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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
QI
476
QV Investors
Alberta, Canada
$9.28M -$206K -2,300 -2%
KRS
477
Kentucky Retirement Systems
Kentucky
$9.27M -$2.26M -25,201 -20%
OCAM
478
Onex Canada Asset Management
Ontario, Canada
$9.24M +$325K +3,634 +4%
CIS
479
Connors Investor Services
Pennsylvania
$9.21M -$426K -4,760 -4%
FMII
480
Farmers & Merchants Investments Inc
Nebraska
$9.17M +$825K +9,218 +10%
NMIMC
481
Northwestern Mutual Investment Management Company
Wisconsin
$9.15M -$8.98M -100,331 -49%
NFC
482
Northeast Financial Consultants
Connecticut
$9.14M -$104K -1,164 -1%
SFS
483
Sowell Financial Services
Arkansas
$9.14M -$31.7K -354 -0.3%
AF
484
Ally Financial
Michigan
$9.1M
BCM
485
BTC Capital Management
Iowa
$9.08M +$1.4M +15,614 +18%
IA
486
Icon Advisers
Colorado
$8.98M
GD
487
Grandfield & Dodd
New York
$8.98M +$672K +7,502 +8%
DBT
488
Dubuque Bank & Trust
Iowa
$8.96M -$379K -4,231 -4%
I
489
IberiaBank
Louisiana
$8.92M +$180K +2,006 +2%
Daiwa Securities Group
490
Daiwa Securities Group
Japan
$8.87M
ECG
491
Edge Capital Group
Georgia
$8.77M -$345K -3,848 -4%
TTWM
492
TCV Trust & Wealth Management
Virginia
$8.77M -$146K -1,628 -2%
GFPC
493
Global Financial Private Capital
Florida
$8.76M +$580K +6,476 +7%
AB
494
Amalgamated Bank
New York
$8.72M -$16.3M -181,530 -65%
HAI
495
Hennessy Advisors Inc
California
$8.65M +$26.9K +300 +0.3%
SCM
496
Sirios Capital Management
Massachusetts
$8.61M +$8.64M +96,518 New
AUB
497
Atlantic Union Bankshares
Virginia
$8.57M -$204K -2,283 -2%
BC
498
Brinker Capital
Pennsylvania
$8.56M +$2.25M +25,078 +35%
TCM
499
Tufton Capital Management
Maryland
$8.53M -$57.3K -640 -0.7%
MBTD
500
Mechanics Bank - Trust Department
California
$8.52M +$148K +1,654 +2%

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.