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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
CS
726
Candriam SCA
Luxembourg
$4.16M -$4.92M -54,940 -54%
FBT
727
First Bankers Trust
Kentucky
$4.16M -$64.9K -725 -2%
BCB
728
Brian C. Broderick
$4.16M +$236K +2,635 +6%
ANTB
729
AMG National Trust Bank
Colorado
$4.16M +$3.67M +40,993 +734%
IIM
730
Intact Investment Management
Quebec, Canada
$4.15M -$125K -1,400 -3%
FIM
731
Fruth Investment Management
Texas
$4.14M -$19.2K -215 -0.5%
AF
732
Alerus Financial
North Dakota
$4.13M -$601K -6,717 -13%
IRF
733
IBM Retirement Fund
New York
$4.13M -$123K -1,377 -3%
WIC
734
Woodmont Investment Counsel
Tennessee
$4.13M -$203K -2,266 -5%
BIA
735
Biondo Investment Advisors
Pennsylvania
$4.11M +$15.8K +177 +0.4%
LIM
736
Leavell Investment Management
Alabama
$4.1M +$76.8K +858 +2%
KRSITF
737
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.1M -$1.02M -11,400 -20%
SWK
738
Stephen W. Kidder
$4.09M +$341K +3,810 +9%
HGWM
739
Horst & Graben Wealth Management
Oregon
$4.06M -$73.7K -823 -2%
Capstone Investment Advisors
740
Capstone Investment Advisors
New York
$4.02M -$10.9M -121,738 -73%
FLPIM
741
F.L. Putnam Investment Management
Massachusetts
$4.02M +$2.32M +25,966 +136%
MFG
742
Monte Financial Group
Connecticut
$4.01M +$895K +10,002 +29%
APSI
743
Asset Planning Services Inc
Louisiana
$4.01M +$44.8K +500 +1%
AC
744
Abbrea Capital
California
$4.01M +$54.3K +606 +1%
CK
745
Cohen Klingenstein
New York
$4M
LNC
746
Lincoln National Corp
Pennsylvania
$3.96M +$174K +1,943 +5%
MJP
747
Michael J. Puzo
$3.92M -$14.1K -158 -0.4%
CM
748
Capula Management
Cayman Islands
$3.9M -$7.97M -89,044 -67%
MCP
749
Martin Capital Partners
Oregon
$3.89M -$1.2M -13,387 -24%
ANBT
750
American National Bank & Trust
Texas
$3.86M +$674K +7,523 +21%

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.