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
SLI
651
Sumitomo Life Insurance
Japan
$5.16M -$398K -4,446 -7%
CNBTD
652
Citizens National Bank Trust Department
Mississippi
$5.16M -$27.5K -307 -0.5%
CAC
653
Core Alternative Capital
Georgia
$5.12M -$594K -6,631 -10%
FMC
654
First Merchants Corp
Indiana
$5.11M +$13.3K +148 +0.3%
GCAC
655
Guardian Capital Advisors (Canada)
Ontario, Canada
$5.08M +$22.4K +250 +0.3%
MA
656
Montag & Associates
Georgia
$5.06M +$985 +11 +0%
RM
657
Resource Management
Louisiana
$5.06M -$132K -1,470 -3%
VFA
658
Voya Financial Advisors
Connecticut
$5.06M -$182K -2,037 -3%
SAA
659
Southeast Asset Advisors
Georgia
$5.05M +$9.76K +109 +0.2%
CCC
660
Chelsea Counsel Company
California
$5.04M +$198K +2,208 +4%
BBVA
661
Banco Bilbao Vizcaya Argentaria
Spain
$5.02M +$507K +5,661 +11%
KWM
662
Kingsview Wealth Management
Oregon
$5.01M +$109K +1,214 +2%
GW
663
GW & Wade
Massachusetts
$4.98M -$218K -2,438 -4%
AC
664
Allstate Corporation
Illinois
$4.97M +$2.76M +30,825 +124%
FNFDCM
665
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.95M -$71.1K -794 -1%
CT
666
Caldwell Trust
Florida
$4.94M +$85.1K +951 +2%
RG
667
Retirement Group
California
$4.93M +$4.95M +55,267 New
SWM
668
Stockman Wealth Management
Montana
$4.92M -$53.7K -600 -1%
GI
669
GAMCO Investors
Connecticut
$4.86M -$948K -10,594 -16%
AAF
670
Andra AP-fonden
Sweden
$4.85M +$1.19M +13,300 +32%
FB
671
Fulton Bank
Pennsylvania
$4.85M +$337K +3,769 +7%
SCP
672
Stamos Capital Partners
California
$4.82M -$2.02M -22,606 -30%
MCM
673
MAI Capital Management
Ohio
$4.79M -$2.27M -25,380 -32%
SCI
674
S&CO Inc
Massachusetts
$4.78M
HT
675
Heritage Trust
Oklahoma
$4.76M -$35.5K -396 -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.