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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
CC
1151
Cadinha & Co
Hawaii
$1.7M -$31.3K -350 -2%
PG
1152
Patten Group
Tennessee
$1.7M -$3.58K -40 -0.2%
SAM
1153
Selway Asset Management
$1.7M +$40.3K +450 +2%
RIM
1154
Regent Investment Management
Kentucky
$1.69M +$88.1K +984 +5%
CB
1155
CNB Bank
Pennsylvania
$1.69M +$68.1K +761 +4%
Lido Advisors
1156
Lido Advisors
California
$1.68M +$271K +3,031 +19%
ACG
1157
Allen Capital Group
Nebraska
$1.68M +$318K +3,555 +23%
IA
1158
IFG Advisory
Georgia
$1.68M +$249K +2,778 +17%
EFS
1159
Essex Financial Services
Connecticut
$1.67M -$262K -2,926 -14%
KMWM
1160
Keudell/Morrison Wealth Management
Oregon
$1.67M +$51.9K +580 +3%
SG
1161
Somerset Group
Minnesota
$1.66M -$179 -2 -0%
VC
1162
Voit & Company
Wisconsin
$1.66M -$207K -2,316 -11%
DIM
1163
Delta Investment Management
California
$1.66M +$331K +3,698 +25%
ET
1164
Equitable Trust
Tennessee
$1.66M -$1.17M -13,089 -41%
FG
1165
Fiduciary Group
Georgia
$1.64M -$37.2K -416 -2%
CC
1166
Centiva Capital
New York
$1.64M -$2.81M -31,435 -63%
RA
1167
RFG Advisory
Alabama
$1.64M +$132K +1,470 +9%
BOCM
1168
Bontempo Ohly Capital Management
Maryland
$1.63M -$3.4K -38 -0.2%
AIC
1169
Archer Investment Corporation
Indiana
$1.63M -$24.1K -269 -1%
QCM
1170
Quest Capital Management
Texas
$1.63M +$27.1K +303 +2%
NHC
1171
Nicholas Hoffman & Company
Georgia
$1.63M +$76.2K +851 +5%
WA
1172
Wealth Alliance
New York
$1.62M +$561K +6,261 +53%
SFWA
1173
Summit Financial Wealth Advisors
Louisiana
$1.61M -$133K -1,484 -7%
VCAM
1174
Van Cleef Asset Management
Ohio
$1.61M +$897K +10,020 +124%
SCA
1175
Sippican Capital Advisors
Massachusetts
$1.61M -$3.58K -40 -0.2%

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.