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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
FMTC
751
Farmers & Merchants Trust Company
California
$3.86M +$10.1K +113 +0.3%
CIA
752
CSat Investment Advisory
Michigan
$3.85M +$2.4M +26,845 +165%
BSW
753
Buckingham Strategic Wealth
Missouri
$3.83M -$564K -6,300 -13%
First Manhattan
754
First Manhattan
New York
$3.83M -$97.7K -1,091 -2%
FNBT
755
FineMark National Bank & Trust
Florida
$3.81M -$174K -1,941 -4%
AP
756
Advisor Partners
California
$3.81M +$1.27M +14,178 +50%
CIC
757
Cornercap Investment Counsel
Georgia
$3.8M -$231K -2,580 -6%
OCM
758
One Capital Management
California
$3.78M +$64.9K +725 +2%
SBIA
759
Sheaff Brock Investment Advisors
Indiana
$3.76M +$665K +7,432 +21%
DY
760
Dowling & Yahnke
California
$3.76M -$593K -6,622 -14%
BFEC
761
Benjamin F. Edwards & Company
Missouri
$3.73M -$1.38M -15,464 -27%
CVM
762
Cheviot Value Management
California
$3.73M +$988K +11,033 +36%
WC
763
Whitney & Co
New York
$3.72M -$32.2K -360 -0.9%
HCA
764
Harbour Capital Advisors
Virginia
$3.71M -$57.5K -642 -2%
RHFI
765
Reilly Herbert Faulkner III
$3.7M +$304K +3,397 +9%
EWA
766
Exencial Wealth Advisors
Oklahoma
$3.69M +$3.08M +34,374 +490%
GCM
767
Garland Capital Management
Washington
$3.69M -$49.2K -550 -1%
TI
768
Tidal Investments
Wisconsin
$3.69M +$2.59M +28,902 +232%
BFA
769
Bragg Financial Advisors
North Carolina
$3.69M -$60.9K -680 -2%
TPWA
770
TRUE Private Wealth Advisors
Oregon
$3.68M +$403K +4,496 +12%
AAM
771
Azzad Asset Management
Virginia
$3.68M +$898K +10,029 +32%
LDB
772
Lee, Danner & Bass
Tennessee
$3.66M -$369K -4,121 -9%
SIG
773
Sky Investment Group
Connecticut
$3.66M +$155K +1,736 +4%
CI
774
Centerstone Investors
New York
$3.65M -$2.69M -30,000 -42%
ACM
775
Arosa Capital Management
Florida
$3.64M +$3.66M +40,842 New

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.