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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
WA1
1301
Wimmer Associates 1
California
$1.32M -$427K -4,766 -24%
ANRIA
1302
American National Registered Investment Advisor
Texas
$1.32M
SWRP
1303
Summit Wealth & Retirement Planning
California
$1.31M -$15.2K -170 -1%
MOS
1304
MGO One Seven
Ohio
$1.31M +$57.2K +639 +5%
RCA
1305
Resonant Capital Advisors
Wisconsin
$1.3M -$479K -5,350 -27%
CPIG
1306
Chicago Partners Investment Group
Illinois
$1.3M +$16.4K +183 +1%
RCA
1307
Ranch Capital Advisors
Florida
$1.3M +$136K +1,521 +12%
CWM
1308
Cordatus Wealth Management
Pennsylvania
$1.3M +$17.6K +197 +1%
RCM
1309
RB Capital Management
Nevada
$1.3M +$41.7K +466 +3%
SAM
1310
Sompo Asset Management
Japan
$1.3M -$4.65M -51,900 -78%
KF
1311
Krilogy Financial
Missouri
$1.3M +$953K +10,640 +273%
WAM
1312
Winslow Asset Management
Ohio
$1.29M +$7.88K +88 +0.6%
AIM
1313
Anchor Investment Management
South Carolina
$1.29M -$72.2K -806 -5%
ST
1314
Spinnaker Trust
Maine
$1.29M -$409K -4,565 -24%
CB
1315
Cadence Bank
Mississippi
$1.29M -$97K -1,084 -7%
BIC
1316
Beach Investment Counsel
Pennsylvania
$1.28M -$440K -4,914 -25%
NC
1317
NovaPoint Capital
Georgia
$1.28M +$83.2K +929 +7%
PMG
1318
ProVise Management Group
Florida
$1.28M -$8.68K -97 -0.7%
SIC
1319
Salem Investment Counselors
North Carolina
$1.28M -$43.2K -482 -3%
PPP
1320
Private Portfolio Partners
New Jersey
$1.27M -$129K -1,446 -9%
WA
1321
WP Advisors
California
$1.27M +$1.28M +14,277 New
MRCM
1322
M&R Capital Management
New Jersey
$1.27M -$508K -5,672 -28%
FFG
1323
Ford Financial Group
California
$1.27M -$3.58K -40 -0.3%
BFM
1324
Boston Financial Management
Massachusetts
$1.27M -$542K -6,054 -30%
SWA
1325
Sutton Wealth Advisors
Florida
$1.27M +$177K +1,973 +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.