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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
BAAM
901
Baker Avenue Asset Management
California
$2.78M -$9.58K -107 -0.3%
MPAM
902
Murphy Pohlad Asset Management
Minnesota
$2.78M +$699K +7,810 +33%
GIP
903
Greatmark Investment Partners
Georgia
$2.77M +$203K +2,263 +8%
BST
904
Bath Savings Trust
Maine
$2.76M +$7.43K +83 +0.3%
AWE
905
Avidian Wealth Enterprises
Texas
$2.76M +$262K +2,921 +10%
TCA
906
Tortoise Capital Advisors
Kansas
$2.76M -$46.9K -524 -2%
NNP
907
Nachman Norwood & Parrott
South Carolina
$2.76M +$10.4K +116 +0.4%
GHAM
908
Gilman Hill Asset Management
Connecticut
$2.76M +$65.4K +731 +2%
6M
909
6 Meridian
Kansas
$2.75M -$4.71M -52,557 -63%
BS
910
Boenning & Scattergood
Pennsylvania
$2.75M +$71.9K +803 +3%
BO
911
Bank OZK
Arkansas
$2.74M +$13.3K +148 +0.5%
AWM
912
Altium Wealth Management
New York
$2.73M +$608K +6,796 +29%
OLA
913
Oliver Luxxe Assets
New Jersey
$2.73M +$111K +1,244 +4%
HSA
914
HBK Sorce Advisory
Pennsylvania
$2.72M +$133K +1,480 +5%
PAM
915
Peak Asset Management
Colorado
$2.72M +$2.47M +27,635 +980%
RWA
916
Ropes Wealth Advisors
Massachusetts
$2.71M -$28.8K -322 -1%
CCG
917
Cypress Capital Group
Florida
$2.71M +$99K +1,106 +4%
BPA
918
Beacon Pointe Advisors
California
$2.71M +$842K +9,400 +45%
LSV Asset Management
919
LSV Asset Management
Illinois
$2.69M -$707K -7,900 -21%
OSAM
920
O'Shaughnessy Asset Management
Connecticut
$2.68M +$2.42M +27,067 +900%
ECM
921
Evergreen Capital Management
Washington
$2.68M +$60.4K +675 +2%
Verition Fund Management
922
Verition Fund Management
Connecticut
$2.67M +$2.68M +29,965 New
APP
923
Avantax Planning Partners
Iowa
$2.67M +$139K +1,558 +5%
BHWA
924
Beacon Harbor Wealth Advisors
Virginia
$2.67M +$103K +1,153 +4%
AF
925
Arrow Financial
New York
$2.67M -$53.3K -595 -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.