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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
SC
1476
Sawyer & Company
Massachusetts
$980K +$108K +1,205 +12%
LSPW
1477
Lake Street Private Wealth
Illinois
$971K +$85.1K +950 +10%
FSCM
1478
Front Street Capital Management
Montana
$970K -$59.7K -667 -6%
AW
1479
ACG Wealth
Georgia
$966K -$273K -3,050 -22%
LOIM
1480
Liberty One Investment Management
Illinois
$965K -$34.5K -385 -3%
MCP
1481
Mirador Capital Partners
California
$965K +$23.8K +266 +3%
FFN
1482
Focus Financial Network
Minnesota
$963K +$167K +1,861 +21%
WP
1483
WMS Partners
Maryland
$963K -$1.44M -16,039 -60%
CCM
1484
Carderock Capital Management
Maryland
$961K -$47.1K -526 -5%
ITIM
1485
Indiana Trust & Investment Management
Indiana
$959K +$2.69K +30 +0.3%
BRM
1486
Boston Research & Management
Massachusetts
$958K -$8.06K -90 -0.8%
CFG
1487
Cooper Financial Group
California
$958K +$16.7K +187 +2%
GG
1488
Gleason Group
Kentucky
$958K +$21K +235 +2%
KFGK
1489
Keystone Financial Group (Kentucky)
Kentucky
$958K +$99.6K +1,113 +12%
CCFM
1490
Clear Creek Financial Management
Washington
$955K +$741K +8,276 +340%
SIAP
1491
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$953K +$36K +402 +4%
WP
1492
WealthPLAN Partners
Nebraska
$951K -$23.1K -258 -2%
HWA
1493
Heritage Wealth Advisors
Virginia
$950K -$2.52M -28,155 -73%
MCA
1494
Mercer Capital Advisers
New Jersey
$947K +$1.88K +21 +0.2%
MWM
1495
Madison Wealth Management
Ohio
$947K +$74K +827 +8%
CAGAS
1496
Capital Advisory Group Advisory Services
Minnesota
$947K +$873K +9,751 +1,131%
AIM
1497
Aigen Investment Management
New York
$946K -$37.6K -420 -4%
BFIC
1498
Bedell Frazier Investment Counselling
California
$944K -$3.07M -34,262 -76%
AI
1499
ArchPoint Investors
Florida
$941K
MIM
1500
Marco Investment Management
Georgia
$939K +$46.6K +521 +5%

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.