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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
SIM
1276
Sonora Investment Management
Arizona
$1.37M +$63.6K +710 +5%
MMM
1277
Mendel Money Management
Illinois
$1.37M +$1.38M +15,380 New
WI
1278
WrapManager Inc
California
$1.37M +$167K +1,864 +14%
GRP
1279
Global Retirement Partners
California
$1.37M +$18.8K +210 +1%
CASB
1280
Cape Ann Savings Bank
Massachusetts
$1.37M +$1.37M +15,309 New
FIB
1281
First Interstate Bank
Montana
$1.36M -$2.14M -23,922 -61%
MC
1282
Maverick Capital
Texas
$1.36M +$1.37M +15,282 New
CGL
1283
Clarius Group LLC
Washington
$1.36M -$716K -8,003 -34%
KLCM
1284
KG&L Capital Management
Louisiana
$1.36M +$19.2K +215 +1%
TI
1285
Truehand Inc
New Hampshire
$1.36M +$1.36M +15,236 New
SAM
1286
Sawgrass Asset Management
Florida
$1.36M -$1.34K -15 -0.1%
CFFP
1287
Center for Financial Planning
Michigan
$1.35M -$11.1K -124 -0.8%
HIC
1288
Holderness Investments Company
North Carolina
$1.35M +$11K +123 +0.8%
CIG
1289
Cairn Investment Group
Washington
$1.35M -$47.9K -535 -3%
COI
1290
Connable Office Inc
Michigan
$1.34M -$512K -5,714 -28%
FCA
1291
FLC Capital Advisors
California
$1.34M -$297K -3,315 -18%
SSI
1292
Scott & Selber Inc
Texas
$1.34M +$1.35M +15,055 New
SGCA
1293
Steel Grove Capital Advisors
Tennessee
$1.34M -$138K -1,545 -9%
CA
1294
Capital Advantage
California
$1.34M -$60.9K -680 -4%
ACM
1295
Adalta Capital Management
New York
$1.34M -$35.8K -400 -3%
KS
1296
Karpas Strategies
Connecticut
$1.34M +$1.97K +22 +0.1%
B
1297
Bailard
California
$1.33M +$171K +1,906 +15%
OIA
1298
Optimum Investment Advisors
Illinois
$1.33M -$40.9K -457 -3%
WPW
1299
Waldron Private Wealth
Pennsylvania
$1.33M +$4.3K +48 +0.3%
GPA
1300
Garrison Point Advisors
California
$1.32M -$58K -648 -4%

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.