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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
MMPW
1101
Mitchell McLeod Pugh & Williams
Alabama
$1.86M +$229K +2,560 +14%
WAM
1102
Wealthspire Advisors (Maryland)
Maryland
$1.85M -$43.5K -486 -2%
HSWM
1103
Hubbell Strickland Wealth Management
Louisiana
$1.85M -$17.9K -200 -1%
MFG
1104
MidWestOne Financial Group
Iowa
$1.85M -$91.8K -1,025 -5%
HCM
1105
Hollencrest Capital Management
California
$1.84M +$382K +4,268 +26%
SC
1106
Savant Capital
Illinois
$1.84M +$198K +2,217 +12%
IA
1107
IFP Advisors
Florida
$1.84M +$52.6K +588 +3%
LWANC
1108
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.84M -$5.73K -64 -0.3%
RC
1109
Reik & Co
New York
$1.84M
SFSG
1110
Stearns Financial Services Group
North Carolina
$1.83M +$119K +1,326 +7%
LC
1111
LCNB Corp
Ohio
$1.83M -$26.1K -292 -1%
WTB
1112
Washington Trust Bank
Washington
$1.83M -$13.6K -152 -0.7%
CT
1113
Coastline Trust
Rhode Island
$1.83M -$324K -3,615 -15%
VCM
1114
Virtue Capital Management
Tennessee
$1.82M +$1.82M +20,356 New
FAM
1115
Formidable Asset Management
Ohio
$1.81M +$142K +1,585 +8%
OAM
1116
Optimal Asset Management
California
$1.81M -$2.15M -24,007 -54%
HAIM
1117
Hunter Associates Investment Management
Pennsylvania
$1.81M +$40.4K +451 +2%
CCA
1118
Checchi Capital Advisers
California
$1.81M +$41K +458 +2%
CCM
1119
Compton Capital Management
Rhode Island
$1.81M -$6.71K -75 -0.4%
PL
1120
Perpetual Ltd
Australia
$1.8M +$1.81M +20,212 New
IWC
1121
Integrated Wealth Concepts
Massachusetts
$1.8M +$140K +1,560 +8%
WSCM
1122
Wellington Shields Capital Management
New York
$1.8M +$9.31K +104 +0.5%
BEAM
1123
Baker Ellis Asset Management
Washington
$1.79M +$160K +1,791 +10%
EI
1124
EDMP Inc
Florida
$1.78M -$541K -6,039 -23%
LHC
1125
Little House Capital
Massachusetts
$1.78M +$92.5K +1,033 +5%

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.