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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
HIC
1226
Harvey Investment Company
Kentucky
$1.47M +$22.4K +250 +2%
TA
1227
TFG Advisers
Michigan
$1.47M +$156K +1,744 +12%
TF
1228
TRH Financial
Iowa
$1.46M +$1.51M +16,894 New
AR
1229
Advisory Research
Illinois
$1.46M -$475K -5,302 -24%
HL
1230
HeadInvest LLC
Maine
$1.46M +$151K +1,689 +12%
MSR
1231
Main Street Research
Connecticut
$1.46M -$76.5K -855 -5%
PFBT
1232
Parkside Financial Bank & Trust
Missouri
$1.45M -$77K -860 -5%
MWM
1233
Mission Wealth Management
California
$1.45M +$29.4K +328 +2%
HW
1234
Hedeker Wealth
Illinois
$1.45M -$82.9K -926 -5%
RMAM
1235
Raab & Moskowitz Asset Management
New Jersey
$1.44M -$178K -1,987 -11%
BOS
1236
Bingham Osborn & Scarborough
California
$1.44M -$231K -2,584 -14%
PA
1237
Procyon Advisors
Connecticut
$1.44M +$143K +1,599 +11%
EHWM
1238
Eads & Heald Wealth Management
Georgia
$1.44M -$33.8K -377 -2%
HCM
1239
Highlander Capital Management
New Jersey
$1.43M +$342K +3,825 +31%
CT
1240
Columbia Trust
Oregon
$1.43M -$262K -2,925 -15%
CSM
1241
CAMG Solamere Management
North Carolina
$1.43M -$1.28M -14,250 -47%
HKIM
1242
Hayek Kallen Investment Management
Alabama
$1.43M +$31.2K +348 +2%
TWP
1243
Total Wealth Planning
Ohio
$1.43M +$7.88K +88 +0.6%
NAS
1244
Nicolet Advisory Services
Wisconsin
$1.43M +$218K +2,431 +18%
IR
1245
IAT Reinsurance
New York
$1.43M
Acadian Asset Management
1246
Acadian Asset Management
Massachusetts
$1.42M +$327K +3,655 +30%
GT
1247
Greenleaf Trust
Michigan
$1.42M +$1.04M +11,571 +266%
MCM
1248
Monarch Capital Management
Indiana
$1.42M -$67.1K -749 -4%
RIM
1249
Rampart Investment Management
Connecticut
$1.42M +$150K +1,680 +12%
WAM
1250
Wakefield Asset Management
Colorado
$1.42M -$262K -2,925 -16%

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.