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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
DWP
2276
Destiny Wealth Partners
Florida
$204K +$196K +2,417 New
APG
2277
Abacus Planning Group
South Carolina
$202K -$133K -1,648 -41%
WCWM
2278
Wooster Corthell Wealth Management
Connecticut
$202K +$194K +2,397 New
CCA
2279
Cadent Capital Advisors
Oklahoma
$201K +$193K +2,386 New
LAS
2280
Lloyd Advisory Services
Georgia
$200K -$9.72K -120 -5%
AWM
2281
Alterna Wealth Management
Texas
$200K +$192K +2,370 New
VCM
2282
Vigilant Capital Management
Maine
$198K -$56.7K -700 -23%
AL
2283
ADE LLC
Maryland
$196K +$188K +2,325 New
CG
2284
Cutler Group
California
$193K +$153K +1,893 +473%
TCWA
2285
Ten Capital Wealth Advisors
Washington
$190K +$182K +2,250 New
MAWCM
2286
Mine & Arao Wealth Creation & Management
California
$189K +$81 +1 +0%
KFS
2287
Kelly Financial Services
Massachusetts
$185K +$27.9K +345 +19%
SFP
2288
Sterling Financial Planning
New Jersey
$184K +$177K +2,180 New
BAM
2289
Bellevue Asset Management
Washington
$183K -$7.21K -89 -4%
LB
2290
Legacy Bridge
Iowa
$182K
SPWG
2291
Sage Private Wealth Group
Illinois
$181K +$173K +2,140 New
ONST
2292
Old North State Trust
North Carolina
$178K -$97.7K -1,207 -36%
AIM
2293
Arcadia Investment Management
Michigan
$175K -$113K -1,400 -40%
SIS
2294
Sound Income Strategies
Florida
$175K +$972 +12 +0.6%
FP
2295
Financial Perspectives
Minnesota
$174K +$3.64K +45 +2%
TFGT
2296
TS Financial Group (TSFG)
Illinois
$169K +$2.43K +30 +2%
ICA
2297
Infrastructure Capital Advisors
New York
$169K +$162K +2,002 New
CMA
2298
Cedar Mountain Advisors
Oregon
$167K -$54.2K -670 -25%
SC
2299
Steph & Co
Wisconsin
$164K +$39.5K +488 +34%
FP
2300
Fiduciary Planning
Florida
$164K +$67.9K +839 +76%

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.