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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
TLFA
2401
True Link Financial Advisors
California
$47K +$45.4K +561 New
FFW
2402
Fusion Family Wealth
New York
$46K
IF
2403
Ironwood Financial
Arizona
$46K
NCM
2404
New Capital Management
Texas
$46K
KCM
2405
Kathmere Capital Management
Pennsylvania
$46K +$6.07K +75 +16%
GM
2406
GeoWealth Management
Illinois
$46K +$41.9K +517 New
SGAM
2407
Smith Group Asset Management
Texas
$45K -$6.7M -82,713 -99%
OCM
2408
Orion Capital Management
California
$44K +$42.1K +520 New
TC
2409
Tacita Capital
Ontario, Canada
$44K +$42.1K +520 New
SFA
2410
Semmax Financial Advisors
North Carolina
$43K -$20.6K -255 -34%
GC
2411
Grace Capital
Massachusetts
$42K
VC
2412
Vestor Capital
Illinois
$41K +$39K +482 New
CIAS
2413
CBIZ Investment Advisory Services
Ohio
$40K
TIAM2
2414
Tru Independence Asset Management 2
Oregon
$40K +$38.8K +479 New
AIL
2415
AGF Investments LLC
Ontario, Canada
$35K -$280K -3,454 -89%
CAL
2416
Capital Advisors Ltd
Ohio
$34K
KC
2417
Knuff & Co
California
$34K
PCC
2418
Park Circle Company
Maryland
$34K +$24.3K +300 +300%
ADIM
2419
Alpha DNA Investment Management
Maryland
$31K +$30.2K +373 New
CDIA
2420
Capital Directions Investment Advisors
Georgia
$30K -$6.07K -75 -18%
RAM
2421
Riggs Asset Management
Pennsylvania
$28K -$1.81M -22,363 -99%
JPLA
2422
Joseph P. Lucia & Associates
New York
$28K +$27K +334 New
HIM
2423
Hillsdale Investment Management
Ontario, Canada
$27K +$25.9K +320 New
JMF
2424
Johnson Midwest Financial
Iowa
$27K +$26.2K +324 New
RTC
2425
Riverview Trust Company
Washington
$26K -$56K -692 -69%

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.