We are live on ! Find out more
CVX icon

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
AWM
2051
Atticus Wealth Management
Florida
$317K
GSM
2052
Global Strategic Management
Puerto Rico
$317K +$304K +3,760 New
DC
2053
DeDora Capital
California
$316K +$15.8K +195 +6%
FFC
2054
First Financial Corp
Indiana
$316K +$64K +791 +27%
SIA
2055
SkyView Investment Advisors
New Jersey
$316K +$303K +3,739 New
VFPI
2056
Vantage Financial Partners (Illinois)
Illinois
$316K +$303K +3,740 New
CCM
2057
Carderock Capital Management
Maryland
$315K
SLF
2058
Sun Life Financial
Ontario, Canada
$314K -$366K -4,521 -55%
CAGAS
2059
Capital Advisory Group Advisory Services
Minnesota
$313K -$23.2K -286 -7%
SWM
2060
Sugarloaf Wealth Management
Georgia
$313K +$486 +6 +0.2%
WAM
2061
WNY Asset Management
New York
$313K +$301K +3,720 New
TIA
2062
Traphagen Investment Advisors
New Jersey
$310K +$298K +3,675 New
OWA
2063
Octavia Wealth Advisors
Ohio
$310K +$297K +3,672 New
WAG
2064
Winthrop Advisory Group
Massachusetts
$309K -$1.38K -17 -0.5%
WCA
2065
Westover Capital Advisors
Delaware
$308K -$40.2K -497 -12%
LWA
2066
Lineweaver Wealth Advisors
Ohio
$308K +$14.2K +175 +5%
MA
2067
MONECO Advisors
Connecticut
$308K +$40.5K +500 +18%
JWM
2068
JGP Wealth Management
Oregon
$305K -$145K -1,790 -34%
SLA
2069
Silver Lake Advisory
Utah
$305K -$3.72K -46 -1%
BFO
2070
Biltmore Family Office
North Carolina
$305K +$1.94K +24 +0.7%
SBL
2071
Sargent Bickham Lagudis
Colorado
$305K +$25.6K +316 +10%
PWAP
2072
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$304K
CS
2073
Capital Square
Tennessee
$304K +$891 +11 +0.3%
HCA
2074
Horan Capital Advisors
Ohio
$304K +$35.2K +435 +14%
DWM
2075
Dorchester Wealth Management
Quebec, Canada
$304K +$291K +3,600 New

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.