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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
SB
976
Strategic Blueprint
Georgia
$2.38M +$1.93M +21,545 +417%
FNT
977
First Nebraska Trust
Nebraska
$2.38M -$40.5K -452 -2%
BC
978
Burney Company
Virginia
$2.37M -$2.92M -32,618 -55%
AFA
979
Arlington Financial Advisors
California
$2.37M +$36.1K +403 +2%
CF
980
Centaurus Financial
California
$2.37M +$1.41M +15,750 +146%
HC
981
Hendley & Co
Ohio
$2.36M -$28.6K -320 -1%
WOC
982
West Oak Capital
California
$2.36M -$62.7K -700 -3%
1WA
983
180 Wealth Advisors
Washington
$2.36M +$130K +1,455 +6%
HCM
984
Hutchinson Capital Management
California
$2.36M -$58.4K -652 -2%
PPSG
985
Princeton Portfolio Strategies Group
New Jersey
$2.35M -$76.1K -850 -3%
FBT
986
First Bank & Trust
South Dakota
$2.35M +$476K +5,318 +25%
NAM
987
NTV Asset Management
West Virginia
$2.34M -$100K -1,120 -4%
VFA
988
Valeo Financial Advisors
Indiana
$2.31M +$311K +3,478 +15%
FHA
989
First Horizon Advisors
Tennessee
$2.31M -$59K -659 -2%
MWM
990
Mattern Wealth Management
Kansas
$2.31M -$197K -2,199 -8%
NL
991
NWAM LLC
Washington
$2.3M -$23.2K -259 -1%
TAM
992
Taurus Asset Management
New York
$2.3M
LCP
993
Legacy Capital Partners
Wisconsin
$2.3M +$49.4K +552 +2%
PCM
994
Penserra Capital Management
California
$2.29M +$1.05M +11,749 +83%
MCM
995
McMillion Capital Management
North Carolina
$2.29M -$720K -8,037 -24%
WGA
996
Weather Gauge Advisory
Virginia
$2.29M -$295K -3,298 -11%
PAS
997
Park Avenue Securities
New York
$2.29M +$2.3M +25,658 New
AAS
998
Annex Advisory Services
Wisconsin
$2.28M +$18.7K +209 +0.8%
FSA
999
Fort Sheridan Advisors
Illinois
$2.27M -$29.6K -331 -1%
PCFFS
1000
Pacific Center for Financial Services
California
$2.27M +$57.5K +642 +3%

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.