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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
FCBT
576
First Citizens Bank & Trust
North Carolina
$6.4M +$2.53M +28,208 +65%
LRPA
577
L. Roy Papp & Associates
Arizona
$6.39M -$87.8K -981 -1%
CA
578
CapWealth Advisors
Tennessee
$6.34M +$88.1K +984 +1%
ASN
579
Advisory Services Network
Georgia
$6.33M -$349K -3,903 -5%
MIM
580
Montgomery Investment Management
Maryland
$6.32M -$192K -2,150 -3%
HA
581
Hamel Associates
New Jersey
$6.31M +$141K +1,571 +2%
MCM
582
Maple Capital Management
Vermont
$6.28M -$36.7K -410 -0.6%
BNP Paribas Asset Management
583
BNP Paribas Asset Management
France
$6.25M -$16.1K -180 -0.3%
ECM
584
ETrade Capital Management
Virginia
$6.24M +$1.09M +12,218 +21%
SDIC
585
South Dakota Investment Council
South Dakota
$6.19M -$125K -1,400 -2%
CIC
586
Canal Insurance Company
South Carolina
$6.18M
LWCFA
587
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.17M +$104K +1,159 +2%
PCIA
588
Prime Capital Investment Advisors
Kansas
$6.15M +$3.83M +42,740 +163%
VCA
589
Verdence Capital Advisors
Maryland
$6.12M +$221K +2,468 +4%
SWM
590
SeaCrest Wealth Management
New York
$6.12M -$184K -2,056 -3%
CTA
591
Chesley Taft & Associates
Illinois
$6.09M -$27.4K -306 -0.4%
TCOV
592
Trust Company of Vermont
Vermont
$6.08M -$2.11M -23,606 -26%
Cerity Partners
593
Cerity Partners
New York
$6.08M -$161K -1,797 -3%
CNC
594
Canandaigua National Corp
New York
$6.08M +$6.1M +68,084 New
BFO
595
Boston Family Office
Massachusetts
$6.05M -$27.2K -304 -0.4%
MCM
596
Maryland Capital Management
Maryland
$6.02M -$94.9K -1,060 -2%
KFS
597
Kurt F. Somerville
$6M +$361K +4,033 +6%
SFO
598
Stokes Family Office
Louisiana
$5.98M +$203K +2,264 +3%
PA
599
Pinnacle Associates
New York
$5.97M +$900K +10,048 +18%
JWBC
600
J.W. Burns & Co
New York
$5.97M +$31.2K +349 +0.5%

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.