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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
CRIG
2001
Charter Research & Investment Group
Connecticut
$343K +$49.4K +610 +18%
KOMWMG
2002
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$343K +$102K +1,258 +45%
WWMSC
2003
Wagner Wealth Management (South Carolina)
South Carolina
$343K +$329K +4,066 New
CBA
2004
Coastal Bridge Advisors
Connecticut
$342K -$119K -1,473 -27%
MC
2005
Mathes Company
New York
$342K
GWS
2006
Glassman Wealth Services
Virginia
$342K +$53.4K +660 +19%
CCM
2007
Carlson Capital Management
Minnesota
$341K -$434K -5,364 -59%
MCM
2008
McRae Capital Management
New Jersey
$341K -$259K -3,193 -44%
SAM
2009
Summit Asset Management
Tennessee
$341K -$24.8K -306 -7%
NCMW
2010
Northern Capital Management (Washington)
Washington
$341K +$327K +4,042 New
CFG
2011
Compton Financial Group
Maryland
$340K +$297K +3,671 New
EWM
2012
Edge Wealth Management
New York
$338K -$6.7M -82,784 -95%
FBFS
2013
First Business Financial Services
Wisconsin
$338K -$12K -148 -4%
NIM
2014
Needham Investment Management
New York
$338K
PAS
2015
Professional Advisory Services
Florida
$338K
BWM
2016
Birchcreek Wealth Management
Ohio
$338K +$325K +4,008 New
CG
2017
Corundum Group
Colorado
$336K -$68.5K -846 -18%
WKWM
2018
Walter & Keenan Wealth Management
Indiana
$336K +$2.67K +33 +0.8%
AIP
2019
Almanack Investment Partners
Pennsylvania
$336K +$91.2K +1,127 +40%
JCM
2020
Jacobsen Capital Management
Utah
$335K
F
2021
F3Logic
Minnesota
$335K +$6.07K +75 +2%
KBG
2022
Kahn Brothers Group
New York
$333K
VCG
2023
Vantage Consulting Group
Virginia
$333K +$319K +3,943 New
CCMU
2024
Cheyne Capital Management (UK)
United Kingdom
$332K +$318K +3,930 New
GWSG
2025
GPS Wealth Strategies Group
Colorado
$331K -$22.3K -276 -7%

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.