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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
PWMAG
1651
Pinnacle Wealth Management Advisory Group
New Jersey
$678K +$106K +1,313 +20%
CFS
1652
CRA Financial Services
New Jersey
$677K -$555K -6,858 -46%
DTL
1653
Dynamic Technology Lab
Singapore
$677K +$649K +8,014 New
PAWC
1654
P.A.W. Capital
Connecticut
$676K -$40.5K -500 -6%
BOC
1655
Barbara Oil Co
Illinois
$676K
BOPW
1656
Brandywine Oak Private Wealth
Pennsylvania
$674K -$23.6K -292 -4%
WI
1657
Wintrust Investments
Illinois
$671K -$8.66K -107 -1%
FFWA
1658
FRG Family Wealth Advisors
Washington
$669K -$170K -2,094 -21%
HS
1659
Haafor (Singapore)
Singapore
$668K +$640K +7,906 New
MSFS
1660
Main Street Financial Solutions
Pennsylvania
$666K +$638K +7,886 New
BAS
1661
Brown Advisory Securities
Maryland
$664K +$60K +741 +10%
ASBI
1662
American State Bank (Iowa)
Iowa
$663K +$636K +7,856 New
RVPG
1663
Relative Value Partners Group
$662K +$4.05K +50 +0.6%
KFGK
1664
Keystone Financial Group (Kentucky)
Kentucky
$659K -$242K -2,984 -28%
HCP
1665
Holt Capital Partners
Texas
$656K +$4.62K +57 +0.7%
GSWM
1666
Golden State Wealth Management
California
$655K +$136K +1,675 +28%
EML
1667
Eos Management LP
New York
$650K
AFM
1668
Abbot Financial Management
Massachusetts
$649K -$14.8K -183 -2%
IF
1669
Intrua Financial
Texas
$648K -$32.5K -401 -5%
MIAS
1670
Mason Investment Advisory Services
Virginia
$648K -$3.08K -38 -0.5%
PCS
1671
Personal CFO Solutions
New Jersey
$647K -$495K -6,114 -44%
SIA
1672
Soltis Investment Advisors
Utah
$646K -$139K -1,722 -18%
MIM
1673
Moseley Investment Management
Florida
$646K +$74.5K +920 +14%
LWAM
1674
Legacy Wealth Asset Management
Minnesota
$646K +$619K +7,646 New
MGIA
1675
Moneta Group Investment Advisors
Missouri
$644K +$59.7K +737 +11%

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.