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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
JMFC
1501
J.M. Forbes & Co
Massachusetts
$937K -$35.8K -400 -4%
ATWA
1502
Arbor Trust Wealth Advisors
Michigan
$937K -$13.4K -150 -1%
JIC
1503
Joel Isaacson & Co
New York
$934K +$8.24K +92 +0.9%
PMA
1504
Prudent Man Advisors
Illinois
$934K +$937K +10,464 New
IFG
1505
Independent Financial Group
California
$934K +$217K +2,428 +30%
ACP
1506
Aveo Capital Partners
Colorado
$933K -$217K -2,427 -19%
RSVP
1507
Ramsay Stattman Vela & Price
Colorado
$928K -$199K -2,218 -18%
FTC
1508
Farmers Trust Company
Ohio
$927K -$31.8K -355 -3%
FNBSF
1509
First National Bank Sioux Falls
South Dakota
$927K -$1.97K -22 -0.2%
OL
1510
Optas LLC
Texas
$926K +$125K +1,400 +16%
PGWM
1511
Parisi Gray Wealth Management
New Jersey
$925K +$12.3K +137 +1%
LI
1512
Lafayette Investments
Maryland
$921K +$465K +5,195 +101%
SIC
1513
SFE Investment Counsel
California
$920K +$278K +3,106 +43%
BC
1514
Burleson & Co
California
$918K -$29.6K -331 -3%
JT
1515
Jump Trading
Illinois
$917K +$920K +10,281 New
MIM
1516
Miller Investment Management
Pennsylvania
$916K +$4.48K +50 +0.5%
FCFC
1517
First Commonwealth Financial Corp
Pennsylvania
$916K +$80.1K +895 +10%
PL
1518
Plancorp LLC
Missouri
$915K +$10.7K +119 +1%
CFA
1519
Cahill Financial Advisors
Minnesota
$915K +$97.5K +1,089 +12%
MCA
1520
Magnolia Capital Advisors
Mississippi
$913K -$13.2K -147 -1%
CC
1521
Chicago Capital
Illinois
$912K
SMH
1522
Sanders Morris Harris
Texas
$908K -$89.5K -1,000 -9%
CWAG
1523
Compton Wealth Advisory Group
Virginia
$908K -$78.7K -879 -8%
DAM
1524
Delta Asset Management
Tennessee
$908K -$8.15K -91 -0.9%
CFD
1525
Creative Financial Designs
Indiana
$908K +$869K +9,709 +2,092%

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.