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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
FPFS
2376
First Personal Financial Services
North Carolina
$70K -$6.96K -86 -9%
RWG
2377
Regal Wealth Group
California
$69K +$729 +9 +1%
SWA
2378
Safir Wealth Advisors
New Hampshire
$68K +$64.8K +800 New
LGA
2379
Lebenthal Global Advisors
New York
$68K +$65.8K +813 New
TFIPS
2380
Towarzystwo Funduszy Inwestycyjnych PZU SA
$67.2K +$64.4K +796 New
PP
2381
PrairieView Partners
Minnesota
$67K
MFT
2382
Moisand Fitzgerald Tamayo
Florida
$67K +$1.62K +20 +3%
MWA
2383
Moser Wealth Advisors
Washington
$65K -$16.2K -200 -21%
BWA
2384
Burt Wealth Advisors
Maryland
$64K
TFA
2385
Toth Financial Advisory
Virginia
$64K
LWA
2386
Lowe Wealth Advisors
Maryland
$62K
JWM
2387
Janiczek Wealth Management
Colorado
$62K +$49.7K +614 +503%
SFG
2388
Sowa Financial Group
Rhode Island
$61K +$9.88K +122 +20%
GSAM
2389
Grant Street Asset Management
Pennsylvania
$60K +$57.1K +705 New
IRAG
2390
Investment Research & Advisory Group
Georgia
$59K
HFS
2391
HBC Financial Services
Washington
$55K
MIM
2392
Macroview Investment Management
Maryland
$55K
KC
2393
Kepos Capital
New York
$55K +$16.8K +208 +47%
APWM
2394
Atlas Private Wealth Management
New York
$54K -$6.07K -75 -10%
Skandinaviska Enskilda Banken (SEB)
2395
Skandinaviska Enskilda Banken (SEB)
Sweden
$54K
PCH
2396
PGIM Custom Harvest
New Jersey
$53K +$45.3K +560 New
MSFP
2397
Mark Sheptoff Financial Planning
Connecticut
$51K +$4.05K +50 +9%
MLFP
2398
MPS Loria Financial Planners
Illinois
$50K +$28.9K +357 +157%
GWM
2399
Greenhouse Wealth Management
Connecticut
$48K +$46.1K +570 New
LWA
2400
Lenox Wealth Advisors
New York
$47K +$1.62K +20 +4%

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.