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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
NMERB
426
New Mexico Educational Retirement Board
New Mexico
$11.4M +$743K +8,300 +7%
Carson Wealth (CWM LLC)
427
Carson Wealth (CWM LLC)
Nebraska
$11.3M
CDH
428
Charles D. Hyman
$11.3M +$1.96M +21,915 +21%
SS
429
Simplicity Solutions
Minnesota
$11.3M +$3.49M +39,017 +45%
BCM
430
Bridgeway Capital Management
Texas
$11.2M -$2.12M -23,650 -16%
PAM
431
Private Asset Management
California
$11.2M -$217K -2,419 -2%
ACP
432
Ashfield Capital Partners
California
$11.1M +$375K +4,189 +3%
WAS
433
Wesleyan Assurance Society
United Kingdom
$10.9M
UR
434
USCA RIA
Texas
$10.9M +$1.41M +15,781 +15%
SSWM
435
Smith Salley Wealth Management
North Carolina
$10.8M +$578K +6,452 +6%
AAM
436
AR Asset Management
California
$10.8M
GIM
437
Goelzer Investment Management
Indiana
$10.8M -$90K -1,005 -0.8%
AI
438
Atria Investments
North Carolina
$10.7M +$10.8M +120,432 New
Man Group
439
Man Group
United Kingdom
$10.7M +$3.08M +34,385 +40%
KFC
440
Klingenstein Fields & Co
New York
$10.7M -$64.3K -718 -0.6%
BUB
441
BBVA USA Bancshares
Texas
$10.7M +$1M +11,205 +10%
SOAMC
442
Spirit of America Management Corp
New York
$10.6M +$2.94M +32,850 +38%
CC
443
Carlson Capital
Texas
$10.6M -$4.25M -47,500 -29%
SG Americas Securities
444
SG Americas Securities
New York
$10.5M -$2.39M -26,647 -18%
SDJVC
445
St. Denis J. Villere & Co
Louisiana
$10.5M -$186K -2,078 -2%
WSFS
446
Wilmington Savings Fund Society
Delaware
$10.5M -$2.01M -22,451 -16%
Cohen & Steers
447
Cohen & Steers
New York
$10.4M +$1.76M +19,712 +20%
BB
448
Busey Bank
Illinois
$10.4M -$705K -7,876 -6%
BHWM
449
Bar Harbor Wealth Management
New Hampshire
$10.4M +$52.1K +582 +0.5%
BG
450
Bollard Group
Massachusetts
$10.4M -$378K -4,221 -4%

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.