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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
BPM
1551
Bowling Portfolio Management
Ohio
$869K -$716 -8 -0.1%
RIA
1552
Realta Investment Advisors
Delaware
$868K +$21.4K +239 +3%
VC
1553
Vicus Capital
Pennsylvania
$867K -$6K -67 -0.7%
GP
1554
Girard Partners
Pennsylvania
$866K -$1.09M -12,228 -56%
VWM
1555
Venturi Wealth Management
Texas
$865K +$868K +9,690 New
TAIM
1556
TD Ameritrade Investment Management
Nebraska
$861K -$42.6K -476 -5%
DWA
1557
Divergent Wealth Advisors
Utah
$861K +$8.95K +100 +1%
TCPWM
1558
Traverso Chambers Private Wealth Management
California
$860K +$10.7K +120 +1%
CA
1559
Claro Advisors
Massachusetts
$858K +$7.43K +83 +0.9%
MFG
1560
Merit Financial Group
Georgia
$857K -$5.19K -58 -0.6%
IWP
1561
IAG Wealth Partners
Wisconsin
$857K
IIA
1562
ICW Investment Advisors
Arizona
$855K +$33.1K +370 +4%
PWP
1563
Principle Wealth Partners
Connecticut
$853K +$2.24K +25 +0.3%
WMG
1564
WESCAP Management Group
California
$853K +$230K +2,572 +37%
WCM
1565
Windsor Capital Management
Arizona
$852K +$18.6K +208 +2%
SRSA
1566
S.R. Schill & Associates
Washington
$850K +$72.7K +812 +9%
FPTW
1567
Franklin, Parlapiano, Turner & Welch
Texas
$850K +$853K +9,524 New
CPA
1568
Clear Perspective Advisors
Illinois
$849K -$298K -3,331 -26%
ICM
1569
IMS Capital Management
Oregon
$849K +$852K +9,515 New
FNBOMD
1570
First National Bank of Mount Dora
Florida
$847K -$701K -7,828 -45%
BFC
1571
Bedel Financial Consulting
Indiana
$846K -$56K -626 -6%
CPIA
1572
Cornell Pochily Investment Advisors
New York
$845K +$60.7K +678 +8%
AIM
1573
Aspen Investment Management
Michigan
$844K
EOCM
1574
Energy Opportunities Capital Management
Texas
$841K +$96.2K +1,075 +13%
WBC
1575
West Branch Capital
Massachusetts
$839K +$327K +3,653 +63%

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.