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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
MPPLM
1926
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$396K +$12.9K +159 +4%
WI
1927
Wedgewood Investors
Pennsylvania
$395K -$16.2K -200 -4%
CCM
1928
Canal Capital Management
Virginia
$395K +$49.8K +615 +15%
SCM
1929
Southport Capital Management
Tennessee
$393K -$90.8K -1,121 -19%
RHJA
1930
Rice Hall James & Associates
California
$392K -$111K -1,374 -23%
EA
1931
Emerald Advisors
Washington
$392K -$80.6K -996 -18%
MW
1932
Marcum Wealth
Ohio
$392K -$60.6K -748 -14%
PCG
1933
Private Capital Group
Connecticut
$391K -$173K -2,139 -32%
ACP
1934
Aviance Capital Partners
Florida
$390K +$83.3K +1,029 +29%
CFO
1935
CVA Family Office
Colorado
$386K +$6.23K +77 +2%
FFG
1936
Frisch Financial Group
New York
$385K +$369K +4,560 New
GC
1937
Gilbert & Cook
Iowa
$383K +$45.2K +558 +14%
CM
1938
Columbus Macro
Pennsylvania
$383K +$117K +1,439 +47%
OTPPB
1939
Ontario Teachers' Pension Plan Board
Ontario, Canada
$382K -$2.89M -35,673 -89%
HIP
1940
HUB Investment Partners
Texas
$382K +$430K +5,306 New
JLBC
1941
J.L. Bainbridge & Co
Florida
$381K -$77.9K -962 -18%
KF
1942
Krilogy Financial
Missouri
$380K -$990K -12,228 -73%
AP
1943
Atwood & Palmer
Missouri
$380K -$20.2K -250 -5%
SDH
1944
Sloy Dahl & Holst
Washington
$380K +$13.4K +166 +5%
APW
1945
Aurora Private Wealth
New Jersey
$379K -$7.61K -94 -2%
PM
1946
Parametrica Management
Hong Kong
$379K +$363K +4,485 New
CA
1947
CGN Advisors
Kansas
$378K +$363K +4,480 New
CCM
1948
Cox Capital Management
Massachusetts
$377K -$203K -2,513 -36%
CNB
1949
Camden National Bank
Maine
$376K -$96.1K -1,187 -21%
PP
1950
PDS Planning
Ohio
$376K -$3.48K -43 -1%

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.