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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$13.3B -$68.1M -841,103 -0.5%
State Street
2
State Street
Massachusetts
$10.8B +$761M +9,403,759 +8%
BlackRock
3
BlackRock
New York
$10.7B -$285M -3,521,601 -3%
Berkshire Hathaway
4
Berkshire Hathaway
Nebraska
$4.1B +$342M +4,226,195 +10%
Capital International Investors
5
Capital International Investors
California
$3.23B +$729M +9,002,704 +31%
Bank of America
6
Bank of America
North Carolina
$2.79B -$35.2M -434,399 -1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.47B +$109M +1,343,914 +5%
Capital Research Global Investors
8
Capital Research Global Investors
California
$2.34B +$1.27B +15,634,585 +130%
Northern Trust
9
Northern Trust
Illinois
$2.19B -$47.4M -584,847 -2%
Franklin Resources
10
Franklin Resources
California
$2.12B +$79.4M +980,809 +4%
JP Morgan Chase
11
JP Morgan Chase
New York
$1.93B -$62M -766,234 -3%
Norges Bank
12
Norges Bank
Norway
$1.79B -$7.89M -97,403 -0.5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.62B -$61.7M -761,989 -4%
Morgan Stanley
14
Morgan Stanley
New York
$1.61B +$93.8M +1,158,022 +6%
Ameriprise
15
Ameriprise
Minnesota
$1.35B +$70.3M +867,864 +6%
State Farm Mutual Automobile Insurance
16
State Farm Mutual Automobile Insurance
Illinois
$1.24B
Capital World Investors
17
Capital World Investors
California
$1.18B -$26.3M -325,307 -2%
Charles Schwab
18
Charles Schwab
California
$1.17B +$29.9M +368,897 +3%
N
19
Nuveen
North Carolina
$1.12B +$93.2M +1,151,146 +9%
Wells Fargo
20
Wells Fargo
California
$1.1B -$960K -11,854 -0.1%
Legal & General Group
21
Legal & General Group
United Kingdom
$1.02B +$17.1M +210,650 +2%
Invesco
22
Invesco
Georgia
$1.02B -$131M -1,614,336 -12%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$940M -$100M -1,238,016 -10%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$773M +$7.58M +93,672 +1%
UBS Group
25
UBS Group
Switzerland
$758M -$54.3M -671,049 -7%

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.