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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
JWA
1776
JFS Wealth Advisors
Pennsylvania
$528K -$51.5K -636 -9%
BS
1777
Bessemer Securities
New York
$528K
BG
1778
Berry Group
Massachusetts
$527K -$324 -4 -0.1%
BA
1779
Ballast Advisors
Minnesota
$526K -$13.8K -171 -3%
AI
1780
Accredited Investors
Minnesota
$526K +$109K +1,341 +27%
DTC
1781
Davidson Trust Company
Washington
$525K -$118K -1,454 -19%
SJIM
1782
St. Johns Investment Management
Florida
$524K -$38.8K -479 -7%
PPWP
1783
Proquility Private Wealth Partners
Nevada
$524K +$502K +6,205 New
NAS
1784
Nicolet Advisory Services
Wisconsin
$523K -$480K -5,924 -49%
CPA
1785
Clear Perspective Advisors
Illinois
$523K -$186K -2,293 -27%
SCM
1786
Sterneck Capital Management
Missouri
$523K -$180K -2,224 -26%
BFA
1787
Beaumont Financial Advisors
Massachusetts
$523K +$4.53K +56 +0.9%
SW
1788
SkyOak Wealth
Michigan
$518K -$131K -1,620 -21%
TF
1789
Tompkins Financial
New York
$516K -$56.4K -697 -10%
CP
1790
Camelot Portfolios
Ohio
$516K -$29.9K -369 -6%
WW
1791
Waterfront Wealth
Kansas
$516K +$495K +6,113 New
RHP
1792
Royal Harbor Partners
Texas
$515K -$40.2K -497 -8%
CCM
1793
Chiron Capital Management
Florida
$514K -$80.7K -997 -14%
WFM
1794
Wolff Financial Management
Michigan
$514K -$27.4K -338 -5%
TW
1795
Transform Wealth
Colorado
$510K -$32.5K -402 -6%
SA
1796
Shilanski & Associates
Alaska
$510K +$28.9K +357 +6%
SB
1797
Strategic Blueprint
Georgia
$509K +$70.3K +868 +17%
FSA
1798
Financial Sense Advisors
California
$508K -$117K -1,440 -19%
III
1799
Independent Investors Inc
New York
$508K -$40.5K -500 -8%
HDIM
1800
Hanson & Doremus Investment Management
Vermont
$508K -$4.37K -54 -0.9%

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.