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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
SAM
1701
Seelaus Asset Management
New Jersey
$611K
VCM
1702
Vision Capital Management
Oregon
$611K +$3.24K +40 +0.6%
OPPTF
1703
OPSEU Pension Plan Trust Fund
Ontario, Canada
$611K +$7.69K +95 +1%
DJSG
1704
D.J. St. Germain
Massachusetts
$607K -$127K -1,570 -18%
DE
1705
Day & Ennis
Georgia
$607K -$324 -4 -0.1%
TF
1706
TLWM Financial
Texas
$607K +$204K +2,521 +54%
VA
1707
Valmark Advisers
Ohio
$607K +$205K +2,533 +54%
OFA
1708
Oak Family Advisors
Illinois
$607K +$582K +7,183 New
CAM
1709
CenterStar Asset Management
Illinois
$606K
XWM
1710
Xcel Wealth Management
Florida
$605K -$190K -2,350 -25%
AA
1711
AF Advisors
California
$605K
Members Trust
1712
Members Trust
Florida
$605K +$34.4K +425 +6%
SMF
1713
Sterling Manor Financial
New York
$604K +$579K +7,153 New
ACM
1714
AlphaStar Capital Management
North Carolina
$603K +$530K +6,547 New
MPPW
1715
Mitchell & Pahl Private Wealth
Oklahoma
$602K +$577K +7,128 New
GTAM
1716
Global Trust Asset Management
Florida
$600K -$144K -1,784 -20%
HCP
1717
Hexagon Capital Partners
Arkansas
$600K +$3.48K +43 +0.6%
ECM
1718
ExodusPoint Capital Management
New York
$600K +$95.1K +1,175 +20%
PTC
1719
Philadelphia Trust Company
Pennsylvania
$600K +$117K +1,446 +26%
AFP
1720
Ausdal Financial Partners
Iowa
$597K +$198K +2,441 +53%
RSC
1721
Red Spruce Capital
Pennsylvania
$596K
BFA
1722
Brendel Financial Advisors
New Hampshire
$595K -$1.78K -22 -0.3%
OHIS
1723
Oak Harvest Investment Services
Texas
$595K +$570K +7,040 New
RWP
1724
RWA Wealth Partners
Massachusetts
$594K -$42.1K -520 -7%
IP
1725
Investment Partners
Ohio
$589K +$124K +1,534 +28%

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.