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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
SCM
1876
SOL Capital Management
Maryland
$435K -$27.4K -338 -6%
WCG
1877
Weaver Consulting Group
California
$435K
BT
1878
Brandywine Trust
Delaware
$433K
MWM
1879
Moulton Wealth Management
Washington
$431K
VCS
1880
Vaughan & Co Securities
New Jersey
$430K -$35K -432 -8%
MWM
1881
Merriman Wealth Management
Washington
$427K +$2.1K +26 +0.5%
NIA
1882
Northstar Investment Advisors
Colorado
$426K -$106K -1,315 -21%
RAM
1883
Roanoke Asset Management
New Jersey
$426K
IWA
1884
Intercontinental Wealth Advisors
Texas
$425K -$68K -840 -14%
JHCP
1885
Jackson Hole Capital Partners
Oklahoma
$423K -$2.19K -27 -0.5%
FNBOSM
1886
First National Bank of South Miami
Florida
$423K +$7.21K +89 +2%
FPB
1887
First PREMIER Bank
South Dakota
$423K +$33K +407 +9%
EA
1888
Eclectic Associates
California
$423K +$406K +5,010 New
JWM
1889
Jupiter Wealth Management
Colorado
$422K -$202K -2,500 -33%
AAI
1890
American Assets Inc
California
$422K
UFG
1891
United Fire Group
Iowa
$422K
HI
1892
Hendershot Investments
Virginia
$421K +$34.1K +421 +9%
WDL
1893
Well Done LLC
Michigan
$421K +$128K +1,587 +47%
KCPG
1894
Kavar Capital Partners Group
Kansas
$420K +$403K +4,973 New
CNBT
1895
Cornerstone National Bank & Trust
Illinois
$420K +$8.02K +99 +2%
EA
1896
Elm Advisors
California
$417K
LJAC
1897
L.J. Altfest & Co
New York
$416K +$5.83K +72 +1%
JHP
1898
James Hambro & Partners
United Kingdom
$416K +$10.4K +129 +3%
CAM
1899
Covenant Asset Management
New Jersey
$413K +$8.1K +100 +2%
CGA
1900
Crescent Grove Advisors
Illinois
$413K +$79.5K +982 +25%

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.