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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
IAA
601
Independent Advisor Alliance
North Carolina
$5.96M +$489K +5,465 +9%
GIM
602
Grassi Investment Management
California
$5.95M +$98.5K +1,100 +2%
CTA
603
Colonial Trust Advisors
South Carolina
$5.95M +$226K +2,529 +4%
CM
604
Castleark Management
Illinois
$5.91M +$5.48M +61,260 +1,241%
BBHC
605
Brown Brothers Harriman & Co
New York
$5.9M +$700K +7,816 +13%
PPCM
606
Pillar Pacific Capital Management
California
$5.85M -$105K -1,171 -2%
VAS
607
Vestmark Advisory Solutions
Massachusetts
$5.79M +$412K +4,605 +8%
SSB
608
Sandy Spring Bank
Maryland
$5.79M -$357K -3,984 -6%
IC
609
Inverness Counsel
New York
$5.79M -$160K -1,792 -3%
PFS
610
Prospera Financial Services
Texas
$5.79M +$46.6K +520 +0.8%
CI Investments Inc
611
CI Investments Inc
Ontario, Canada
$5.73M -$1.03M -11,458 -15%
Credit Agricole
612
Credit Agricole
France
$5.71M -$1.15M -12,853 -17%
RC
613
RegentAtlantic Capital
New Jersey
$5.68M +$434K +4,851 +8%
CCP
614
Corient Capital Partners
California
$5.68M +$511K +5,703 +10%
GF
615
Goodman Financial
Texas
$5.67M +$1.02M +11,399 +22%
HC
616
Hourglass Capital
Texas
$5.67M -$85.1K -950 -1%
CIC
617
Carnegie Investment Counsel
Ohio
$5.66M +$648K +7,240 +13%
HWM
618
Holloway Wealth Management
Florida
$5.66M
CIA
619
CCM Investment Advisers
South Carolina
$5.66M -$755K -8,436 -12%
TCM
620
Telos Capital Management
California
$5.64M +$592K +6,612 +12%
PCA
621
Peddock Capital Advisors
Massachusetts
$5.63M +$179 +2 +0%
CCMD
622
Cypress Capital Management (Delaware)
Delaware
$5.62M -$3.63M -40,537 -39%
SC
623
SouthState Corp
Florida
$5.59M +$739K +8,258 +15%
WS
624
Wedbush Securities
California
$5.56M -$449K -5,019 -7%
AIA
625
Allied Investment Advisors
Montana
$5.53M +$987K +11,021 +22%

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.