We are live on ! Find out more
CVX icon

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
OAM
551
Oak Asset Management
California
$7.1M -$98.5K -1,100 -1%
GWM
552
Geneos Wealth Management
Colorado
$7.09M +$172K +1,917 +2%
CA
553
Cetera Advisors
Colorado
$7.07M +$694K +7,748 +11%
CC
554
Courier Capital
New York
$7.04M +$148K +1,656 +2%
CAM
555
Cresset Asset Management
Illinois
$7M +$493K +5,512 +8%
ONB
556
Old National Bancorp
Indiana
$7M -$5.34M -59,623 -43%
BDS
557
Banco de Sabadell
Florida
$6.99M +$2.15M +23,977 +44%
NRS
558
Neville Rodie & Shaw
New York
$6.98M -$526K -5,879 -7%
B
559
Brightworth
Georgia
$6.96M -$274K -3,059 -4%
BWM
560
Buckley Wealth Management
Nevada
$6.9M -$56K -625 -0.8%
NAM
561
NorthCoast Asset Management
Connecticut
$6.87M -$29.3K -327 -0.4%
BRWM
562
B. Riley Wealth Management
Tennessee
$6.85M -$598K -6,674 -8%
CIC
563
Cutler Investment Counsel
Oregon
$6.76M -$57.7K -645 -0.8%
GAM
564
Guinness Asset Management
United Kingdom
$6.72M +$806K +9,000 +14%
MC
565
Moors & Cabot
Massachusetts
$6.7M +$1.32M +14,720 +24%
BCV
566
Banque Cantonale Vaudoise
Switzerland
$6.7M -$964K -10,767 -13%
CIA
567
Capital Investment Advisors
Georgia
$6.64M +$824K +9,206 +14%
PCM
568
Parsons Capital Management
Rhode Island
$6.61M -$66.5K -743 -1%
IG
569
ING Group
Netherlands
$6.58M -$1.06M -11,809 -14%
BOTW
570
Bank of the West
California
$6.57M +$284K +3,177 +5%
ECM
571
Estabrook Capital Management
New York
$6.55M -$399K -4,460 -6%
SC
572
Sepio Capital
Utah
$6.5M +$1.96M +21,922 +43%
FF
573
Fluent Financial
Texas
$6.45M +$876K +9,782 +16%
RBA
574
Richard Bernstein Advisors
New York
$6.45M +$6.47M +72,256 New
AAM
575
Autus Asset Management
Arizona
$6.42M +$43.5K +486 +0.7%

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.