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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
SL
2326
Savior LLC
Massachusetts
$114K -$68.3K -843 -38%
CIA
2327
Cascade Investment Advisors
Oregon
$114K
LF
2328
Lee Financial
Texas
$111K
WAS
2329
Winch Advisory Services
Wisconsin
$111K +$810 +10 +0.8%
PFO
2330
Pathstone Family Office
New Jersey
$109K -$83.6K -1,032 -44%
Belvedere Trading
2331
Belvedere Trading
Illinois
$109K +$105K +1,291 New
ME
2332
McIlrath & Eck
Washington
$108K -$3.97K -49 -4%
PGAM
2333
Princeton Global Asset Management
New Jersey
$106K +$101K +1,251 New
LC
2334
Lindbrook Capital
California
$105K -$47.7K -589 -32%
IA
2335
Inspire Advisors
Idaho
$105K +$100K +1,241 New
LFG
2336
Larson Financial Group
Missouri
$104K -$37K -457 -27%
IFA
2337
Interactive Financial Advisors
Illinois
$104K
TF
2338
TimeScale Financial
Massachusetts
$104K +$1.38K +17 +1%
HFA
2339
Hoover Financial Advisors
Pennsylvania
$103K +$87.4K +1,080 New
LGWM
2340
Litman Gregory Wealth Management
California
$102K -$4.45K -55 -4%
MWP
2341
Meridian Wealth Partners
Pennsylvania
$101K +$23.4K +289 +32%
RWML
2342
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$101K +$243 +3 +0.3%
CFG
2343
CKW Financial Group
Hawaii
$99K +$81 +1 +0.1%
FEG
2344
Financial Enhancement Group
Indiana
$99K +$24.3K +300 +34%
FWM
2345
Focused Wealth Management
New York
$96K +$6.32K +78 +7%
MF
2346
Manchester Financial
California
$95K +$2.43K +30 +3%
AA
2347
AlphaMark Advisors
Kentucky
$94K -$55.1K -680 -38%
TAM
2348
Tucker Asset Management
Colorado
$93.4K +$89.5K +1,105 New
CIM
2349
Contravisory Investment Management
Massachusetts
$93K
EARNEST Partners
2350
EARNEST Partners
Georgia
$93K +$6.88K +85 +8%

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.