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Chevron

2,370 hedge funds and large institutions have $109B invested in Chevron in 2020 Q2 according to their latest regulatory filings, with 197 funds opening new positions, 943 increasing their positions, 1,046 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 126

22% more capital invested

Capital invested by funds: $89.3B → $109B (+$19.6B)

18% more call options, than puts

Call options by funds: $1.67B | Put options by funds: $1.42B

11% more funds holding in top 10

Funds holding in top 10: 5561 (+6)

2% more funds holding

Funds holding: 2,3182,370 (+52)

0.13% less ownership

Funds ownership: 65.57%65.44% (-0.13%)

10% less repeat investments, than reductions

Existing positions increased: 943 | Existing positions reduced: 1,046

Holders
2,370
Holders Change
+52
Holders Change %
+2.24%
% of All Funds
48.59%
Holding in Top 10
61
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.91%
% of All Funds
1.25%
New
197
Increased
943
Reduced
1,046
Closed
126
Calls
$1.67B
Puts
$1.42B
Net Calls
+$250M
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
376
MassMutual Private Wealth & Trust
Connecticut
$14.3M +$718K +8,019 +5%
EWM
377
Evercore Wealth Management
New York
$14.3M -$1.32M -14,708 -8%
SCM
378
Shelton Capital Management
Colorado
$14.2M -$105K -1,169 -0.7%
FFH
379
Fairfax Financial Holdings
Ontario, Canada
$13.9M
HF
380
HRT Financial
New York
$13.9M +$13.9M +155,572 New
CAN
381
Cetera Advisor Networks
California
$13.8M +$372K +4,154 +3%
V
382
Veritable
Delaware
$13.8M -$699K -7,805 -5%
BAPIM
383
British Airways Pensions Investment Management
United Kingdom
$13.8M
HCMT
384
Highland Capital Management (Tennessee)
Tennessee
$13.7M -$92K -1,028 -0.7%
UBV
385
United Bank (Virginia)
Virginia
$13.6M +$955K +10,668 +8%
CC
386
Cannell & Co
New York
$13.6M +$1.19M +13,259 +10%
MNBTD
387
Moody National Bank Trust Division
Texas
$13.6M +$611K +6,829 +5%
BTW
388
Boston Trust Walden
Massachusetts
$13.5M -$431K -4,816 -3%
FNT
389
First National Trust
Pennsylvania
$13.5M +$384K +4,294 +3%
FRM
390
Foundation Resource Management
Arkansas
$13.3M -$217K -2,427 -2%
OC
391
Oppenheimer & Co
New York
$13.3M -$109K -1,222 -0.8%
BSA
392
Braun Stacey Associates
New York
$13.1M +$1.34M +14,915 +11%
SPIA
393
Steward Partners Investment Advisory
New York
$12.9M +$1.58M +17,632 +14%
LBC
394
Lowe Brockenbrough & Co
Virginia
$12.8M +$1.29M +14,430 +11%
HIMC
395
Heritage Investors Management Corp
Maryland
$12.8M +$4.92K +55 +0%
X
396
Xponance
Pennsylvania
$12.8M +$12.9M +143,688 New
WBC
397
Westpac Banking Corp
Australia
$12.7M -$1.56M -17,393 -11%
ANI
398
American National Insurance
Texas
$12.7M +$517K +5,775 +4%
CA
399
Cullinan Associates
Kentucky
$12.6M -$126K -1,406 -1%
HPC
400
HM Payson & Co
Maine
$12.5M -$353K -3,948 -3%

CVX Hedge Fund Activity: Q2 2020 in Review

2,370 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q2 2020, worth a combined $109B — up 22% from $89.3B a quarter earlier.

Buyers outnumbered sellers: 197 funds opened new CVX positions and 126 closed out — a net gain of 71 holders — while 943 added to existing stakes and 1,046 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $925M. The largest seller was Wellington Management Group, cutting an estimated $899M.

  • 2,370 institutional investors held Chevron (CVX) as of Q2 2020, up from 2,318 in Q1 2020.
  • Funds reported $109B of Chevron stock for Q2 2020, up 22% quarter-over-quarter.
  • 197 funds opened new Chevron positions in Q2 2020 and 126 closed out, a net change of +71 holders.
  • The largest Chevron buyer in Q2 2020 was Capital Research Global Investors, an estimated $925M added.
  • The largest Chevron seller in Q2 2020 was Wellington Management Group, an estimated $899M sold.

Based on aggregated 13F filings for Q2 2020.