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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
HFBOT
1201
Home Federal Bank of Tennessee
Tennessee
$1.52M -$8.95K -100 -0.6%
WWM
1202
Western Wealth Management
Colorado
$1.52M +$129K +1,438 +9%
BP
1203
Ballentine Partners
Massachusetts
$1.52M -$397K -4,431 -21%
QC
1204
Quadrature Capital
United Kingdom
$1.52M +$1.52M +17,016 New
CA
1205
Calton & Associates
Florida
$1.51M +$40.4K +451 +3%
CI
1206
Capital International
California
$1.51M -$1.49M -16,613 -49%
SAM
1207
Strategy Asset Managers
California
$1.51M -$68.2K -762 -4%
NCM
1208
Neumann Capital Management
California
$1.51M -$89.5K -1,000 -6%
CL
1209
Choreo LLC
Illinois
$1.51M -$140K -1,569 -8%
SBWM
1210
Sunflower Bank Wealth Management
Arizona
$1.51M -$97.1K -1,085 -6%
OPS
1211
Orion Portfolio Solutions
Nebraska
$1.51M +$359K +4,005 +31%
SCM
1212
Stevens Capital Management
Pennsylvania
$1.51M +$1.51M +16,876 New
WA
1213
WealthTrust Axiom
Pennsylvania
$1.5M -$414K -4,623 -22%
CHJWM
1214
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.49M +$321K +3,587 +28%
SSG
1215
Summit Securities Group
New York
$1.49M -$233K -2,600 -13%
LF
1216
Lantz Financial
Illinois
$1.49M -$4.48K -50 -0.3%
BKA
1217
Brick & Kyle Associates
Pennsylvania
$1.49M +$174K +1,944 +13%
SCP
1218
Sandhill Capital Partners
New York
$1.48M +$9.76K +109 +0.7%
SCM
1219
Snow Capital Management
Pennsylvania
$1.48M -$50.2K -561 -3%
OSNBOA
1220
Old Second National Bank of Aurora
Illinois
$1.48M +$264K +2,952 +22%
TNA
1221
True North Advisors
Texas
$1.48M +$868K +9,695 +141%
PCA
1222
Private Capital Advisors
Connecticut
$1.48M
TSWM
1223
Triangle Securities Wealth Management
North Carolina
$1.47M -$137K -1,530 -8%
FPCP
1224
Fort Point Capital Partners
California
$1.47M +$380K +4,247 +35%
CIAS
1225
Capital Investment Advisory Services
North Carolina
$1.47M -$91.4K -1,021 -6%

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.