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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
CAN
1351
Claraphi Advisory Network
United States
$1.22M +$23.5K +262 +2%
COF
1352
Capital One Financial
Virginia
$1.22M -$270K -3,012 -18%
EFSCE
1353
Enterprise Financial Services Corp (EFSC)
Missouri
$1.21M -$268K -2,991 -18%
CL
1354
CPWM LLC
Washington
$1.21M +$40.6K +453 +3%
BJL
1355
Brighton Jones LLC
Washington
$1.21M -$641K -7,164 -35%
OC
1356
Oarsman Capital
Wisconsin
$1.21M +$490K +5,476 +68%
BSA
1357
Bull Street Advisors
Georgia
$1.21M -$284K -3,173 -19%
BA
1358
Bristlecone Advisors
Washington
$1.21M +$211K +2,359 +21%
CCWA
1359
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.21M +$1.21M +13,516 New
GBBWRPM
1360
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.2M -$72.9K -814 -6%
PFA
1361
Paradigm Financial Advisors
Missouri
$1.2M +$269K +3,010 +29%
SWA
1362
Stratos Wealth Advisors
Ohio
$1.2M +$632K +7,060 +111%
MC
1363
Martin & Co
Tennessee
$1.19M -$46.7K -522 -4%
TAM
1364
Tradition Asset Management
Virginia
$1.19M
CAG
1365
Csenge Advisory Group
Florida
$1.19M +$617K +6,888 +107%
SAM
1366
Seelaus Asset Management
New Jersey
$1.19M -$93.1K -1,040 -7%
MIP
1367
Marietta Investment Partners
Wisconsin
$1.19M -$5.82K -65 -0.5%
LS
1368
Leelyn Smith
Illinois
$1.19M +$2.24K +25 +0.2%
IAS
1369
IMA Advisory Services
Colorado
$1.19M -$858K -9,585 -42%
PCA
1370
Providence Capital Advisors
North Carolina
$1.19M -$31.3K -350 -3%
IWM
1371
IHT Wealth Management
Illinois
$1.19M -$322K -3,602 -21%
OBGC
1372
O'Brien Greene & Co
Pennsylvania
$1.18M
AWM
1373
Aries Wealth Management
Maine
$1.18M +$108K +1,210 +10%
VHAM
1374
Van Hulzen Asset Management
California
$1.18M -$1.16M -12,947 -49%
BA
1375
Bennicas & Associates
California
$1.18M

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.