We are live on ! Find out more
CVX icon

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
GM
1601
GeoWealth Management
Illinois
$800K +$802K +8,958 New
DI
1602
DAGCO Inc
Ohio
$799K -$49K -547 -6%
XF
1603
XML Financial
Maryland
$796K +$402K +4,487 +101%
GTAM
1604
Global Trust Asset Management
Florida
$794K -$8.95K -100 -1%
OCG
1605
Opus Capital Group
Ohio
$794K -$7.61K -85 -0.9%
DW
1606
Domani Wealth
Pennsylvania
$793K -$28.2K -315 -3%
BCM
1607
Barometer Capital Management
Ontario, Canada
$789K +$792K +8,845 New
APWA
1608
Atlas Private Wealth Advisors
New Jersey
$789K +$792K +8,846 New
PCMK
1609
Paragon Capital Management (Kansas)
Kansas
$784K -$38.1K -426 -5%
ADL
1610
Asset Dedication LLC
California
$784K +$157K +1,759 +26%
WPA
1611
Winning Points Advisors
Florida
$782K -$636K -7,100 -45%
VRM
1612
Vectors Research Management
New York
$780K +$21.8K +243 +3%
MIM
1613
Moseley Investment Management
Florida
$780K +$23.6K +264 +3%
SIA
1614
Soltis Investment Advisors
Utah
$777K -$12.3K -137 -2%
CBT
1615
Central Bank & Trust
Kentucky
$775K +$578K +6,459 +290%
HC
1616
HNP Capital
New York
$772K -$6.21M -69,352 -89%
UAS
1617
United Asset Strategies
New York
$771K -$5.42M -60,514 -88%
POIA
1618
Pin Oak Investment Advisors
Texas
$771K +$13.4K +150 +2%
WPP
1619
Whalerock Point Partners
Rhode Island
$770K -$103K -1,150 -12%
JWM
1620
Jupiter Wealth Management
Colorado
$769K -$4.03M -44,975 -83%
TYCC
1621
Texas Yale Capital Corp
Florida
$768K -$582K -6,498 -43%
AF
1622
Advisornet Financial
Minnesota
$766K -$353K -3,948 -32%
SC
1623
Searle & Co
Connecticut
$765K -$20.5K -229 -3%
ACA
1624
Affinity Capital Advisors
California
$764K -$42.2K -471 -5%
GSWM
1625
Golden State Wealth Management
California
$761K +$248K +2,773 +48%

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.