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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
SJIM
1701
St. Johns Investment Management
Florida
$638K +$6.98K +78 +1%
BFA
1702
Beaumont Financial Advisors
Massachusetts
$637K -$156K -1,744 -20%
OFS
1703
Orrstown Financial Services
Pennsylvania
$636K
GFPC
1704
Global Financial Private Client
Florida
$634K +$11.1K +124 +2%
CHA
1705
Cooper/Haims Advisors
New York
$634K -$14.1K -158 -2%
RWP
1706
RWA Wealth Partners
Massachusetts
$634K -$12.2K -136 -2%
DE
1707
Day & Ennis
Georgia
$632K -$9.22K -103 -1%
CA
1708
Cambridge Advisors
Nebraska
$632K +$9.49K +106 +2%
PAWC
1709
P.A.W. Capital
Connecticut
$625K
CFSG
1710
Clark Financial Services Group
Missouri
$624K +$386K +4,307 New
MCCP
1711
Mission Creek Capital Partners
California
$623K -$14.5K -162 -2%
FANJ
1712
Financial Architects (New Jersey)
New Jersey
$620K -$73.2K -818 -11%
DTC
1713
Davidson Trust Company
Washington
$618K +$12.4K +138 +2%
SW
1714
SkyOak Wealth
Michigan
$617K -$1.34K -15 -0.2%
FCB
1715
First Command Bank
Texas
$617K +$24.4K +273 +4%
FCFS
1716
First Command Financial Services
Texas
$617K +$24.4K +273 +4%
SWA
1717
SFMG Wealth Advisors
Texas
$617K +$117K +1,310 +23%
TW
1718
Transform Wealth
Colorado
$616K -$106K -1,180 -15%
MCM
1719
McRae Capital Management
New Jersey
$616K +$93.9K +1,049 +18%
MHR
1720
Matthew Hamilton Rosenberg
$616K +$125K +1,395 +25%
IAMOG
1721
Investors Asset Management of Georgia
Georgia
$615K -$8.95K -100 -1%
TFS
1722
TrustCore Financial Services
Tennessee
$613K -$188K -2,100 -23%
CCM
1723
Cox Capital Management
Massachusetts
$612K +$18K +201 +3%
CCM
1724
Chickasaw Capital Management
Tennessee
$611K -$190K -2,118 -24%
SCM
1725
Salem Capital Management
Massachusetts
$611K

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.