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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
BBWA
1176
Bell & Brown Wealth Advisors
California
$1.61M +$74.6K +833 +5%
EAM
1177
Erste Asset Management
Austria
$1.61M
FUBT
1178
First United Bank & Trust
Maryland
$1.61M -$71.8K -802 -4%
NME
1179
Notis-McConarty Edward
$1.61M +$161K +1,795 +11%
CST
1180
Charles Schwab Trust
Nevada
$1.6M -$71K -793 -4%
CIA
1181
Choate Investment Advisors
Massachusetts
$1.6M -$301K -3,365 -16%
TBNY
1182
Trustco Bank (New York)
New York
$1.59M -$4.3K -48 -0.3%
LOAME
1183
Lombard Odier Asset Management (Europe)
United Kingdom
$1.59M +$72K +804 +5%
SIC
1184
Sigma Investment Counselors
Michigan
$1.59M +$34K +380 +2%
AIM
1185
Acropolis Investment Management
Missouri
$1.59M -$98.9K -1,105 -6%
PHS
1186
Pekin Hardy Strauss
Illinois
$1.59M +$262K +2,922 +20%
BHBT
1187
Burke & Herbert Bank & Trust
Virginia
$1.59M -$31.3K -350 -2%
LFAS
1188
Level Four Advisory Services
Texas
$1.58M +$79K +882 +5%
QI
1189
Qtron Investments
Massachusetts
$1.57M +$394K +4,403 +33%
UBG
1190
United Bank (Georgia)
Georgia
$1.57M +$297K +3,312 +23%
IC
1191
InterOcean Capital
Illinois
$1.56M +$49K +547 +3%
WFG
1192
Wills Financial Group
Virginia
$1.56M -$64.2K -717 -4%
AGM
1193
Alpine Global Management
New York
$1.56M +$1.56M +17,453 New
CFMC
1194
Curbstone Financial Management Corp
New Hampshire
$1.55M -$94K -1,050 -6%
MFG
1195
Magnus Financial Group
New York
$1.55M -$67.1K -749 -4%
AWM
1196
Avior Wealth Management
Nebraska
$1.55M +$279K +3,117 +22%
PL
1197
Parthenon LLC
Kentucky
$1.53M -$2.15K -24 -0.1%
CWM
1198
Cornerstone Wealth Management
Missouri
$1.53M +$184K +2,059 +14%
OA
1199
Oxbow Advisors
Texas
$1.53M +$391K +4,364 +34%
CFS
1200
CRA Financial Services
New Jersey
$1.53M +$2.6K +29 +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.