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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
GTCM
1826
Gyon Technologies Capital Management
New Jersey
$483K -$177K -2,191 -28%
CL
1827
Choreo LLC
Illinois
$482K -$858K -10,599 -65%
VCM
1828
Versant Capital Management
Arizona
$481K -$6.56K -81 -1%
LFA
1829
Legacy Financial Advisors
Kentucky
$481K +$165K +2,039 +56%
DMC
1830
Drexel Morgan & Co
Pennsylvania
$480K
FM
1831
Family Management
New York
$480K +$460K +5,681 New
LWMM
1832
Legacy Wealth Management (Mississippi)
Mississippi
$480K -$693K -8,555 -60%
AFG
1833
Albion Financial Group
Utah
$479K +$233K +2,874 +103%
ECM
1834
Exchange Capital Management
Michigan
$475K -$114K -1,410 -20%
AP
1835
Appleton Partners
Massachusetts
$475K -$81.9K -1,012 -15%
CCM
1836
CAAS Capital Management
New York
$473K
B
1837
Bridgeworth
Alabama
$472K -$339K -4,193 -43%
RCA
1838
Rowland Carmichael Advisors
Arizona
$471K -$130K -1,608 -22%
RSS
1839
Rosenblum Silverman Sutton
California
$470K -$48.6K -600 -10%
AWA
1840
Arkadios Wealth Advisors
Georgia
$470K +$273K +3,371 +153%
VLC
1841
Van Leeuwen & Company
New Jersey
$469K
CIP
1842
Convergence Investment Partners
Florida
$467K -$1.47M -18,205 -77%
MFW
1843
Mosaic Family Wealth
Missouri
$467K +$24.9K +307 +6%
BA
1844
Birinyi Associates
Connecticut
$466K -$432K -5,338 -49%
BDWM
1845
Brewin Dolphin Wealth Management
Ireland
$465K -$22.3K -276 -5%
PAMP
1846
Polar Asset Management Partners
Ontario, Canada
$465K +$446K +5,503 New
WMA
1847
Wealth Management Associates
New Jersey
$463K -$12.6K -156 -3%
JIP
1848
Jaffetilchin Investment Partners
Florida
$461K -$8.26K -102 -2%
HFA
1849
HC Financial Advisors
California
$460K +$11.6K +143 +3%
GWAM
1850
Guardian Wealth Advisors (Minnesota)
Minnesota
$459K +$440K +5,433 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.