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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
CRC
501
Curi RMB Capital
Illinois
$8.52M -$116K -1,295 -1%
Wealthfront Advisers
502
Wealthfront Advisers
California
$8.48M +$4.25M +47,496 +100%
AAIM
503
American Assets Investment Management
California
$8.48M
CAM
504
Carret Asset Management
New York
$8.39M -$358 -4 -0%
MAA
505
Matrix Asset Advisors
New York
$8.38M -$274K -3,058 -3%
SCM
506
SKBA Capital Management
California
$8.34M +$22.4K +250 +0.3%
AL
507
AJO LP
Pennsylvania
$8.28M -$82.8M -924,480 -91%
AAS
508
Avantax Advisory Services
Texas
$8.27M +$989K +11,046 +14%
FPCM
509
Financial Partners Capital Management
New York
$8.26M -$6.45K -72 -0.1%
M
510
MOTCO
Texas
$8.21M +$681K +7,608 +9%
EWM
511
Edge Wealth Management
New York
$8.18M -$572K -6,387 -7%
H
512
HoyleCohen
California
$8.16M +$202K +2,256 +3%
AAA
513
Adams Asset Advisors
Texas
$8.06M +$2.64M +29,535 +49%
MAM
514
Meeder Asset Management
Ohio
$8.02M +$1.66M +18,552 +26%
FQ
515
First Quadrant
California
$7.97M +$5.56M +62,098 +228%
DP
516
Dearborn Partners
Illinois
$7.93M +$1.61M +17,940 +25%
CA
517
Callahan Advisors
Texas
$7.93M +$289K +3,228 +4%
KFP
518
Keystone Financial Planning
Ohio
$7.91M +$6.09K +68 +0.1%
TCM
519
Twin Capital Management
Pennsylvania
$7.89M -$1.75M -19,510 -18%
NIM
520
Northeast Investment Management
Massachusetts
$7.87M -$773K -8,636 -9%
WAM
521
World Asset Management
Michigan
$7.86M -$2.37M -26,418 -23%
FBP
522
Flippin Bruce & Porter
Virginia
$7.84M -$500K -5,587 -6%
FAB
523
First American Bank
Illinois
$7.76M -$96.6K -1,079 -1%
BFIM
524
Beese Fulmer Investment Management
Ohio
$7.75M -$84K -938 -1%
LMIM
525
Lockheed Martin Investment Management
Maryland
$7.71M -$4.22M -47,100 -35%

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.