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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
IGGA
2201
Iron Gate Global Advisors
Utah
$237K -$12.1K -150 -5%
PHK
2202
Point72 Hong Kong
Hong Kong
$237K +$228K +2,810 New
UFA
2203
US Financial Advisors
Massachusetts
$235K +$225K +2,781 New
AC
2204
Apella Capital
Connecticut
$234K -$35.6K -440 -14%
SFSIG
2205
San Francisco Sentry Investment Group
California
$234K +$16.8K +208 +8%
FSC
2206
Full Sail Capital
Oklahoma
$234K +$211K +2,610 New
TLCM
2207
Twin Lakes Capital Management
California
$233K +$224K +2,763 New
HAS
2208
HBW Advisory Services
California
$232K -$30K -371 -12%
LWM
2209
Loveless Wealth Management
Montana
$232K -$27.1K -335 -11%
SEP
2210
Southland Equity Partners
Missouri
$232K +$222K +2,747 New
EDRIA
2211
Edmonds Duncan Registered Investment Advisors
Kansas
$231K +$197K +2,428 New
GEA
2212
Glen Eagle Advisors
New Jersey
$230K -$19.9K -246 -8%
DS
2213
DRW Securities
Illinois
$230K +$220K +2,721 New
WMG
2214
WESCAP Management Group
California
$229K -$37.4K -462 -15%
TIM
2215
Tortoise Investment Management
New York
$229K
WA
2216
Waverly Advisors
Alabama
$229K +$202K +2,489 New
BEC
2217
Blue Edge Capital
Virginia
$228K -$20.9K -258 -9%
CWM
2218
Campbell Wealth Management
Virginia
$226K -$22.5K -278 -9%
TWM
2219
Tradition Wealth Management
Minnesota
$226K +$217K +2,677 New
SWG
2220
Summit Wealth Group
Vermont
$226K +$217K +2,678 New
MAM
2221
McCarthy Asset Management
California
$225K +$216K +2,665 New
CPWM
2222
Cypress Point Wealth Management
Texas
$225K +$216K +2,670 New
CIG
2223
Cairn Investment Group
Washington
$224K -$980K -12,106 -82%
WTFG
2224
Wells Trecaso Financial Group
Ohio
$224K +$214K +2,648 New
TCB
2225
Texas Capital Bancshares
Texas
$223K -$130K -1,605 -38%

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.