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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
RA
1526
Rational Advisors
New York
$906K +$909K +10,157 New
FFWA
1527
FRG Family Wealth Advisors
Washington
$903K -$182K -2,030 -17%
CC
1528
Cornerstone Capital
California
$901K +$61.1K +682 +7%
MC
1529
MRJ Capital
New York
$899K
KWM
1530
Keebeck Wealth Management
Illinois
$898K -$41.7K -466 -4%
FRA
1531
Front Row Advisors
California
$897K
VFM
1532
Vivid Financial Management
California
$895K +$10.7K +120 +1%
IC
1533
IEQ Capital
California
$894K -$3.22M -35,934 -78%
ADBIC
1534
A.D. Beadell Investment Counsel
Wisconsin
$894K -$28.3K -316 -3%
GAMC
1535
Garner Asset Management Corp
Texas
$892K -$28.6K -319 -3%
JWCA
1536
J.W. Coons Advisors
Ohio
$890K -$179K -1,996 -17%
WPA
1537
West Paces Advisors
Georgia
$889K +$283K +3,163 +46%
FCM
1538
Firestone Capital Management
Florida
$889K
BW
1539
Bison Wealth
Georgia
$889K +$31K +346 +4%
CI
1540
CX Institutional
Indiana
$889K +$54.8K +612 +7%
DLCIG
1541
D.L. Carlson Investment Group
New Hampshire
$883K +$1.52K +17 +0.2%
ECA
1542
Elevated Capital Advisors
Utah
$883K +$950K +10,615 New
NSAM
1543
North Star Asset Management
Wisconsin
$880K -$4.48K -50 -0.5%
VPIM
1544
Vanguard Personalized Indexing Management
California
$880K +$311K +3,469 +54%
SFG
1545
SevenBridge Financial Group
Pennsylvania
$879K -$83.7K -935 -9%
KIC
1546
Keating Investment Counselors
Florida
$877K +$15.4K +172 +2%
ACA
1547
Ackerman Capital Advisors
Texas
$872K
SAG
1548
Spotlight Asset Group
Illinois
$872K +$112K +1,250 +15%
TCMG
1549
TSP Capital Management Group
New Jersey
$870K
MMG
1550
Monetary Management Group
Missouri
$869K -$219K -2,450 -20%

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.