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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
HTC
201
Haverford Trust Company
Pennsylvania
$36.6M +$5.98M +73,911 +21%
PI
202
PineBridge Investments
New York
$36.2M -$2.65M -32,715 -7%
Cambridge Investment Research Advisors
203
Cambridge Investment Research Advisors
Iowa
$35.6M +$1.16M +14,308 +4%
William Blair & Company
204
William Blair & Company
Illinois
$35.4M +$468K +5,784 +1%
Mirae Asset Global Investments
205
Mirae Asset Global Investments
South Korea
$35.4M +$4.69M +57,949 +16%
GC
206
Guggenheim Capital
Illinois
$35.3M -$1.22M -15,118 -3%
BIP
207
Brandes Investment Partners
California
$35.3M +$4.51M +55,752 +16%
DLA
208
Douglas Lane & Associates
New York
$35M +$4.56M +56,341 +16%
MSL
209
Mackay Shields LLC
New York
$34.8M +$3.21M +39,638 +11%
AIA
210
Avalon Investment & Advisory
Texas
$34.7M -$19.1M -235,428 -36%
Axa
211
Axa
France
$34.1M -$3.56M -43,971 -10%
AAM
212
Advisors Asset Management
Colorado
$34M +$477K +5,892 +1%
WI
213
Wafra Inc
New York
$34M +$7.33M +90,567 +29%
CII
214
Capital International Inc
California
$33.8M +$1.58M +19,533 +5%
COPPSERS
215
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$33.3M +$12.7M +156,916 +66%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
216
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$33.2M +$31.8M +392,991 +64,850%
PFC
217
Poplar Forest Capital
California
$33.2M +$31.8M +393,349 New
RCM
218
RNC Capital Management
California
$33.2M -$4.87M -60,095 -13%
URS
219
Utah Retirement Systems
Utah
$32.6M +$2.22M +27,366 +8%
WA
220
WestEnd Advisors
North Carolina
$32.1M -$619K -7,646 -2%
BGIM
221
Brandywine Global Investment Management
Pennsylvania
$32M -$123M -1,523,247 -80%
SCA
222
STALEY CAPITAL ADVISERS
Pennsylvania
$32M +$1.36M +16,832 +5%
D.E. Shaw & Co
223
D.E. Shaw & Co
New York
$31.4M +$8.58M +105,927 +40%
CCMG
224
Clark Capital Management Group
Pennsylvania
$31.4M +$10.1M +124,344 +50%
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$31.2M +$307K +3,794 +1%

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.