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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
TAM
1726
Townsend Asset Management
North Carolina
$588K +$67.6K +835 +14%
ACI
1727
Alpha Cubed Investments
California
$586K -$23.5K -290 -4%
MWM
1728
Modera Wealth Management
New Jersey
$586K +$252K +3,108 +81%
CA
1729
Cambridge Advisors
Nebraska
$583K -$10K -124 -2%
ESBC
1730
E.S. Barr & Co
Kentucky
$582K -$20.2K -250 -3%
CHA
1731
Cooper/Haims Advisors
New York
$580K -$18.1K -224 -3%
CWS
1732
Cypress Wealth Services
California
$578K +$554K +6,843 New
CL
1733
COWA LLC
Oklahoma
$573K +$500K +6,171 New
THWM
1734
Taylor Hoffman Wealth Management
Virginia
$572K -$20.2K -250 -4%
EW
1735
Element Wealth
Mississippi
$568K +$13.4K +166 +3%
CG
1736
Caprock Group
Idaho
$566K -$233K -2,883 -30%
SIA
1737
Strategic Investment Advisors
Michigan
$566K +$67.1K +829 +14%
WDA
1738
Wendell David Associates
New Hampshire
$564K +$10.6K +131 +2%
AA
1739
AQR Arbitrage
Connecticut
$563K +$540K +6,672 New
IAMOG
1740
Investors Asset Management of Georgia
Georgia
$560K -$8.1K -100 -1%
FCB
1741
First Command Bank
Texas
$559K -$4.21K -52 -0.8%
FCFS
1742
First Command Financial Services
Texas
$559K -$4.21K -52 -0.8%
CCG
1743
Ceeto Capital Group
Florida
$559K
GAM
1744
Gemmer Asset Management
California
$558K -$17.7K -219 -3%
MIM
1745
Merrion Investment Management
New Jersey
$557K +$534K +6,599 New
CBFP
1746
Cedar Brook Financial Partners
Ohio
$555K +$82.7K +1,022 +18%
PWPS
1747
Pinnacle Wealth Planning Services
Ohio
$555K +$115K +1,420 +28%
CC
1748
Cornerstone Capital
California
$554K -$9.72K -120 -2%
YIH
1749
Y-Intercept (HK)
Hong Kong
$554K +$526K +6,492 New
BEI
1750
Benjamin Edwards Inc
Missouri
$553K +$520K +6,417 +4,753%

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.