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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
NICM
1801
Neo Ivy Capital Management
New York
$507K +$486K +6,001 New
SAM
1802
S.A. Mason
Michigan
$506K -$22.3K -275 -4%
HA
1803
Harfst & Associates
Wyoming
$506K +$18.4K +227 +4%
CCM
1804
Chickasaw Capital Management
Tennessee
$505K -$70.4K -870 -13%
JGUA
1805
John G. Ullman & Associates
New York
$502K +$481K +5,945 New
IDBONY
1806
Israel Discount Bank of New York
New York
$501K -$174K -2,147 -27%
FNBSF
1807
First National Bank Sioux Falls
South Dakota
$501K
HPWM
1808
Highland Private Wealth Management
Washington
$500K +$147K +1,811 +44%
PCM
1809
Palisade Capital Management
New Jersey
$499K -$756K -9,334 -61%
SIC
1810
SFE Investment Counsel
California
$499K -$280K -3,454 -37%
RCIM
1811
Red Cedar Investment Management
Michigan
$499K +$478K +5,907 New
OF
1812
Outfitter Financial
Maine
$498K +$478K +5,900 New
EIA
1813
Edgemoor Investment Advisors
Maryland
$497K +$1.29K +16 +0.3%
ICP
1814
Interchange Capital Partners
Pennsylvania
$497K +$477K +5,892 New
RFM
1815
Royal Fund Management
Florida
$496K -$35.2K -435 -7%
CA
1816
Claro Advisors
Massachusetts
$493K -$289K -3,569 -38%
BFPW
1817
BOK Financial Private Wealth
Colorado
$492K +$202K +2,501 +75%
AF
1818
Advisornet Financial
Minnesota
$491K -$199K -2,457 -30%
HCM
1819
Hollencrest Capital Management
California
$490K -$338K -4,180 -42%
RIG
1820
Roosevelt Investment Group
New York
$489K +$101K +1,244 +27%
AC
1821
Avestar Capital
New York
$487K +$16.7K +206 +4%
LCM
1822
Leisure Capital Management
California
$486K
PVH
1823
Psagot Value Holdings
Israel
$486K
ACA
1824
Atlas Capital Advisors
Wyoming
$484K +$464K +5,732 New
SAMT
1825
Select Asset Management & Trust
Pennsylvania
$484K +$464K +5,731 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.