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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
BMC
1026
Beaton Management Company
Massachusetts
$2.15M +$20.1K +225 +0.9%
GAG
1027
GM Advisory Group
New York
$2.15M +$1.39M +15,573 +183%
PH
1028
Pinnacle Holdings
Oklahoma
$2.15M +$15.8K +177 +0.7%
HI
1029
Hudock Inc
Pennsylvania
$2.15M -$71.4K -798 -3%
SFS
1030
Strategic Financial Services
New York
$2.14M -$1.09M -12,172 -34%
WT
1031
Washington Trust
Rhode Island
$2.13M -$1.19M -13,321 -36%
RWM
1032
Rench Wealth Management
Texas
$2.13M -$80.8K -902 -4%
VNA
1033
Valley National Advisers
Pennsylvania
$2.12M +$1.86M +20,735 +695%
GIA
1034
GHP Investment Advisors
Colorado
$2.11M -$237K -2,646 -10%
OWA
1035
Outlook Wealth Advisors
Texas
$2.11M -$30.7K -343 -1%
MAM
1036
Martingale Asset Management
Massachusetts
$2.1M -$2.4M -26,818 -53%
MPCG
1037
Matrix Private Capital Group
New York
$2.1M +$42.6K +476 +2%
WIC
1038
Whitegate Investment Counselors
New Hampshire
$2.1M +$97.1K +1,085 +5%
TC
1039
Telemus Capital
Michigan
$2.1M +$218K +2,432 +11%
RMA
1040
Roffman Miller Associates
Pennsylvania
$2.09M +$2.09M +23,390 New
PT
1041
Plimoth Trust
Massachusetts
$2.09M -$560K -6,253 -21%
CP
1042
Cumberland Partners
Ontario, Canada
$2.09M +$598K +6,683 +40%
GCM
1043
Gables Capital Management
Florida
$2.08M -$72K -804 -3%
PAM
1044
Pegasus Asset Management
New York
$2.08M -$11.7K -131 -0.6%
MG
1045
Mather Group
Illinois
$2.08M +$2.09M +23,350 New
WP
1046
WealthSource Partners
California
$2.08M -$231K -2,578 -10%
HAG
1047
HighPoint Advisor Group
Illinois
$2.07M -$18.5K -207 -0.9%
KWILP
1048
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.07M -$877K -9,801 -30%
ST
1049
Smithfield Trust
Pennsylvania
$2.06M -$182K -2,028 -8%
BIM
1050
Bridgecreek Investment Management
Oklahoma
$2.05M -$13.4K -150 -0.6%

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.