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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
PCP
1951
Proficio Capital Partners
Massachusetts
$376K +$50.8K +628 +16%
OFW
1952
Omnia Family Wealth
Florida
$375K +$3K +37 +0.8%
DAM
1953
Diamant Asset Management
Connecticut
$375K
ARG
1954
Advisory Resource Group
Oklahoma
$375K +$8.58K +106 +2%
SIC
1955
Samalin Investment Counsel
New York
$375K +$41.5K +513 +13%
SP
1956
Successful Portfolios
Florida
$375K +$53.5K +661 +17%
CWC
1957
Carolinas Wealth Consulting
North Carolina
$374K +$49.5K +611 +16%
MFG
1958
Menard Financial Group
Texas
$370K -$3.72K -46 -1%
MWM
1959
Minot Wealth Management
Massachusetts
$370K +$108K +1,339 +44%
HA
1960
Harbor Advisors
Florida
$369K
PA
1961
Perennial Advisors
New York
$368K -$34.1K -421 -9%
SWM
1962
Salvus Wealth Management
New Jersey
$368K +$327K +4,043 New
BI
1963
Blooom Inc
Kansas
$368K +$350K +4,323 New
IIC
1964
Integrated Investment Consultants
Michigan
$367K +$4.37K +54 +1%
EBSAM
1965
Eubel Brady & Suttman Asset Management
Ohio
$365K
LSAG
1966
Lake Street Advisors Group
New Hampshire
$365K +$113K +1,401 +48%
AWM
1967
Act Wealth Management
Texas
$364K +$349K +4,311 New
DCM
1968
Donaldson Capital Management
Indiana
$364K +$349K +4,313 New
VCM
1969
Vivaldi Capital Management
Illinois
$362K
NF
1970
Nikulski Financial
Iowa
$361K -$53.4K -660 -13%
LFA
1971
Landmark Financial Advisors
Kentucky
$360K +$30.4K +375 +11%
ACM
1972
Alta Capital Management
Utah
$359K -$368K -4,543 -52%
DDC
1973
DF Dent & Co
Maryland
$358K
LB
1974
Leo Brokerage
Texas
$358K +$37.2K +459 +12%
CCP
1975
Cardan Capital Partners
Colorado
$357K -$88.6K -1,094 -21%

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.