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
GLLW
626
Graves Light Lenhart Wealth
Virginia
$5.53M -$123K -1,378 -2%
SW
627
SteelPeak Wealth
California
$5.48M -$2.47M -27,551 -31%
AII
628
AGF Investments Inc
Ontario, Canada
$5.47M -$1.38M -15,386 -20%
SCA
629
Spearhead Capital Advisors
Florida
$5.45M +$347K +3,875 +7%
HEIP
630
Hudson Edge Investment Partners
New Jersey
$5.43M -$1.21M -13,545 -18%
KPCM
631
Kings Point Capital Management
New York
$5.42M +$348K +3,884 +7%
WAS
632
WESPAC Advisors SoCal
California
$5.4M +$5.67M +63,314 New
CWM
633
Calamos Wealth Management
Illinois
$5.39M -$430K -4,801 -7%
VV
634
Verity & Verity
South Carolina
$5.39M -$3.13M -35,015 -36%
1IA
635
1834 Investment Advisors
Wisconsin
$5.36M +$125K +1,394 +2%
BCM
636
Birmingham Capital Management
Alabama
$5.34M +$295K +3,300 +6%
ARMC
637
American Research & Management Company
Massachusetts
$5.34M +$23.4K +261 +0.4%
FMBTD
638
First Midwest Bank Trust Division
Illinois
$5.34M -$95.8K -1,070 -2%
1SB
639
1ST Source Bank
Indiana
$5.28M -$134K -1,502 -2%
AA
640
Argent Advisors
Louisiana
$5.28M +$3.77M +42,146 +248%
AOWM
641
Alpha Omega Wealth Management
Virginia
$5.25M -$10.9K -122 -0.2%
VCM
642
Violich Capital Management
California
$5.23M -$449K -5,020 -8%
TCOT
643
Trust Company of Toledo
Ohio
$5.23M -$132K -1,471 -2%
BC
644
Bruce & Co
Illinois
$5.23M +$4.98M +55,600 +1,853%
BCM
645
Buckhead Capital Management
Georgia
$5.22M +$253K +2,831 +5%
GAM
646
Griffin Asset Management
New York
$5.2M +$109K +1,215 +2%
Wolverine Trading
647
Wolverine Trading
Illinois
$5.2M +$4.98M +55,652 +1,539%
SCA
648
Stonebridge Capital Advisors
Minnesota
$5.18M +$101K +1,129 +2%
MIC
649
Meridian Investment Counsel
California
$5.18M +$23.3K +260 +0.5%
MIAN
650
Mariner Independent Advisor Network
Kansas
$5.16M -$608K -6,788 -10%

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.