We are live on ! Find out more
CVX icon

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
SFM
2251
Signet Financial Management
New Jersey
$215K +$206K +2,549 New
APW
2252
Acima Private Wealth
Virginia
$214K
GC
2253
Gibson Capital
Pennsylvania
$214K +$206K +2,539 New
TSS
2254
Two Sigma Securities
New York
$213K +$205K +2,526 New
FCFC
2255
First Citizens Financial Corp
Iowa
$211K -$32.2K -398 -14%
SGI
2256
Summit Global Investments
Utah
$211K +$202K +2,495 New
LC
2257
Landaas & Company
Wisconsin
$210K -$117K -1,448 -37%
SFO
2258
Standard Family Office
South Dakota
$210K +$201K +2,485 New
FC
2259
Ferris Capital
Massachusetts
$210K +$201K +2,488 New
SSCA
2260
South Shore Capital Advisors
Massachusetts
$210K +$202K +2,490 New
S
2261
swisspartners
Liechtenstein
$210K +$205K +2,533 New
SRSA
2262
S.R. Schill & Associates
Washington
$209K +$200K +2,472 New
AFA
2263
Atlanta Financial Associates
Georgia
$208K +$199K +2,457 New
MFW
2264
Meristem Family Wealth
Minnesota
$208K +$200K +2,465 New
BIA
2265
Bigelow Investment Advisors
Maine
$207K -$31.9K -394 -14%
AWMG
2266
Alliance Wealth Management Group
New Jersey
$207K +$198K +2,449 New
TCM
2267
Towercrest Capital Management
Pennsylvania
$207K +$198K +2,449 New
NG
2268
NWK Group
California
$206K +$28.3K +350 +17%
ODG
2269
O'Dell Group
Ohio
$206K +$197K +2,435 New
PHAM
2270
Palisades Hudson Asset Management
Florida
$206K +$198K +2,443 New
SCA
2271
SMH Capital Advisors
Texas
$205K +$197K +2,427 New
AIFAIM
2272
American Institute for Advanced Investment Management
Arizona
$204K -$39.8K -492 -17%
P
2273
&Partners
Tennessee
$204K +$173K +2,138 New
SFG
2274
Sunburst Financial Group
Alabama
$204K +$195K +2,412 New
ACM
2275
Armbruster Capital Management
New York
$204K +$196K +2,416 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.