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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
HFS
701
Hantz Financial Services
Michigan
$4.39M +$150K +1,673 +4%
MCM
702
Murphy Capital Management
New Jersey
$4.39M +$46.1K +515 +1%
RP
703
Rowlandmiller & Partners
Georgia
$4.38M +$120K +1,343 +3%
SPC
704
Sigma Planning Corp
Michigan
$4.38M -$277K -3,097 -6%
HT
705
HighTower Trust
Texas
$4.37M -$286K -3,195 -6%
RCYC
706
Richard C. Young & Co
Rhode Island
$4.37M +$342K +3,818 +8%
MIC
707
Means Investment Company
Maine
$4.36M +$223K +2,491 +5%
PWLP
708
Prio Wealth Limited Partnership
Massachusetts
$4.36M -$1.27M -14,183 -22%
CAM
709
Columbia Asset Management
Michigan
$4.35M +$702K +7,844 +19%
NEAM
710
New England Asset Management
Connecticut
$4.34M +$80.6K +900 +2%
IIM
711
Ipswich Investment Management
Massachusetts
$4.34M -$11.4K -127 -0.3%
CANC
712
Culbertson A N & Co
Virginia
$4.33M -$61.1K -683 -1%
EW
713
Evoke Wealth
California
$4.31M -$58.8K -657 -1%
PWP
714
Private Wealth Partners
California
$4.31M +$1.53M +17,135 +55%
FFA
715
First Foundation Advisors
California
$4.3M -$424K -4,740 -9%
CAL
716
Capital Analysts LLC
Pennsylvania
$4.3M +$207K +2,315 +5%
NCM
717
Novare Capital Management
North Carolina
$4.29M -$467K -5,212 -10%
DIA
718
Dean Investment Associates
Ohio
$4.28M +$100K +1,120 +2%
CCT
719
Chemung Canal Trust
New York
$4.25M +$2.73M +30,459 +177%
SHGA
720
Sand Hill Global Advisors
California
$4.24M -$9.76K -109 -0.2%
FHB
721
First Hawaiian Bank
Hawaii
$4.21M +$14.3K +160 +0.3%
MAM
722
Mastrapasqua Asset Management
Tennessee
$4.21M -$119K -1,333 -3%
AAMA
723
Advanced Asset Management Advisors
Ohio
$4.18M +$985K +11,000 +31%
DWT
724
Dorsey & Whitney Trust
South Dakota
$4.18M -$191K -2,128 -4%
CIA
725
Covington Investment Advisors
Pennsylvania
$4.17M -$9.4K -105 -0.2%

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.