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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
CB
776
Community Bank
New York
$3.64M +$496K +5,539 +16%
MPM
777
Meritage Portfolio Management
Kansas
$3.63M +$17.8K +199 +0.5%
AIA
778
Affinity Investment Advisors
California
$3.61M -$1.49M -16,656 -29%
PWM
779
Perigon Wealth Management
California
$3.61M -$220K -2,455 -6%
LNWWM
780
Laird Norton Wetherby Wealth Management
California
$3.6M -$110K -1,231 -3%
BRWA
781
B. Riley Wealth Advisors
Florida
$3.6M -$114K -1,277 -3%
IAN
782
Integrated Advisors Network
Texas
$3.59M +$129K +1,440 +4%
FA
783
FMA Advisory
Pennsylvania
$3.57M +$150K +1,673 +4%
CCM
784
Coldstream Capital Management
Washington
$3.57M -$387K -4,319 -10%
IPW
785
Inlet Private Wealth
Florida
$3.57M
AHB
786
Abner Herrman & Brock
New Jersey
$3.57M -$216K -2,409 -6%
VI
787
Vestcor Inc
New Brunswick, Canada
$3.57M -$5.13M -57,291 -59%
WG
788
Winton Group
United Kingdom
$3.56M -$8.3M -92,722 -70%
JC
789
Jacobs & Co
California
$3.55M -$672K -7,501 -16%
TMAM
790
Tokio Marine Asset Management
Japan
$3.54M +$123K +1,374 +4%
CT
791
Chicago Trust
Illinois
$3.54M -$19.3K -216 -0.5%
LWAC
792
Laurel Wealth Advisors (California)
California
$3.49M -$364K -4,069 -9%
SCM
793
Symons Capital Management
Pennsylvania
$3.49M -$66K -737 -2%
LKIM
794
Lawson Kroeker Investment Management
Nebraska
$3.48M
S
795
Surevest
California
$3.48M +$357K +3,993 +11%
SC
796
Stolper & Co
Oklahoma
$3.48M -$115K -1,288 -3%
MMA
797
Miracle Mile Advisors
California
$3.47M -$130K -1,453 -4%
SC
798
Stralem & Co
New York
$3.47M -$39K -436 -1%
FAIM
799
Financial Advocates Investment Management
Washington
$3.46M +$869K +9,704 +33%
LDFR
800
Lehman & Derafelo Financial Resources
Pennsylvania
$3.44M -$207K -2,314 -6%

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.