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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
HIC
2101
Hartline Investment Corp
Illinois
$285K
GFP
2102
Gryphon Financial Partners
Ohio
$285K +$272K +3,364 New
FPGK
2103
Financial Partners Group (Kansas)
Kansas
$284K -$2.19K -27 -0.9%
ECM
2104
Elgethun Capital Management
South Dakota
$284K +$32.5K +402 +14%
CSPAM
2105
Cary Street Partners Asset Management
Virginia
$284K +$273K +3,366 New
GA
2106
Gateway Advisory
New Jersey
$283K
BCA
2107
Bray Capital Advisors
Florida
$283K +$7.37K +91 +3%
TA
2108
Tectonic Advisors
Texas
$283K +$271K +3,350 New
FAG
2109
Financial Advisory Group
Texas
$283K +$272K +3,356 New
GWM
2110
GSB Wealth Management
Connecticut
$282K
PA
2111
PSI Advisors
Florida
$281K +$14.4K +178 +6%
BWP
2112
BSW Wealth Partners
Colorado
$280K
FG
2113
Foster Group
Iowa
$280K +$267K +3,300 New
MW
2114
MBL Wealth
North Carolina
$280K +$269K +3,319 New
TWP
2115
Tempus Wealth Planning
California
$279K +$5.75K +71 +2%
TFF
2116
The Family Firm
Maryland
$279K +$246K +3,033 New
FDS
2117
First Dallas Securities
Texas
$279K +$268K +3,307 New
WWM
2118
Wolff Wiese Magana
California
$278K +$267K +3,292 New
ISWM
2119
Independent Solutions Wealth Management
New York
$278K -$59.7K -737 -18%
DSN
2120
D. Scott Neal
Kentucky
$277K -$89.1K -1,100 -25%
KFI
2121
Key Financial Inc
Pennsylvania
$277K -$14.2K -175 -5%
LA
2122
LVW Advisors
New York
$277K +$20.7K +256 +8%
FA
2123
Financial Advisors
Massachusetts
$277K +$33K +407 +14%
SCG
2124
Sonata Capital Group
Washington
$276K -$16.2K -200 -6%
PFC
2125
Phocas Financial Corp
California
$274K -$175K -2,166 -40%

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.