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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
SL
2151
Stevard LLC
Illinois
$261K
NRI
2152
NFP Retirement Inc
California
$260K +$15.9K +197 +7%
BB
2153
Bell Bank
North Dakota
$260K -$10.8K -134 -4%
JFA
2154
Johanson Financial Advisors
California
$258K -$98K -1,211 -28%
MA
2155
MCF Advisors
Kentucky
$258K +$96.8K +1,196 +64%
GIA
2156
Gladstone Institutional Advisory
Florida
$257K +$246K +3,038 New
AF
2157
Aldebaran Financial
$256K -$126K -1,552 -34%
BDF
2158
Balasa Dinverno & Foltz
$256K +$246K +3,036 New
LPIC
2159
LeJeune Puetz Investment Counsel
Michigan
$255K
CICI
2160
Capital Investment Counsel Inc
North Carolina
$254K -$218K -2,695 -47%
CAM
2161
Cozad Asset Management
Illinois
$254K -$103K -1,268 -30%
SQA
2162
Simon Quick Advisors
New Jersey
$253K -$47.6K -588 -16%
PWA
2163
Physician Wealth Advisors
Utah
$253K -$28.4K -351 -12%
LF
2164
LifeSteps Financial
California
$253K -$15K -185 -6%
ST
2165
Sageworth Trust
Pennsylvania
$253K +$26.2K +323 +12%
SAM
2166
Secure Asset Management
Michigan
$252K -$43.9K -542 -15%
CCA
2167
Conestoga Capital Advisors
Pennsylvania
$251K
EWM
2168
Elite Wealth Management
Washington
$251K +$240K +2,967 New
OWP
2169
Obermeyer Wealth Partners
Colorado
$250K -$252K -3,116 -51%
NPF
2170
Norris Perne & French
Michigan
$250K -$31.6K -390 -12%
MGIA
2171
Matthew Goff Investment Advisor
Texas
$250K +$239K +2,957 New
SMG
2172
Smart Money Group
Texas
$249K -$110K -1,358 -32%
LBD
2173
Landsberg Bennett & Dubbaneh
Florida
$249K -$33.6K -415 -12%
GAM
2174
Grandview Asset Management
Pennsylvania
$249K +$9.07K +112 +4%
AIG
2175
American International Group
New York
$249K +$32.6M +402,653 +16%

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.