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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
TPCW
526
TD Private Client Wealth
New York
$7.69M +$1.13M +12,609 +17%
BBA
527
BLB&B Advisors
Pennsylvania
$7.67M +$191K +2,131 +3%
HR
528
Howe & Rusling
New York
$7.66M +$671K +7,491 +10%
EGA
529
Eagle Global Advisors
Texas
$7.61M -$517K -5,772 -6%
AIS
530
American Investment Services
Massachusetts
$7.55M -$121K -1,354 -2%
CA
531
CastleArk Alternatives
Illinois
$7.53M +$6.64M +74,220 +730%
FFBTD
532
First Financial Bank - Trust Division
Ohio
$7.52M +$259K +2,891 +4%
CI
533
Cigna Investments
Connecticut
$7.49M +$2.62M +29,233 +53%
SGAM
534
Smith Group Asset Management
Texas
$7.48M -$422K -4,717 -5%
NC
535
Nicholas Company
Wisconsin
$7.48M
PA
536
Profund Advisors
Maryland
$7.45M +$1.41M +15,750 +23%
LW
537
Linscomb Wealth
Texas
$7.37M +$1.09M +12,188 +17%
MDCM
538
Morgan Dempsey Capital Management
Wisconsin
$7.37M +$1.81M +20,270 +33%
NA
539
NewEdge Advisors
Louisiana
$7.36M +$1.64M +18,328 +29%
OC
540
Oakworth Capital
Alabama
$7.32M +$6.03M +67,395 +460%
PAM
541
Palisade Asset Management
Minnesota
$7.31M +$95.8K +1,070 +1%
GP
542
Greenline Partners
New York
$7.31M +$180K +2,014 +3%
FA
543
FDx Advisors
Illinois
$7.3M +$874K +9,760 +14%
RMC
544
Resources Management Corp
Connecticut
$7.29M -$181K -2,026 -2%
PI
545
PFS Investments
Georgia
$7.23M +$1.62M +18,122 +29%
LSERS
546
Louisiana State Employees Retirement System
Louisiana
$7.17M -$8.95K -100 -0.1%
AIP
547
Ameritas Investment Partners
Nebraska
$7.15M +$379K +4,232 +6%
NB
548
NBT Bank
New York
$7.14M -$265K -2,959 -4%
NAMA
549
Nikko Asset Management Americas
New York
$7.14M -$1.78M -19,914 -20%
ACM
550
Azimuth Capital Management
Michigan
$7.1M -$1.72M -19,163 -19%

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.