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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
OPA
1751
Old Port Advisors
Maine
$551K -$1.29K -16 -0.2%
CCM
1752
Chilton Capital Management
Texas
$550K -$5.51K -68 -1%
GFPC
1753
Global Financial Private Client
Florida
$548K -$32.6K -403 -6%
FMN
1754
Financial Management Network
California
$547K +$465K +5,739 New
IFWM
1755
Institute for Wealth Management
Colorado
$546K -$77.3K -955 -13%
OFS
1756
Orrstown Financial Services
Pennsylvania
$543K -$26.9K -332 -5%
FANJ
1757
Financial Architects (New Jersey)
New Jersey
$543K -$20.9K -258 -4%
SWMG
1758
Strategic Wealth Management Group
Maryland
$543K -$14.1K -174 -3%
NQWM
1759
Northwest Quadrant Wealth Management
Oregon
$542K -$7.61K -94 -1%
PPG
1760
Peak Planning Group
Colorado
$540K +$35.8K +442 +7%
BWP
1761
Bernardo Wealth Planning
Pennsylvania
$540K -$154K -1,905 -23%
BL
1762
Balentine LLC
Georgia
$538K -$69.1K -854 -12%
MFG
1763
Merit Financial Group
Georgia
$538K -$19.3K -238 -4%
AWAP
1764
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$538K +$516K +6,371 New
W
1765
Wealthquest
Ohio
$536K -$102K -1,255 -16%
VC
1766
Veracity Capital
Georgia
$536K +$31.3K +386 +6%
AIS
1767
AM Investment Strategies
Tennessee
$534K +$4.7K +58 +0.9%
GFS
1768
GYL Financial Synergies
Connecticut
$534K +$17.6K +218 +4%
EWA
1769
Encompass Wealth Advisors
Oregon
$534K +$512K +6,326 New
APC
1770
Aspire Private Capital
North Carolina
$533K -$22.3K -275 -4%
RAM
1771
RWC Asset Management
United Kingdom
$533K
WP
1772
WealthPLAN Partners
Nebraska
$532K -$72.9K -901 -13%
CIM
1773
Chapman Investment Management
California
$532K
ERWM
1774
Elk River Wealth Management
Colorado
$531K +$509K +6,292 New
CI
1775
Capital International
California
$529K +$507K +6,267 New

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.