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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
DI
1976
DFPG Investments
Utah
$357K -$7.13K -88 -2%
GAAM
1977
Guinness Atkinson Asset Management
California
$356K -$22.7K -280 -6%
TGAM
1978
TBH Global Asset Management
Tennessee
$356K +$1.54K +19 +0.5%
DWM
1979
Defined Wealth Management
Oregon
$356K +$341K +4,214 New
IFG
1980
Investors Financial Group
Minnesota
$355K +$2.59K +32 +0.8%
NFG
1981
Nations Financial Group
Iowa
$355K +$2.67K +33 +0.8%
LCWP
1982
Legacy Capital Wealth Partners
Arkansas
$355K +$340K +4,202 New
AM
1983
Atwater Malick
Pennsylvania
$354K -$13.4K -166 -4%
HAM
1984
Hammer Asset Management
California
$353K -$72.8K -899 -18%
RPA
1985
Rock Point Advisors
Vermont
$353K +$1.94K +24 +0.6%
GWM
1986
Gray Wealth Management
Maine
$352K -$115K -1,426 -25%
CWM
1987
Cabot Wealth Management
Massachusetts
$352K -$48.3K -596 -12%
PCMM
1988
Piedmont Capital Management (Montana)
Montana
$352K +$337K +4,162 New
SMA
1989
Sage Mountain Advisors
Georgia
$352K +$338K +4,171 New
PFGIA
1990
Patriot Financial Group Insurance Agency
Massachusetts
$351K +$176K +2,168 +109%
LIA
1991
LBMC Investment Advisors
Tennessee
$350K -$162 -2 -0%
RPWA
1992
Regent Peak Wealth Advisors
Georgia
$350K +$50.5K +624 +18%
CFN
1993
Cordasco Financial Network
Florida
$349K -$38.3K -473 -10%
RFA
1994
Reilly Financial Advisors
California
$349K +$567 +7 +0.2%
HWA
1995
HHM Wealth Advisors
Tennessee
$348K +$17.7K +219 +6%
VIM
1996
Vista Investment Management
Pennsylvania
$348K +$20.4K +252 +7%
ACH
1997
ArrowMark Colorado Holdings
Colorado
$346K
RW
1998
Rede Wealth
Virginia
$346K +$324K +3,997 New
CAMG
1999
CWA Asset Management Group
Florida
$345K -$54.1K -668 -14%
AC
2000
Alexandria Capital
Virginia
$344K -$70.6K -872 -18%

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.