K +223 +3%
PMFA
1628
Plante Moran Financial Advisors
Michigan
$704K -$157K -1,945 -19%
TFS
1629
Thoroughbred Financial Services
Tennessee
$704K -$64.8K -800 -9%
SA
1630
Strategic Advisors
New York
$702K -$111K -1,373 -15%
NA
1631
Navellier & Associates
Nevada
$702K
CM
1632
CoreCommodity Management
Connecticut
$699K +$11.7K +145 +2%
GRQ
1633
Gardner Russo & Quinn
Pennsylvania
$698K -$57.2K -706 -8%
CPA
1634
Court Place Advisors
Maryland
$697K -$7.29K -90 -1%
ANB
1635
Amarillo National Bank
Texas
$697K -$3.97K -49 -0.6%
BWCS
1636
Beirne Wealth Consulting Services
Connecticut
$696K +$40K +494 +6%
BCM
1637
Bourgeon Capital Management
Connecticut
$695K -$2.09M -25,833 -76%
MRCM
1638
M&R Capital Management
New Jersey
$694K -$382K -4,715 -36%
DAC
1639
Dividend Assets Capital
South Carolina
$694K -$3.4K -42 -0.5%
CPC
1640
Congress Park Capital
New York
$693K -$256K -3,165 -28%
SSWM
1641
Sheets Smith Wealth Management
North Carolina
$693K -$21.9K -270 -3%
AFG
1642
Allegheny Financial Group
Pennsylvania
$692K +$663K +8,192 New
MAM
1643
Morse Asset Management
Connecticut
$691K +$381K +4,701 +135%
CCB
1644
Cutter & Co Brokerage
Missouri
$690K +$249K +3,081 +61%
TCM
1645
Tradewinds Capital Management
Washington
$688K +$88.2K +1,089 +15%
EF
1646
Empowered Funds
Pennsylvania
$688K +$659K +8,143 New
WCM
1647
Windsor Capital Management
Arizona
$686K -$50.7K -626 -7%
WCM
1648
Weik Capital Management
Pennsylvania
$684K +$189K +2,340 +41%
PCM
1649
Prelude Capital Management
New York
$684K +$655K +8,096 New
IFG
1650
Independent Financial Group
California
$679K +$39.8K +491 +7%

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.