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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
AAP
2126
Arax Advisory Partners
Colorado
$274K +$1.13K +14 +0.4%
SNBOSCI
2127
Security National Bank of Sioux City Iowa
Iowa
$274K +$32.1K +397 +14%
PRC
2128
Pearl River Capital
Michigan
$273K -$2.39M -29,561 -90%
NCM
2129
Nelson Capital Management
California
$273K -$207K -2,559 -44%
TIA
2130
Tiemann Investment Advisors
California
$273K -$19K -235 -7%
MSA
2131
Marino Stram & Associates
Massachusetts
$273K -$15.5K -191 -6%
WIC
2132
Wilkins Investment Counsel
Massachusetts
$273K
VDBMI
2133
Van Den Berg Management I
Texas
$273K +$32.4K +400 +14%
SSW
2134
Smith Shellnut Wilson
Mississippi
$273K +$34.2K +423 +15%
HJGA
2135
Hardman Johnston Global Advisors
Connecticut
$270K
LWPC
2136
Legacy Wealth Partners (California)
California
$270K +$259K +3,195 New
SAF
2137
Smith Anglin Financial
Texas
$269K +$258K +3,188 New
IWAG
2138
Integer Wealth Advisors Group
Georgia
$267K -$83.1K -1,026 -26%
PP
2139
Pacifica Partners
Canada
$267K
PFA
2140
Paradigm Financial Advisors
Missouri
$264K -$322K -3,974 -56%
AFAS
2141
Acorn Financial Advisory Services
Virginia
$264K -$32.3K -399 -11%
YWP
2142
YorkBridge Wealth Partners
New York
$263K -$37.8K -467 -13%
TW
2143
Towerpoint Wealth
California
$263K -$20.2K -250 -7%
SRC
2144
Sage Rhino Capital
California
$263K +$26.4K +326 +12%
BPCE
2145
Bank Pictet & Cie (Europe)
Germany
$263K +$252K +3,112 New
COF
2146
Capital One Financial
Virginia
$262K -$755K -9,322 -75%
MS
2147
Maven Securities
Jersey
$262K -$18.9K -234 -7%
ACM
2148
Ashford Capital Management
Delaware
$262K +$251K +3,105 New
SIAG
2149
Safeguard Investment Advisory Group
California
$262K +$251K +3,105 New
OCM
2150
Osterweis Capital Management
California
$261K -$36.4K -450 -13%

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.