We are live on ! Find out more
CVX icon

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
FIA
1901
Foundations Investment Advisors
Arizona
$413K +$125K +1,549 +52%
IA
1902
IAM Advisory
Pennsylvania
$413K +$376K +4,642 New
NED
1903
Nancy E. Dempze
$412K -$210K -2,595 -35%
MHR
1904
Matthew Hamilton Rosenberg
$412K -$54.2K -669 -12%
BCM
1905
Blume Capital Management
California
$411K
CFO
1906
Collective Family Office
Pennsylvania
$411K +$394K +4,866 New
BWM
1907
BCS Wealth Management
Tennessee
$409K -$88.6K -1,094 -18%
FCA
1908
FinTrust Capital Advisors
South Carolina
$407K +$94.9K +1,172 +32%
SF
1909
Symphony Financial
Texas
$406K -$62K -766 -14%
PCM
1910
Pointe Capital Management
Michigan
$406K -$8.34K -103 -2%
AA
1911
Advisory Alpha
Michigan
$406K +$29.2K +361 +8%
BCA
1912
Biltmore Capital Advisors
New Jersey
$406K +$389K +4,807 New
HPC
1913
Hobart Private Capital
North Carolina
$403K -$157K -1,936 -29%
HFAS
1914
Hummer Financial Advisory Services
Illinois
$403K -$16.2K -200 -4%
SWMP
1915
Signature Wealth Management Partners
New Jersey
$403K +$387K +4,776 New
CIM
1916
CIM Investment Management
Pennsylvania
$402K -$6.23K -77 -2%
OMC
1917
Overbrook Management Corp
New York
$402K
RMSCM
1918
R.M. Sincerbeaux Capital Management
New York
$401K
KC
1919
Kingfisher Capital
North Carolina
$400K +$29.2K +361 +8%
BRA
1920
Biechele Royce Advisors
Indiana
$400K +$37.6K +465 +11%
MAG
1921
Mayfair Advisory Group
Alabama
$400K +$111K +1,372 +41%
OPTFSNA
1922
Old Point Trust & Financial Services N A
Virginia
$399K
GCP
1923
GSA Capital Partners
United Kingdom
$399K +$382K +4,719 New
FA
1924
Fountainhead AM
New Jersey
$398K +$381K +4,707 New
ER
1925
Enlightenment Research
Florida
$397K +$381K +4,700 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.