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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
EWA
2426
Evolution Wealth Advisors
Florida
$26K -$26.7K -330 -52%
CQS
2427
Credential Qtrade Securities
$25.2K -$3.97K -49 -14%
MWC
2428
MBM Wealth Consultants
Missouri
$25K -$31.5K -389 -56%
D
2429
Diversified
Delaware
$24K +$26.9K +332 New
CWA
2430
Carolina Wealth Advisors
South Carolina
$23K
YAL
2431
Your Advocates Ltd
Texas
$21K
CWM
2432
Curi Wealth Management
North Carolina
$20K +$19.8K +245 New
BBHBI
2433
B, B, H, & B Inc
Alabama
$19K +$18.2K +225 New
FWM
2434
Filbrandt Wealth Management
Wisconsin
$18K
FA
2435
Financial Avengers
California
$18K +$17.4K +215 New
ITFISA
2436
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$17.6K +$16.9K +209 New
AWMS
2437
Advocacy Wealth Management Services
Georgia
$17K
CEI
2438
Clark Estates Inc
New York
$17K +$16.2K +200 New
RBC
2439
Roble Belko & Company
Pennsylvania
$16K
EAM
2440
Eukles Asset Management
Ohio
$16K +$567 +7 +4%
HFM
2441
Harvest Fund Management
China
$16K +$15.9K +196 New
HS
2442
Horan Securities
United States
$15K +$9.88K +122 +214%
BFG
2443
Baron Financial Group
New Jersey
$14.6K -$6.07K -75 -30%
AJ
2444
Ashburton (Jersey)
Jersey
$12K
NL
2445
NVWM LLC
Pennsylvania
$12K
SWM
2446
Selective Wealth Management
Virginia
$11K -$7.69K -95 -41%
DI
2447
Disciplined Investments
Oklahoma
$11K -$2.75K -34 -20%
DTIM
2448
Danda Trouve Investment Management
Kansas
$11K
MGIM
2449
M&G Investment Management
United Kingdom
$10.6K -$1.76M -21,752 -15%
MS
2450
Mizuho Securities
Japan
$10K +$9.63K +119 New

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.