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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
BA
1651
Birinyi Associates
Connecticut
$731K +$224K +2,500 +44%
BWM
1652
Bernicke Wealth Management
Wisconsin
$730K -$217K -2,425 -23%
PCS
1653
Personal CFO Solutions
New Jersey
$727K -$22.9K -256 -3%
MHI
1654
Miller Howard Investments
New York
$725K +$728K +8,126 New
PWAG
1655
Polaris Wealth Advisory Group
California
$722K -$50.9K -569 -6%
MWM
1656
Modera Wealth Management
New Jersey
$719K +$2.69K +30 +0.4%
GIM
1657
Greylin Investment Management
Virginia
$717K
RHP
1658
Royal Harbor Partners
Texas
$715K -$213K -2,374 -23%
ESBC
1659
E.S. Barr & Co
Kentucky
$715K -$134K -1,500 -16%
ANB
1660
Amarillo National Bank
Texas
$714K -$36.6K -409 -5%
BOC
1661
Barbara Oil Co
Illinois
$714K
FSA
1662
Financial Sense Advisors
California
$709K -$169K -1,890 -19%
RP
1663
Rice Partnership
Hawaii
$707K -$3.18M -35,504 -82%
AFM
1664
Abbot Financial Management
Massachusetts
$707K -$37.6K -420 -5%
MTC
1665
McDaniel Terry & Co
Texas
$704K -$1.61M -17,928 -69%
BAS
1666
Brown Advisory Securities
Maryland
$702K -$77.4K -865 -10%
BHC
1667
Bowen Hanes & Co
Florida
$696K +$49.7K +555 +8%
TF
1668
Tompkins Financial
New York
$694K +$62K +692 +10%
PP
1669
Pegasus Partners
Wisconsin
$693K +$259K +2,896 +59%
MSFP
1670
Mark Sheptoff Financial Planning
Connecticut
$692K +$318K +3,556 +85%
MIAS
1671
Mason Investment Advisory Services
Virginia
$688K -$11.5K -128 -2%
HCP
1672
Holt Capital Partners
Texas
$688K
SEC
1673
Seven Eight Capital
New York
$687K -$5.48M -61,200 -89%
PK
1674
Pflug Koory
Nebraska
$687K -$3.13K -35 -0.5%
EML
1675
Eos Management LP
New York
$687K

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.