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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
SIA
851
Sit Investment Associates
Minnesota
$3.04M
FMTCOCP
852
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.03M +$415K +4,639 +16%
SAMC
853
Spectrum Asset Management (California)
California
$3.03M -$719K -8,035 -19%
MERSOM
854
Municipal Employees' Retirement System of Michigan
Michigan
$3.02M -$2.03M -22,660 -40%
CBB
855
Citizens Business Bank
California
$3.01M -$69.2K -773 -2%
CCM
856
Cadence Capital Management
Massachusetts
$3.01M -$665K -7,426 -18%
RFM
857
Royal Fund Management
Florida
$3M +$393K +4,390 +15%
IB
858
Intrust Bank
Kansas
$3M +$593K +6,628 +25%
SRC
859
Shufro Rose & Co
New York
$3M -$33.6K -375 -1%
BP
860
BBR Partners
New York
$2.99M +$23.7K +265 +0.8%
FMWA
861
Forvis Mazars Wealth Advisors
Missouri
$2.98M +$208K +2,325 +7%
CAS
862
Cascadia Advisory Services
Oregon
$2.98M +$2.99M +33,421 New
Wealth Enhancement Advisory Services
863
Wealth Enhancement Advisory Services
Minnesota
$2.98M -$969K -10,821 -25%
LWM
864
Liberty Wealth Management
California
$2.97M -$140K -1,567 -4%
MC
865
Middleton & Co
Massachusetts
$2.97M -$52.8K -590 -2%
BBNA
866
Bremer Bank National Association
Minnesota
$2.96M -$169K -1,893 -5%
WLPWM
867
Walled Lake Planning & Wealth Management
Illinois
$2.95M -$55.7K -622 -2%
BA
868
Baugh & Associates
Georgia
$2.94M +$686K +7,663 +30%
ACM
869
Alta Capital Management
Utah
$2.92M +$129K +1,438 +5%
ISB
870
Iowa State Bank
Iowa
$2.92M -$199K -2,223 -6%
IEFM
871
IQ EQ Fund Management
Ireland
$2.92M -$28.4K -317 -1%
SNT
872
Security National Trust
West Virginia
$2.92M +$26.5K +296 +0.9%
IF
873
Insight Folios
North Carolina
$2.9M +$126K +1,405 +5%
OIM
874
Opus Investment Management
Massachusetts
$2.9M
JWCA
875
J.W. Cole Advisors
Florida
$2.89M +$2.19M +24,448 +308%

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.