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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
BHTS
1676
Bar Harbor Trust Services
Maine
$687K +$55.3K +618 +9%
DA
1677
Doliver Advisors
Texas
$684K +$23.8K +266 +4%
GAM
1678
Gemmer Asset Management
California
$679K +$78.7K +879 +13%
W
1679
Wealthquest
Ohio
$679K +$681K +7,611 New
SFA
1680
Souders Financial Advisors
Ohio
$677K +$78K +871 +13%
TGAM
1681
TBH Global Asset Management
Tennessee
$677K +$166K +1,856 +32%
ABTD
1682
Arvest Bank Trust Division
Oklahoma
$676K -$262K -2,923 -28%
EGA
1683
E&G Advisors
Texas
$670K +$35.8K +400 +6%
FC
1684
Forte Capital
New York
$665K +$667K +7,451 New
IFWM
1685
Institute for Wealth Management
Colorado
$664K -$13.5K -151 -2%
PVH
1686
Psagot Value Holdings
Israel
$663K
VWA
1687
V Wealth Advisors
Kansas
$662K -$162K -1,814 -20%
SFG
1688
Summit Financial Group
West Virginia
$656K +$37.2K +415 +6%
RCA
1689
Rowland Carmichael Advisors
Arizona
$652K -$6.89K -77 -1%
LJAC
1690
L.J. Altfest & Co
New York
$652K +$151K +1,692 +30%
HA
1691
HC Advisors
Georgia
$649K +$651K +7,269 New
JWA
1692
JFS Wealth Advisors
Pennsylvania
$648K -$268K -2,989 -29%
BFA
1693
Brendel Financial Advisors
New Hampshire
$648K
RSC
1694
Red Spruce Capital
Pennsylvania
$648K
ECM
1695
Exchange Capital Management
Michigan
$644K -$52.4K -585 -8%
AWC
1696
Abundance Wealth Counselors
Pennsylvania
$644K +$646K +7,221 New
VCM
1697
Vision Capital Management
Oregon
$642K -$19.2K -215 -3%
SLF
1698
Sun Life Financial
Ontario, Canada
$641K +$33.8K +378 +6%
AA
1699
AF Advisors
California
$640K
RGC
1700
Roberts, Glore & Co
Illinois
$639K -$28.6K -320 -4%

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.