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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
LCM
1076
LVM Capital Management
Michigan
$1.96M +$6.63K +74 +0.3%
CWM
1077
Chesapeake Wealth Management
Virginia
$1.96M +$36.4K +407 +2%
WSTAM
1078
Wilbanks Smith & Thomas Asset Management
Virginia
$1.96M -$166K -1,850 -8%
EF
1079
Exeter Financial
Arizona
$1.96M -$110K -1,224 -5%
TH
1080
TCTC Holdings
Texas
$1.96M -$267K -2,985 -12%
CCA
1081
Conservest Capital Advisors
Pennsylvania
$1.95M -$79.8K -891 -4%
CRWM
1082
Castle Rock Wealth Management
California
$1.95M -$73.2K -818 -4%
HWA
1083
Heritage Way Advisors
Illinois
$1.95M +$269 +3 +0%
TCA
1084
Transcend Capital Advisors
New Jersey
$1.94M +$680K +7,594 +54%
NWP
1085
Northstar Wealth Partners
Connecticut
$1.94M +$45.1K +504 +2%
GAI
1086
General American Investors
New York
$1.93M
Nomura Holdings
1087
Nomura Holdings
Japan
$1.93M +$1.87M +20,872 New
PFSC
1088
Peoples Financial Services Corp
Pennsylvania
$1.92M +$79.2K +885 +4%
AIP
1089
Ahrens Investment Partners
Louisiana
$1.91M +$20.1K +224 +1%
IBOK
1090
Independence Bank of Kentucky
Kentucky
$1.91M +$196K +2,192 +11%
VIA
1091
Vident Investment Advisory
Georgia
$1.91M -$243K -2,710 -11%
V
1092
VeraBank
Texas
$1.9M
EH
1093
Employers Holdings
Nevada
$1.89M -$485K -5,420 -20%
LM
1094
Lincluden Management
Ontario, Canada
$1.89M -$41.2K -460 -2%
LWM
1095
Lyell Wealth Management
California
$1.89M -$207K -2,307 -10%
EBT
1096
Enterprise Bank & Trust
Massachusetts
$1.88M -$58K -648 -3%
SIC
1097
Shoker Investment Counsel
Ohio
$1.87M -$64.6K -722 -3%
SHA
1098
Seneca House Advisors
Virginia
$1.86M +$25.2K +281 +1%
Squarepoint
1099
Squarepoint
New York
$1.86M +$1.87M +20,905 New
EAM
1100
Evanson Asset Management
California
$1.86M -$473K -5,287 -20%

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.