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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
IC
876
Inscription Capital
Texas
$2.89M +$10.7K +120 +0.4%
TWA
877
TCI Wealth Advisors
Arizona
$2.89M -$325K -3,634 -10%
OPCM
878
Osborne Partners Capital Management
California
$2.89M +$15.8K +176 +0.5%
ACA
879
Aptus Capital Advisors
Alabama
$2.88M +$2.44M +27,254 +538%
ACM
880
Argyle Capital Management
Pennsylvania
$2.88M +$11.7K +131 +0.4%
MCIA
881
Mountain Capital Investment Advisors
Colorado
$2.87M +$2.98M +33,297 New
FDCDDQ
882
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.87M -$419K -4,684 -13%
NCM
883
Narwhal Capital Management
Georgia
$2.87M +$89.5K +1,000 +3%
SBSB
884
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.87M -$80.7K -901 -3%
BL
885
BCWM LLC
Kansas
$2.87M +$2.88M +32,127 New
BCM
886
Boltwood Capital Management
California
$2.86M -$6.71K -75 -0.2%
KLWA
887
Kelly Lawrence W & Associates
California
$2.85M -$1.14M -12,703 -28%
BCCM
888
Bridge Creek Capital Management
Massachusetts
$2.85M +$197K +2,200 +7%
YIA
889
YHB Investment Advisors
Connecticut
$2.85M -$59.6K -666 -2%
RIL
890
Rothschild Investment LLC
Illinois
$2.84M -$87.1K -973 -3%
RWM
891
RKL Wealth Management
Pennsylvania
$2.83M +$31.7K +354 +1%
HFM
892
Hartford Financial Management
Connecticut
$2.83M +$43K +480 +2%
RWA
893
River Wealth Advisors
Pennsylvania
$2.83M +$22.2K +248 +0.8%
APA
894
American Portfolios Advisors
New York
$2.82M +$612K +6,836 +28%
WPC
895
White Pine Capital
Minnesota
$2.82M -$28K -313 -1%
PVWM
896
Point View Wealth Management
New Jersey
$2.8M +$227K +2,540 +9%
Cetera Investment Advisers
897
Cetera Investment Advisers
Illinois
$2.79M +$367K +4,099 +15%
DSC
898
Duncker Streett & Co
Missouri
$2.79M +$16.7K +187 +0.6%
ETI
899
Enterprise Trust & Investment
California
$2.78M -$62.7K -700 -2%
GIP
900
Granite Investment Partners
California
$2.78M -$13.4K -150 -0.5%

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.