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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
RAM
1401
Redmond Asset Management
Virginia
$1.12M -$51.5K -575 -4%
NB
1402
Nicolet Bankshares
Wisconsin
$1.12M +$2.24K +25 +0.2%
NDSI
1403
Newman Dignan & Sheerar Inc
Rhode Island
$1.11M -$9.89M -110,503 -90%
WSC
1404
Wellington Shields & Co
New York
$1.11M -$26.9K -301 -2%
TNB
1405
Thomasville National Bank
Georgia
$1.11M -$228K -2,546 -17%
IIC
1406
Ironwood Investment Counsel
Arizona
$1.11M -$89.3K -998 -7%
PCWA
1407
Pacific Capital Wealth Advisors
California
$1.11M
FPS
1408
Fieldpoint Private Securities
Connecticut
$1.1M +$128K +1,429 +13%
OCM
1409
Orleans Capital Management
Louisiana
$1.1M +$358K +4,003 +48%
HRC
1410
Hoertkorn Richard Charles
$1.1M
FAM
1411
Fred Alger Management
New York
$1.1M -$2.24K -25 -0.2%
XWM
1412
Xcel Wealth Management
Florida
$1.1M -$516K -5,760 -32%
FMB
1413
Field & Main Bank
Kentucky
$1.1M +$1.1M +12,322 New
HIA
1414
Harbor Investment Advisory
Maryland
$1.1M -$249K -2,784 -18%
SRAM
1415
Stone Ridge Asset Management
New York
$1.09M -$6.11M -68,200 -85%
SAM
1416
SignalPoint Asset Management
Missouri
$1.09M +$77.1K +861 +8%
EF
1417
Empirical Finance
Pennsylvania
$1.09M +$137K +1,535 +14%
LNB
1418
Ledyard National Bank
$1.09M -$314K -3,502 -22%
CNFG
1419
Creegan & Nassoura Financial Group
New Hampshire
$1.09M -$8.95K -100 -0.8%
KTM
1420
Keeler Thomas Management
Utah
$1.09M +$88.1K +984 +9%
CCMT
1421
CMT Capital Markets Trading
Germany
$1.08M +$1.09M +12,154 New
PB
1422
Pinnacle Bancorp
Nebraska
$1.08M +$141K +1,572 +15%
REMPR
1423
Roof Eidam Maycock Peralta (REMP)
California
$1.08M +$39.3K +439 +4%
PTP
1424
Platform Technology Partners
New York
$1.08M +$151K +1,690 +16%
ATC
1425
Adirondack Trust Company
New York
$1.07M -$115K -1,288 -9%

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.