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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
WIA
1626
World Investment Advisors
California
$760K +$8.51K +95 +1%
SCA
1627
Strategic Capital Advisers
Colorado
$759K +$96.4K +1,077 +14%
ATPW
1628
Ashton Thomas Private Wealth
Arizona
$758K +$497K +5,549 +188%
PMFA
1629
Plante Moran Financial Advisors
Michigan
$757K -$189K -2,108 -20%
HAM
1630
Hammer Asset Management
California
$757K +$759K +8,480 New
CWS
1631
Cypress Wealth Services
California
$756K -$7.34K -82 -1%
NS
1632
NewDay Solutions
New Hampshire
$755K
CWA
1633
Clarus Wealth Advisors
Arizona
$755K +$6.18K +69 +0.8%
MGIA
1634
Moneta Group Investment Advisors
Missouri
$754K +$213K +2,378 +39%
IMRF
1635
Illinois Municipal Retirement Fund
Illinois
$752K -$503K -5,615 -40%
SCM
1636
Sterneck Capital Management
Missouri
$751K -$2.6K -29 -0.3%
IDBONY
1637
Israel Discount Bank of New York
New York
$750K -$126K -1,402 -14%
AA
1638
Apriem Advisors
California
$749K -$35.3K -394 -4%
BOPW
1639
Brandywine Oak Private Wealth
Pennsylvania
$749K +$103K +1,152 +16%
EIM
1640
Essex Investment Management
Massachusetts
$749K +$752K +8,399 New
ACI
1641
Alpha Cubed Investments
California
$747K -$282K -3,147 -27%
SWM
1642
Sculati Wealth Management
Michigan
$744K +$131K +1,464 +21%
WWM
1643
Windsor Wealth Management
Indiana
$743K -$126K -1,405 -14%
SM
1644
Sciencast Management
New Jersey
$743K +$760K +8,491 New
DAC
1645
Dividend Assets Capital
South Carolina
$742K -$102K -1,136 -12%
NA
1646
Navellier & Associates
Nevada
$742K
MCM
1647
Manchester Capital Management
Vermont
$741K -$156K -1,745 -17%
CPA
1648
Court Place Advisors
Maryland
$740K -$2.24K -25 -0.3%
CG
1649
CFO4Life Group
Texas
$735K -$58.9K -658 -7%
AWM
1650
Aberdeen Wealth Management
Illinois
$734K +$96.9K +1,082 +15%

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.