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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
GWCM
1376
Godshalk Welsh Capital Management
Pennsylvania
$1.18M +$38K +425 +3%
SW
1377
SlateStone Wealth
Florida
$1.18M -$248K -2,767 -17%
SLG
1378
Stanley-Laman Group
Pennsylvania
$1.18M -$985 -11 -0.1%
ACM
1379
Allred Capital Management
Texas
$1.18M +$20.2K +226 +2%
DAM
1380
Doheny Asset Management
California
$1.17M -$280K -3,123 -19%
AL
1381
Aspiriant LLC
California
$1.17M -$216K -2,417 -16%
GC
1382
Gratus Capital
Georgia
$1.17M -$3.31K -37 -0.3%
RCM
1383
Radnor Capital Management
Pennsylvania
$1.17M +$15.7K +175 +1%
SAM
1384
Smithbridge Asset Management
Pennsylvania
$1.16M -$107K -1,200 -8%
WAP
1385
Wealthcare Advisory Partners
Pennsylvania
$1.16M -$32.1K -358 -3%
PSF
1386
Pacific Sun Financial
California
$1.16M -$21.6K -241 -2%
CAAS
1387
Capital Asset Advisory Services
Michigan
$1.15M +$35.3K +394 +3%
SA
1388
Strategic Advisors
New York
$1.15M +$304K +3,390 +37%
WANY
1389
Wealthspire Advisors (New York)
New York
$1.15M -$1.54M -17,257 -57%
LCM
1390
Lucas Capital Management
New Jersey
$1.15M +$1.15M +12,847 New
FI
1391
FormulaFolio Investments
Michigan
$1.14M -$104K -1,157 -8%
WA
1392
WBH Advisory
Maryland
$1.14M +$60.3K +673 +6%
HPC
1393
Hobart Private Capital
North Carolina
$1.14M -$63.6K -710 -5%
MKC
1394
M. Kraus & Co
Vermont
$1.14M -$1.16K -13 -0.1%
AWM
1395
Altavista Wealth Management
North Carolina
$1.14M -$42.8K -478 -4%
RMCM
1396
Reynders McVeigh Capital Management
Massachusetts
$1.14M -$16.6K -185 -1%
PA
1397
PFG Advisors
Arizona
$1.14M +$32.6K +364 +3%
LTI
1398
Laffer Tengler Investments
Tennessee
$1.13M +$233K +2,605 +26%
HCMNY
1399
Howard Capital Management (New York)
New York
$1.13M +$19K +212 +2%
S
1400
SignatureFD
Georgia
$1.12M +$269K +3,005 +31%

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.