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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
QT
2026
Quantamental Technologies
New York
$330K +$317K +3,912 New
SFI
2027
SPC Financial Inc
Maryland
$328K -$45.9K -567 -13%
EIA
2028
Eldridge Investment Advisors
New Hampshire
$328K +$3.56K +44 +1%
COCM
2029
Charter Oak Capital Management
New Hampshire
$328K +$314K +3,878 New
APW
2030
Austin Private Wealth
Texas
$327K -$4.53K -56 -1%
EIG
2031
Ellenbecker Investment Group
Wisconsin
$327K +$9.15K +113 +3%
PWAG
2032
Polaris Wealth Advisory Group
California
$326K -$400K -4,941 -58%
NJBEST
2033
New Jersey Better Educational Savings Trust
New Jersey
$326K -$11.3K -139 -3%
CHA
2034
Carmichael Hill & Associates
Maryland
$325K +$43.2K +533 +16%
CIC
2035
Chase Investment Counsel
Virginia
$325K +$52.2K +645 +20%
FAT
2036
First American Trust
California
$324K -$2.19K -27 -0.7%
PCM
2037
Perritt Capital Management
Illinois
$324K +$70.7K +873 +29%
VAM
2038
Verity Asset Management
North Carolina
$323K +$11.6K +143 +4%
1WM
2039
1900 Wealth Management
Texas
$322K +$308K +3,810 New
ED
2040
Exane Derivatives
France
$322K -$1.21M -14,979 -80%
CWM
2041
Connecticut Wealth Management
Connecticut
$321K -$22.1K -273 -7%
WMC
2042
Westwood Management Corporation
Illinois
$321K
RDFA
2043
Ritter Daniher Financial Advisory
Ohio
$321K +$308K +3,801 New
TWP
2044
Tower Wealth Partners
Pennsylvania
$320K +$307K +3,795 New
VPI
2045
Value Partners Investments
Manitoba, Canada
$320K +$2.14M +26,462 +748%
NPA
2046
Nichols & Pratt Advisers
Massachusetts
$319K -$11K -136 -3%
NEIRG
2047
New England Investment & Retirement Group
Massachusetts
$319K +$306K +3,775 New
ACA
2048
Affinity Capital Advisors
California
$317K -$184K -2,268 -38%
AC
2049
Addison Capital
Pennsylvania
$317K -$8.5K -105 -3%
SPI
2050
Santori & Peters Inc
Pennsylvania
$317K -$2.02K -25 -0.7%

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.