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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
PBT
1426
Pictet Bank & Trust
Bahamas
$1.07M -$384K -4,290 -26%
AWA
1427
ARS Wealth Advisors
Florida
$1.07M -$20.1K -224 -2%
SACTSONJ
1428
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.07M
AIC
1429
Ameritas Investment Company
Nebraska
$1.07M -$266K -2,966 -20%
KTC
1430
Kistler-Tiffany Companies
Pennsylvania
$1.07M -$165K -1,847 -13%
VST
1431
Van Strum & Towne
California
$1.07M
RPSA
1432
Richard P. Slaughter Associates
Texas
$1.07M -$11.2K -125 -1%
FA
1433
Fagan Associates
New York
$1.07M +$102K +1,137 +11%
NIM
1434
Nexus Investment Management
Ontario, Canada
$1.07M +$62.7K +700 +6%
PCP
1435
Proficio Capital Partners
Massachusetts
$1.06M +$132K +1,479 +14%
TFS
1436
Thoroughbred Financial Services
Tennessee
$1.06M -$1.85M -20,621 -63%
GA
1437
GFS Advisors
Texas
$1.06M -$158K -1,764 -13%
ACS
1438
Archford Capital Strategies
Illinois
$1.06M -$27.3K -305 -3%
CA
1439
Continuum Advisory
Idaho
$1.05M +$21.9K +245 +2%
IC
1440
Investment Counsel
Michigan
$1.05M -$299K -3,335 -22%
KJWM
1441
Kiley Juergens Wealth Management
Washington
$1.05M -$11.8K -132 -1%
DBIA
1442
Dumont & Blake Investment Advisors
New Jersey
$1.05M -$10.7K -120 -1%
GVAG
1443
Great Valley Advisor Group
Delaware
$1.04M +$532K +5,941 +104%
MPIA
1444
Mountain Pacific Investment Advisers
Idaho
$1.03M -$4.48K -50 -0.4%
MCWS
1445
McKinley Carter Wealth Services
West Virginia
$1.03M +$1.04M +11,586 New
RDWM
1446
Red Door Wealth Management
Tennessee
$1.03M +$179K +2,003 +21%
BC
1447
Blackhill Capital
New Jersey
$1.03M
PAS
1448
Partnervest Advisory Services
California
$1.03M -$11.5K -128 -1%
PWA
1449
Providence Wealth Advisors
Illinois
$1.03M -$4.83K -54 -0.5%
EWP
1450
Engrave Wealth Partners
Texas
$1.02M +$10.7K +120 +1%

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.