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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
DWA
1126
Douglass Winthrop Advisors
New York
$1.78M -$95.6K -1,068 -5%
PAM
1127
Paradigm Asset Management
New York
$1.77M -$255K -2,850 -13%
CFA
1128
CWS Financial Advisors
Michigan
$1.77M +$49.2K +550 +3%
PI
1129
Pettee Investors
Connecticut
$1.76M -$4.48K -50 -0.3%
Arrowstreet Capital
1130
Arrowstreet Capital
Massachusetts
$1.76M -$21.7M -242,761 -92%
MJRIC
1131
Mogy Joel R Investment Counsel
California
$1.76M -$49.2K -550 -3%
HWA
1132
HCR Wealth Advisors
California
$1.76M +$98.4K +1,099 +6%
VFM
1133
Viking Fund Management
North Dakota
$1.75M +$1.55M +17,300 +752%
QT
1134
Quantbot Technologies
New York
$1.75M +$1.75M +19,595 New
JFGIW
1135
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.75M -$523K -5,837 -23%
SCM
1136
Stellar Capital Management
Arizona
$1.74M -$28.6K -319 -2%
SMG
1137
Spectrum Management Group
Indiana
$1.74M +$1.74M +19,447 +48,618%
FWM
1138
Frontier Wealth Management
Missouri
$1.74M +$437K +4,885 +34%
BHIA
1139
Birch Hill Investment Advisors
Massachusetts
$1.73M
RCAG
1140
Rehmann Capital Advisory Group
Michigan
$1.73M -$47.5K -531 -3%
NSB
1141
Norway Savings Bank
Maine
$1.72M -$24.6K -275 -1%
WAM
1142
Weatherly Asset Management
California
$1.72M +$173K +1,933 +11%
CNC
1143
Citizens & Northern Corp
Pennsylvania
$1.72M -$208K -2,321 -11%
HB
1144
Homrich & Berg
Georgia
$1.72M -$27.1K -303 -2%
ABP
1145
Arthur B. Page
$1.72M -$237K -2,645 -12%
CAM
1146
Close Asset Management
United Kingdom
$1.72M -$228K -2,550 -12%
NPP
1147
New Potomac Partners
Maryland
$1.71M +$325K +3,625 +23%
BAMF
1148
BI Asset Management Fondsmaeglerselskab
Denmark
$1.71M -$261K -2,914 -13%
BFG
1149
Beacon Financial Group
Texas
$1.71M +$248K +2,773 +17%
DIP
1150
DT Investment Partners
Pennsylvania
$1.71M +$413K +4,616 +32%

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.