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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
CCA
2351
Column Capital Advisors
Indiana
$92K +$567 +7 +0.6%
WCMN
2352
Westchester Capital Management (Nebraska)
Nebraska
$90K
FWM
2353
FSA Wealth Management
Massachusetts
$89K +$85.3K +1,053 New
SWP
2354
ShoreHaven Wealth Partners
New Jersey
$86K +$82K +1,013 New
KFA
2355
Krane Funds Advisors
New York
$86K +$82.6K +1,020 New
PWA
2356
Phoenix Wealth Advisors
North Carolina
$86K +$82.7K +1,021 New
FWC
2357
First Washington Corp
Washington
$84K -$3.31M -40,893 -98%
BSG
2358
Black Swift Group
Colorado
$84K -$305K -3,770 -79%
CSC
2359
Cove Street Capital
California
$84K
HFS
2360
Horizon Financial Services
North Carolina
$84K
TCM
2361
TD Capital Management
Tennessee
$84K +$12.3K +152 +18%
MCM
2362
MV Capital Management
Maryland
$84K +$27.8K +343 +52%
CYG
2363
Clean Yield Group
Vermont
$84K +$64.5K +797 +407%
BSSFA
2364
Baron Silver Stevens Financial Advisors
Florida
$84K +$81.1K +1,002 New
MIFH
2365
Migdal Insurance & Financial Holdings
Israel
$81K -$6.32K -78 -8%
CT
2366
Clearstead Trust
Maine
$80K
PWMG
2367
Prestige Wealth Management Group
New Jersey
$78K -$35.7K -441 -32%
AP
2368
Arlington Partners
Alabama
$78K -$20.5K -253 -22%
SSC
2369
Syverson Strege & Co
Iowa
$78K +$74.8K +924 New
FFA
2370
Freedman Financial Associates
Massachusetts
$77K +$73.8K +911 New
WAM
2371
Wallington Asset Management
Indiana
$76K
CTFG
2372
Capstone Triton Financial Group
Oklahoma
$76K +$73.2K +904 New
LD
2373
Lipe & Dalton
New York
$75K
HWM
2374
HighMark Wealth Management
Minnesota
$73K +$41K +506 +139%
JWBC
2375
John W. Brooker & Co
California
$71K +$4.05K +50 +6%

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.