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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
LWMM
1051
Legacy Wealth Management (Mississippi)
Mississippi
$2.05M +$20.8K +232 +1%
PAMG
1052
Patton Albertson Miller Group
Tennessee
$2.05M +$246K +2,752 +14%
P
1053
Pitcairn
Pennsylvania
$2.04M +$88.1K +984 +4%
BL
1054
BFSG LLC
California
$2.04M +$680K +7,600 +50%
MHS
1055
M Holdings Securities
Oregon
$2.04M -$749K -8,361 -27%
CAM
1056
CenterStar Asset Management
Illinois
$2.03M
HH
1057
Hilltop Holdings
Texas
$2.03M +$354K +3,954 +21%
CMO
1058
Covenant Multifamily Offices
Texas
$2.03M +$335K +3,747 +20%
PGIM
1059
Pacific Global Investment Management
California
$2.03M -$47.4K -529 -2%
EM
1060
Excalibur Management
Massachusetts
$2.02M -$39.7K -443 -2%
CFGS
1061
Concourse Financial Group Securities
Alabama
$2.02M +$27K +302 +1%
GL
1062
Graypoint LLC
New York
$2.02M +$92.6K +1,034 +5%
ASA
1063
Armstrong Shaw Associates
Connecticut
$2.01M -$368K -4,112 -15%
RG
1064
Rikoon Group
New Mexico
$2.01M +$2.51K +28 +0.1%
CCM
1065
Crossvault Capital Management
Texas
$2M -$111K -1,245 -5%
GBT
1066
Grove Bank & Trust
Florida
$1.99M +$124K +1,387 +7%
BSB
1067
Bangor Savings Bank
Maine
$1.99M +$12.4K +139 +0.6%
CFA
1068
Carroll Financial Associates
North Carolina
$1.99M +$39.5K +441 +2%
AFM
1069
Andesa Financial Management
Pennsylvania
$1.98M +$828K +9,244 +71%
GFA
1070
Gifford Fong Associates
California
$1.98M
SCP
1071
Shorepoint Capital Partners
Massachusetts
$1.98M +$501K +5,593 +34%
BWA
1072
BDO Wealth Advisors
Florida
$1.97M +$34.5K +385 +2%
CPSAC
1073
Chas P. Smith & Associates (CPS)
Florida
$1.97M -$255K -2,846 -11%
WIS
1074
Wright Investors Service
Connecticut
$1.97M -$105K -1,174 -5%
DPIM
1075
Duff & Phelps Investment Management
Illinois
$1.97M +$44.8K +500 +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.