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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
TW
1251
TrinityPoint Wealth
Connecticut
$1.42M -$262K -2,922 -16%
IAS
1252
Investment Advisory Services
Texas
$1.41M +$26.2K +293 +2%
GC
1253
Garde Capital
Washington
$1.41M +$1.42M +15,829 New
NC
1254
NewSquare Capital
Pennsylvania
$1.41M +$40.1K +448 +3%
SSA
1255
South Street Advisors
New York
$1.41M +$49.2K +550 +4%
GIC
1256
Gantzert Investment Company
Illinois
$1.41M -$70.3K -785 -5%
NISOA
1257
National Investment Services of America
Wisconsin
$1.41M -$26.9K -300 -2%
SIM
1258
Stratos Investment Management
Ohio
$1.41M +$468K +5,222 +50%
PCM
1259
Palisade Capital Management
New Jersey
$1.4M -$31.3K -350 -2%
MCM
1260
Mitchell Capital Management
Kansas
$1.4M +$10.8K +121 +0.8%
NFG
1261
Next Financial Group
Texas
$1.4M -$473K -5,279 -25%
IF
1262
Intrua Financial
Texas
$1.4M +$1.39M +15,550 New
NSIM
1263
North Star Investment Management
Illinois
$1.4M -$2.09M -23,323 -60%
NCM
1264
Northside Capital Management
Oregon
$1.4M
AAP
1265
Aristotle Atlantic Partners
Florida
$1.4M +$379K +4,230 +37%
BCM
1266
Breiter Capital Management
Florida
$1.4M +$132K +1,477 +10%
RE
1267
RBC Europe
United Kingdom
$1.39M +$70.4K +786 +5%
QCG
1268
Quadrant Capital Group
Ohio
$1.39M +$615K +6,864 +79%
NGA
1269
Naples Global Advisors
Florida
$1.39M +$620K +6,929 +81%
MCM
1270
Marathon Capital Management
Maryland
$1.39M -$18.1K -202 -1%
DHFB
1271
Dixon Hubard Feinour & Brown
Virginia
$1.38M -$142K -1,585 -9%
TA
1272
Townsend & Associates
Colorado
$1.38M -$158K -1,770 -10%
DI
1273
Diligent Investors
California
$1.38M +$54.2K +605 +4%
PG
1274
Pendal Group
Australia
$1.38M +$63.8K +713 +5%
HKAM
1275
Horizon Kinetics Asset Management
New York
$1.37M -$187K -2,084 -12%

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.