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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
TA
1451
Tiedemann Advisors
New York
$1.02M -$22.6K -252 -2%
FCCM
1452
First City Capital Management
Georgia
$1.02M +$52.6K +587 +5%
SDAM
1453
Shulman DeMeo Asset Management
New York
$1.02M -$44.5K -497 -4%
GCC
1454
Guardian Capital (Canada)
Ontario, Canada
$1.01M +$37.7K +421 +4%
B
1455
Bridgeworth
Alabama
$1.01M -$95.7K -1,069 -9%
DBRC
1456
D.B. Root & Company
Pennsylvania
$1.01M -$268K -2,992 -21%
TWM
1457
Titus Wealth Management
California
$1.01M +$74.9K +837 +8%
CLOS
1458
Compagnie Lombard Odier SCmA
Switzerland
$1M -$57.2K -639 -5%
BWP
1459
Bernardo Wealth Planning
Pennsylvania
$999K +$109K +1,213 +12%
9WM
1460
9258 Wealth Management
Ohio
$997K +$93.3K +1,042 +10%
SMC
1461
Smith, Moore & Co
Missouri
$995K -$368K -4,111 -27%
Kovitz Investment Group Partners
1462
Kovitz Investment Group Partners
Illinois
$994K +$122K +1,367 +14%
NP
1463
NorthRock Partners
Minnesota
$991K -$588K -6,567 -37%
LA
1464
Legacy Advisors
Pennsylvania
$991K +$3.31K +37 +0.3%
SBWIC
1465
Schaper Benz & Wise Investment Counsel
Wisconsin
$991K +$32.1K +358 +3%
MAA
1466
Mraz Amerine & Associates
California
$990K -$61.3K -685 -6%
CCM
1467
Chilton Capital Management
Texas
$990K +$64.3K +718 +7%
BFO
1468
Biltmore Family Office
North Carolina
$986K -$19.2K -215 -2%
CPO
1469
Cerity Partners OCIO
New York
$986K +$2.51K +28 +0.3%
FWP
1470
FAS Wealth Partners
Kansas
$986K +$12.4K +138 +1%
FAN
1471
Financial Advisors Network
California
$985K
BCM
1472
Brookstone Capital Management
Illinois
$982K -$406K -4,537 -29%
CAM
1473
Costello Asset Management
Pennsylvania
$981K +$984K +10,995 New
CHAM
1474
Clear Harbor Asset Management
Connecticut
$980K -$40.3K -450 -4%
AFIA
1475
America First Investment Advisors
Nebraska
$980K

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.