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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
TA
1676
TrueWealth Advisors
Alabama
$644K +$569K +7,026 New
OCG
1677
Opus Capital Group
Ohio
$643K -$24.3K -300 -4%
PK
1678
Pflug Koory
Nebraska
$642K
KLWA
1679
Kelly Lawrence W & Associates
California
$640K -$1.98M -24,429 -76%
KTM
1680
Keeler Thomas Management
Utah
$640K -$380K -4,693 -38%
AWM
1681
Apollon Wealth Management
South Carolina
$640K +$165K +2,033 +37%
SCA
1682
Salient Capital Advisors
Texas
$639K +$74.2K +917 +14%
GIA
1683
Granite Investment Advisors
New Hampshire
$639K +$314K +3,875 +105%
LCM
1684
LCM Capital Management
Illinois
$638K +$612K +7,558 New
SIP
1685
Stoneridge Investment Partners
Pennsylvania
$637K -$16.2K -200 -3%
AWA
1686
Arete Wealth Advisors
Illinois
$636K -$434K -5,366 -42%
WPA
1687
Winning Points Advisors
Florida
$636K -$124K -1,536 -17%
AHB
1688
Abner Herrman & Brock
New Jersey
$635K -$2.27M -28,074 -79%
EGA
1689
E&G Advisors
Texas
$634K
BW
1690
Bison Wealth
Georgia
$633K -$69.6K -860 -10%
T
1691
TRUADVICE
Florida
$631K +$97.6K +1,206 +20%
BHC
1692
Bowen Hanes & Co
Florida
$629K -$28.3K -350 -4%
EWM
1693
Endurance Wealth Management
Rhode Island
$628K -$10.4K -128 -2%
FWM
1694
Foresight Wealth Management
Utah
$627K +$234K +2,894 +64%
FPTW
1695
Franklin, Parlapiano, Turner & Welch
Texas
$624K -$16K -198 -3%
FC
1696
Forte Capital
New York
$621K +$10K +124 +2%
AWM
1697
Aberdeen Wealth Management
Illinois
$621K +$33.6K +415 +6%
KPW
1698
Kore Private Wealth
New York
$619K +$39.5K +488 +7%
SWA
1699
SOA Wealth Advisors
New York
$617K +$540K +6,674 New
SFG
1700
Summit Financial Group
West Virginia
$612K -$8.1K -100 -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.