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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
AP
826
Americana Partners
Texas
$3.2M -$1.88K -21 -0.1%
HCM
827
Huber Capital Management
California
$3.19M -$80.6K -900 -2%
FWC
828
First Washington Corp
Washington
$3.19M -$1.69M -18,830 -35%
TIM
829
Thompson Investment Management
Wisconsin
$3.16M -$53K -592 -2%
WPIC
830
White Pine Investment Company
Michigan
$3.14M -$52.8K -590 -2%
NSEDCP
831
NJ State Employees Deferred Compensation Plan
New Jersey
$3.12M
ETC
832
Exchange Traded Concepts
Oklahoma
$3.12M +$3.13M +34,947 +60,253%
VWA
833
Visionary Wealth Advisors
Illinois
$3.12M +$154K +1,723 +5%
MSAM
834
Moloney Securities Asset Management
Missouri
$3.12M +$66.6K +744 +2%
TNBTD
835
Trustmark National Bank Trust Department
Mississippi
$3.12M -$240K -2,680 -7%
PPW
836
Parcion Private Wealth
Washington
$3.12M +$2.5M +27,940 +386%
AF
837
Allworth Financial
California
$3.11M -$684K -7,642 -18%
OCM
838
Oakwood Capital Management
California
$3.11M -$123K -1,379 -4%
MA
839
Mutual Advisors
Nebraska
$3.11M +$190K +2,126 +6%
AT
840
Arden Trust
Delaware
$3.11M -$180K -2,007 -5%
GC
841
Grimes & Company
Massachusetts
$3.1M +$115K +1,287 +4%
CWM
842
Concentric Wealth Management
California
$3.1M +$75.4K +842 +2%
MS
843
Madden Securities
Texas
$3.09M +$3.1M +34,679 New
CCT
844
Capital City Trust
Florida
$3.09M +$186K +2,074 +6%
Boston Partners
845
Boston Partners
Massachusetts
$3.08M -$1.98M -22,114 -39%
CA
846
Clearstead Advisors
Ohio
$3.08M +$150K +1,675 +5%
FNBTCON
847
First National Bank & Trust Co of Newtown
Pennsylvania
$3.07M -$17.9K -200 -0.6%
IMOV
848
Investment Management of Virginia
Virginia
$3.06M +$234K +2,615 +8%
SVWAG
849
Sound View Wealth Advisors Group
Georgia
$3.06M +$166K +1,856 +6%
PA
850
Parallel Advisors
California
$3.05M +$6.18K +69 +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.