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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
PCM
2176
Princeton Capital Management
New Jersey
$248K
RA
2177
Reby Advisors
Connecticut
$247K +$236K +2,920 New
CCA
2178
Childress Capital Advisors
Texas
$247K +$242K +2,987 New
SIMM
2179
Stillwater Investment Management (Minnesota)
Minnesota
$246K -$14.6K -180 -6%
CFP
2180
Curran Financial Partners
South Carolina
$245K +$235K +2,897 New
BFS
2181
Bickling Financial Services
Massachusetts
$245K +$235K +2,903 New
PMG
2182
Private Management Group
California
$244K +$234K +2,891 New
WQ
2183
Wealth Quarterback
New Jersey
$243K -$171K -2,115 -42%
WAS
2184
Wealth Advisory Solutions
Indiana
$243K -$83.3K -1,029 -26%
BCA
2185
Berman Capital Advisors
Georgia
$243K +$4.13K +51 +2%
UWM
2186
Urban Wealth Management
California
$243K +$233K +2,879 New
PCMC
2187
Private Capital Management (Colorado)
Colorado
$243K +$233K +2,882 New
LA
2188
LexAurum Advisors
Kansas
$242K +$232K +2,870 New
HFS
2189
Howard Financial Services
Texas
$241K -$6.72K -83 -3%
SFG
2190
Sather Financial Group
Texas
$241K
GSEP
2191
Golden State Equity Partners
California
$241K +$232K +2,864 New
PGA
2192
Portland Global Advisors
Maine
$240K -$23K -284 -9%
LA
2193
Latitude Advisors
Florida
$240K +$230K +2,838 New
JGIA
2194
Jackson Grant Investment Advisers
Connecticut
$239K +$2.83K +35 +1%
PWAC
2195
Private Wealth Advisors (California)
California
$239K +$208K +2,567 New
LA
2196
Legacy Advisors
Pennsylvania
$238K -$253K -3,128 -53%
PFA
2197
Pathway Financial Advisors
Vermont
$238K -$148K -1,833 -44%
KWA
2198
KCS Wealth Advisory
California
$238K +$228K +2,815 New
WDG
2199
Wealth Dimensions Group
Ohio
$238K +$228K +2,822 New
CWM
2200
Centric Wealth Management
Illinois
$237K -$21.5K -265 -9%

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.