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
HI
676
Horizon Investments
North Carolina
$4.73M +$2.43M +27,185 +105%
DT
677
Diversified Trust
Tennessee
$4.73M +$435K +4,863 +10%
IWP
678
Icon Wealth Partners
Texas
$4.73M +$3.58M +40,040 +310%
PP
679
Patten & Patten
Tennessee
$4.71M +$117K +1,306 +3%
TRCT
680
Tower Research Capital (TRC)
New York
$4.68M -$194K -2,162 -4%
MWA
681
Meridian Wealth Advisors
Texas
$4.67M +$9.67K +108 +0.2%
USAA
682
United Services Automobile Association
Texas
$4.65M -$13.8M -154,453 -80%
TSW
683
Thompson Siegel & Walmsley
Virginia
$4.65M -$76.4K -853 -2%
OCM
684
Olstein Capital Management
New York
$4.64M -$1.25M -14,000 -21%
BOH
685
Bank of Hawaii
Hawaii
$4.64M -$320K -3,578 -6%
FPCG
686
Fort Pitt Capital Group
Pennsylvania
$4.63M +$73.4K +820 +2%
EWA
687
EP Wealth Advisors
California
$4.63M -$560K -6,256 -11%
FIM
688
Frontier Investment Management
Texas
$4.61M +$741K +8,273 +19%
CCM
689
Cohen Capital Management
California
$4.59M +$131K +1,458 +3%
SSA
690
Schonfeld Strategic Advisors
New York
$4.58M +$2.47M +27,537 +116%
SCM
691
Stonebridge Capital Management
California
$4.54M -$210K -2,350 -4%
MCM
692
Mengis Capital Management
Oregon
$4.51M +$65.8K +735 +1%
OTPPB
693
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.49M +$4.51M +50,345 New
GSBTD
694
Glenview State Bank Trust Department
Illinois
$4.48M -$55.4K -619 -1%
PTB
695
Pioneer Trust Bank
Oregon
$4.47M -$593K -6,624 -12%
FVCM
696
F&V Capital Management
Florida
$4.47M +$239K +2,665 +6%
CCFCSB
697
Cape Cod Five Cents Savings Bank
Massachusetts
$4.47M -$161K -1,800 -3%
SWP
698
Stratos Wealth Partners
Ohio
$4.4M -$25.2K -281 -0.6%
RB
699
Rodgers Brothers
Pennsylvania
$4.4M +$4.3K +48 +0.1%
PWW
700
Pettyjohn Wood & White
Virginia
$4.4M +$120K +1,335 +3%

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.