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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
BWM
2301
Baystate Wealth Management
Massachusetts
$163K -$1.05K -13 -0.7%
AWM
2302
AllSquare Wealth Management
New York
$160K
CWP
2303
Concord Wealth Partners
Virginia
$158K +$151K +1,870 New
BWP
2304
Baldwin Wealth Partners
Massachusetts
$152K -$24.3K -300 -14%
T
2305
TOBAM
France
$150K
AW
2306
Avion Wealth
Texas
$149K +$53.7K +663 +60%
IRC
2307
Investors Research Corp
Georgia
$142K +$324 +4 +0.2%
SA
2308
SRH Advisors
Kansas
$137K
FMP
2309
Financial Management Professionals
Texas
$133K -$75.5K -932 -37%
AA
2310
Addison Advisors
Vermont
$133K +$128K +1,577 New
SFPG
2311
Stonebridge Financial Planning Group
Florida
$131K -$25.3K -312 -17%
TC
2312
Truvestments Capital
Florida
$129K -$1.86K -23 -1%
IHWM
2313
Iron Horse Wealth Management
Iowa
$128K +$123K +1,513 New
HGWM
2314
Harvest Group Wealth Management
Massachusetts
$127K +$13.6K +168 +13%
CCA
2315
Catalyst Capital Advisors
New York
$126K
LJHT
2316
Laurie J. Hall Trustee
$125K -$526K -6,500 -81%
TFM
2317
TFC Financial Management
Massachusetts
$123K +$405 +5 +0.3%
AAMU
2318
AEGON Asset Management (UK)
United Kingdom
$120K -$7.1M -87,706 -98%
FWM
2319
ForthRight Wealth Management
Georgia
$119K +$114K +1,404 New
TC
2320
Trust Company
Kansas
$118K -$288K -3,561 -72%
SAM
2321
Security Asset Management
New York
$117K -$3.97K -49 -3%
BHWM
2322
Bay Harbor Wealth Management
Maryland
$116K -$72.9K -900 -40%
IWP
2323
IAG Wealth Partners
Wisconsin
$115K -$468K -5,775 -81%
NIM
2324
NuWave Investment Management
New Jersey
$115K +$13.6K +168 +14%
TFO
2325
Tarbox Family Office
California
$115K +$32.3K +399 +41%

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.