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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
LI
1576
Leap Investments
Illinois
$839K +$842K +9,400 New
FSA
1577
Franklin Street Advisors
North Carolina
$836K -$37.1K -414 -4%
HC
1578
Henshaw Capital
Massachusetts
$834K +$837K +9,350 New
FC
1579
FORA Capital
Florida
$833K -$51.6K -576 -6%
BMC
1580
Benin Management Corp
Connecticut
$833K -$18.3K -204 -2%
BSG
1581
Black Swift Group
Colorado
$830K +$817K +9,130 +5,371%
CL
1582
CSS LLC
Illinois
$829K +$831K +9,285 New
CPC
1583
Congress Park Capital
New York
$828K +$830K +9,276 New
S
1584
Seeyond
France
$827K -$374K -4,182 -31%
RWM
1585
Ritholtz Wealth Management
New York
$821K +$239K +2,668 +41%
AIL
1586
AGF Investments LLC
Ontario, Canada
$820K -$1.42M -15,841 -63%
WI
1587
Wintrust Investments
Illinois
$820K +$164K +1,827 +25%
SFG
1588
StrategIQ Financial Group
Indiana
$818K +$7.79K +87 +1%
QPWM
1589
Quadrant Private Wealth Management
Pennsylvania
$816K +$123K +1,379 +18%
DJSG
1590
D.J. St. Germain
Massachusetts
$814K -$38.5K -430 -5%
GRQ
1591
Gardner Russo & Quinn
Pennsylvania
$813K +$113K +1,259 +16%
THWM
1592
Taylor Hoffman Wealth Management
Virginia
$809K +$171K +1,910 +27%
MFP
1593
Meridian Financial Partners
Virginia
$808K +$264K +2,952 +48%
BWAM
1594
Boyd Watterson Asset Management
Ohio
$807K +$11.5K +129 +1%
SMFS
1595
Squar Milner Financial Services
California
$807K +$168K +1,877 +26%
PWPS
1596
Pinnacle Wealth Planning Services
Ohio
$805K +$388K +4,337 +93%
TIA
1597
Trust Investment Advisors
Indiana
$805K +$808K +9,026 New
FFS
1598
Founders Financial Securities
Maryland
$804K +$145K +1,618 +22%
CCM
1599
Carlson Capital Management
Minnesota
$803K +$160K +1,791 +23%
GLA
1600
Good Life Advisors
Pennsylvania
$801K -$15.3K -171 -2%

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.