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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
JIR
451
James Investment Research
Ohio
$10.3M -$4.03M -45,058 -28%
NLGIA
452
Nippon Life Global Investors Americas
New York
$10.2M -$4.48M -50,070 -30%
GJIC
453
Gamble Jones Investment Counsel
California
$10.1M -$86.5K -966 -0.8%
CIS
454
Capital International Sarl
California
$10.1M +$1.08M +12,036 +12%
BRCM
455
Bright Rock Capital Management
Massachusetts
$10.1M +$2.86M +32,000 +40%
CA
456
Crewe Advisors
Utah
$10M -$450K -5,029 -4%
WJWM
457
Williams Jones Wealth Management
New York
$10M -$2.87K -32 -0%
DWM
458
Doyle Wealth Management
Florida
$9.97M -$2.79M -31,197 -22%
KCM
459
Kanawha Capital Management
Virginia
$9.92M +$355K +3,963 +4%
ISL
460
Ingalls & Snyder LLC
New York
$9.82M -$1.87M -20,866 -16%
TBA
461
Tower Bridge Advisors
Pennsylvania
$9.81M -$215K -2,396 -2%
FAAS
462
First Allied Advisory Services
California
$9.77M +$304K +3,400 +3%
SIM
463
Sentry Investment Management
Wisconsin
$9.77M -$955K -10,669 -9%
TNB
464
TCF National Bank
South Dakota
$9.75M +$282K +3,149 +4%
ESB
465
Essex Savings Bank
Connecticut
$9.73M +$37.6K +420 +0.4%
SBH
466
Segall Bryant & Hamill
Illinois
$9.68M -$304K -3,400 -3%
CTI
467
Community Trust & Investment
Kentucky
$9.68M -$52.5K -586 -0.5%
FBB
468
Fulton Breakefield Broenniman
Maryland
$9.67M -$102K -1,136 -1%
TU
469
TDAM USA
Ontario, Canada
$9.61M +$738K +8,248 +8%
PFM
470
Parsec Financial Management
North Carolina
$9.51M -$1.59M -17,793 -14%
CCT
471
Country Club Trust
Missouri
$9.48M -$218K -2,437 -2%
ADEF
472
Adams Diversified Equity Fund
Maryland
$9.46M -$5.13M -57,300 -35%
RIM
473
Redpoint Investment Management
Australia
$9.4M -$1.26M -14,124 -12%
SC
474
Scotia Capital
Ontario, Canada
$9.37M -$643K -7,182 -6%
CAG
475
Crestwood Advisors Group
Massachusetts
$9.31M +$2.69M +30,022 +40%

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.