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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
HVIA
926
Hudson Valley Investment Advisors
New York
$2.65M -$28K -313 -1%
LC
927
Lavaca Capital
Texas
$2.63M +$35.8K +400 +1%
MAFM
928
Mid Atlantic Financial Management
Pennsylvania
$2.63M -$122K -1,359 -4%
NAMP
929
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.63M
RC
930
Roundview Capital
New Jersey
$2.63M -$283K -3,162 -10%
WEC
931
Winslow Evans & Crocker
Massachusetts
$2.63M +$58.5K +653 +2%
CPA
932
Capital Planning Advisors
California
$2.62M +$163K +1,816 +7%
AMG
933
Advisors Management Group
Wisconsin
$2.62M -$58.4K -652 -2%
IC
934
Intersect Capital
California
$2.61M +$65K +726 +3%
AMIM
935
Aull & Monroe Investment Management
Alabama
$2.6M -$47.5K -530 -2%
SWMG
936
Signature Wealth Management Group
Georgia
$2.6M +$39.5K +441 +2%
JCM
937
Jacobi Capital Management
Pennsylvania
$2.59M +$139K +1,556 +6%
BMO
938
Beck Mack & Oliver
New York
$2.59M -$11.2K -125 -0.4%
MHIC
939
Marble Harbor Investment Counsel
Massachusetts
$2.58M
BFA
940
Benedict Financial Advisors
Georgia
$2.58M +$25.8K +288 +1%
BAM
941
Belpointe Asset Management
Nevada
$2.58M +$750K +8,380 +41%
HCM
942
Hengehold Capital Management
Ohio
$2.57M +$163K +1,817 +7%
PBO
943
Peoples Bank (Ohio)
Ohio
$2.57M +$92.8K +1,037 +4%
RWM
944
RBA Wealth Management
California
$2.56M +$61K +681 +2%
RMDI
945
R.M. Davis Inc
Maine
$2.56M -$501K -5,600 -16%
PCTC
946
Perkins Coie Trust Company
Washington
$2.56M +$147K +1,638 +6%
DWM
947
Dakota Wealth Management
Florida
$2.56M +$2.56M +28,649 New
GWMIA
948
Global Wealth Management Investment Advisory
Florida
$2.56M -$54.8K -612 -2%
TCCM
949
Timber Creek Capital Management
Massachusetts
$2.55M +$103K +1,153 +4%
BCM
950
Brookmont Capital Management
Texas
$2.54M -$905K -10,108 -26%

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.