We are live on ! Find out more
CVX icon

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
WAAG
1326
Wealth Alliance Advisory Group
Kansas
$1.26M +$10.1K +113 +0.8%
JSL
1327
JT Stratford LLC
Georgia
$1.26M +$947K +10,579 +297%
CWP
1328
CFM Wealth Partners
Texas
$1.26M -$188K -2,101 -13%
MMHP
1329
Murphy Middleton Hinkle & Parker
Georgia
$1.26M +$2.69K +30 +0.2%
EH
1330
Equitable Holdings
New York
$1.26M +$251K +2,798 +25%
AWA
1331
Arete Wealth Advisors
Illinois
$1.26M +$95.4K +1,066 +8%
HIM
1332
Harbour Investment Management
Washington
$1.25M -$26.2K -293 -2%
FFG
1333
Fortem Financial Group
California
$1.25M -$449K -5,013 -26%
CG
1334
Caprock Group
Idaho
$1.25M -$20.6K -230 -2%
CAC
1335
Certified Advisory Corp
Florida
$1.25M -$134K -1,492 -10%
ODCM
1336
Old Dominion Capital Management
Virginia
$1.25M -$19.5K -218 -2%
NB
1337
Northwest Bancshares
Pennsylvania
$1.24M +$380K +4,244 +44%
IMC Chicago
1338
IMC Chicago
Illinois
$1.24M +$1.25M +13,944 New
OFG
1339
Oxford Financial Group
Indiana
$1.24M -$5.01K -56 -0.4%
C
1340
Certuity
Florida
$1.24M +$331K +3,696 +36%
VNIM
1341
Vaughan Nelson Investment Management
Texas
$1.23M
Twin Tree Management
1342
Twin Tree Management
Texas
$1.23M +$1.24M +13,832 New
CCM
1343
Condor Capital Management
New Jersey
$1.23M -$3.67K -41 -0.3%
DRD
1344
Dennis R. Delaney
$1.23M -$121K -1,357 -9%
PCAP
1345
Pratt Collard Advisory Partners
New York
$1.23M +$50.1K +560 +4%
ST
1346
Somerset Trust
Pennsylvania
$1.23M +$4.66K +52 +0.4%
MSS
1347
Mitchell Sinkler & Starr
Pennsylvania
$1.23M -$13.4K -150 -1%
PBC
1348
Pavion Blue Capital
California
$1.22M +$19.1K +213 +2%
Koshinski Asset Management
1349
Koshinski Asset Management
Illinois
$1.22M +$77.8K +869 +7%
SFA
1350
Sequoia Financial Advisors
Ohio
$1.22M +$83.9K +937 +7%

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.