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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
HI
2451
Human Investing
Oregon
$9K
SSWG
2452
Seven Springs Wealth Group
Tennessee
$9K +$648 +8 +8%
VFIC
2453
Valley Forge Investment Consultants
Pennsylvania
$9K +$8.99K +111 New
FFC
2454
Fure Financial Corporation
Minnesota
$8K
TJHA
2455
Thomas J. Herzfeld Advisors
Florida
$7K
LWP
2456
Laurel Wealth Planning
Minnesota
$7K +$6.72K +83 New
ACM
2457
AUA Capital Management
Pennsylvania
$5K -$162 -2 -4%
MFM
2458
MD Financial Management
Ontario, Canada
$4K +$3.89K +48 New
CIA
2459
CSat Investment Advisory
Michigan
$3K -$5.05M -62,323 -100%
HCA
2460
Harbour Capital Advisors
Virginia
$3K -$68.7K -848 -2%
CWM
2461
Cranbrook Wealth Management
Michigan
$3K
CAM
2462
ClariVest Asset Management
California
$3K +$3K +37 New
DWMG
2463
DB Wealth Management Group
California
$3K +$3.08K +38 New
BDWCC
2464
B&D White Capital Company
Texas
$3K +$3.64K +45 New
CBTWT
2465
Community Bank & Trust (Waco, Texas)
Texas
$2.95K -$83.1K -1,026 -3%
WFI
2466
West Family Investments
California
$2.09K +$1.94M +24,000 New
HCM
2467
Horrell Capital Management
Arkansas
$2K
OAJ
2468
Ogorek Anthony Joseph
New York
$2K
ARIS
2469
Advanced Research Investment Solutions
California
$2K +$2.02K +25 New
IPW
2470
IronBridge Private Wealth
Texas
$2K +$2.35K +29 New
NDSI
2471
Newman Dignan & Sheerar Inc
Rhode Island
$1.13K +$64.4K +796 +6%
Simplex Trading
2472
Simplex Trading
Illinois
$1K -$8.23M -101,653 -100%
PFA
2473
Professional Financial Advisors
Nebraska
$1K -$243 -3 -17%
ELI
2474
Empire Life Investments
Ontario, Canada
$1K
UFF
2475
USA Financial Formulas
Michigan
$1K +$1.05K +13 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.