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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
WIA
801
Wealthstreet Investment Advisors
Texas
$3.43M +$104K +1,157 +3%
MYAM
802
Meiji Yasuda Asset Management
Japan
$3.43M +$1.23M +13,724 +56%
BIAS
803
Beacon Investment Advisory Services
New Jersey
$3.42M -$62.4K -697 -2%
BAM
804
Barrett Asset Management
New York
$3.42M +$22.8K +255 +0.7%
SC
805
Schulhoff & Co
Ohio
$3.4M -$71.1K -794 -2%
NMIFOAC
806
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.39M
FM
807
Foster & Motley
Ohio
$3.38M -$17.3K -193 -0.5%
SWM
808
SVA Wealth Management
Wisconsin
$3.36M +$235K +2,627 +7%
DAS
809
Dynamic Advisor Solutions
Arizona
$3.36M -$269K -3,002 -7%
PHK
810
Point72 Hong Kong
Hong Kong
$3.36M +$3.26M +36,467 +3,166%
BCM
811
Bourgeon Capital Management
Connecticut
$3.35M +$923K +10,305 +38%
LG
812
LaFleur & Godfrey
Michigan
$3.34M -$416K -4,646 -11%
LOPW
813
Live Oak Private Wealth
North Carolina
$3.31M +$2.92M +32,658 +729%
EP
814
Eudaimonia Partners
Tennessee
$3.31M -$817K -9,131 -20%
CBN
815
Cadence Bank NA
Texas
$3.29M +$142K +1,581 +4%
LPT
816
Legacy Private Trust
Wisconsin
$3.28M -$318K -3,547 -9%
CHC
817
City Holding Co
West Virginia
$3.26M +$156K +1,746 +5%
Kayne Anderson Rudnick Investment Management
818
Kayne Anderson Rudnick Investment Management
California
$3.25M +$48.2K +538 +2%
WB
819
Webster Bank
Connecticut
$3.22M -$62.1K -694 -2%
CBTWT
820
Community Bank & Trust (Waco, Texas)
Texas
$3.22M -$56.3K -629 -2%
ZB
821
Zions Bancorporation
Utah
$3.21M +$626K +6,988 +24%
HIP
822
Harrell Investment Partners
Texas
$3.21M +$19.8K +221 +0.6%
LA
823
Lynch & Associates
Indiana
$3.21M +$596K +6,661 +23%
IFAM
824
Institutional & Family Asset Management
Colorado
$3.21M -$735K -8,211 -19%
HWM
825
Hohimer Wealth Management
Washington
$3.2M +$6.8K +76 +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.