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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
DOA
2226
D'Orazio & Associates
Virginia
$223K
NFSG
2227
Newbridge Financial Services Group
Florida
$223K +$89.4K +1,104 +72%
OIM
2228
Oder Investment Management
California
$223K +$213K +2,627 New
NPPM
2229
North Point Portfolio Managers
Ohio
$222K +$213K +2,625 New
SFP
2230
Sandbox Financial Partners
Maryland
$222K +$213K +2,631 New
Aristotle Capital Management
2231
Aristotle Capital Management
California
$222K +$213K +2,632 New
MFS
2232
Mirabella Financial Services
United Kingdom
$221K -$3.11M -38,405 -94%
SCM
2233
Silvant Capital Management
Georgia
$221K
AWM
2234
Accel Wealth Management
Iowa
$220K +$210K +2,599 New
ZF
2235
Zhang Financial
Michigan
$220K +$211K +2,604 New
WCF
2236
West Coast Financial
California
$220K +$211K +2,610 New
MC
2237
Matisse Capital
Oregon
$220K +$212K +2,613 New
LHC
2238
Little House Capital
Massachusetts
$219K -$1.44M -17,833 -87%
GWM
2239
Greenwich Wealth Management
Connecticut
$219K -$25.6K -316 -11%
CAM
2240
Cubic Asset Management
Massachusetts
$219K -$21.1K -260 -9%
STA
2241
Summit Trail Advisors
New York
$218K -$132K -1,636 -39%
TIM
2242
Total Investment Management
Arizona
$218K +$209K +2,579 New
PCMC
2243
Paragon Capital Management (Colorado)
Colorado
$218K +$209K +2,587 New
PFA
2244
Pettinga Financial Advisors
Indiana
$217K -$179K -2,210 -46%
PO
2245
Private Ocean
California
$217K -$43.4K -536 -17%
SCA
2246
Stillwater Capital Advisors
Pennsylvania
$217K +$208K +2,567 New
BP
2247
Broadleaf Partners
Ohio
$217K +$208K +2,568 New
PS
2248
Planned Solutions
California
$216K
HFG
2249
Heron Financial Group
New York
$215K -$165K -2,040 -46%
FI
2250
Financial Insights
Washington
$215K +$206K +2,542 New

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.