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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
KPW
1726
Kore Private Wealth
New York
$610K -$83.8K -936 -12%
MFG
1727
Menard Financial Group
Texas
$604K +$606K +6,768 New
CAM
1728
Cozad Asset Management
Illinois
$603K -$2.47M -27,560 -80%
SCP
1729
Syntal Capital Partners
Texas
$602K +$245K +2,741 +68%
BA
1730
Ballast Advisors
Minnesota
$601K +$9.94K +111 +2%
LCM
1731
Leisure Capital Management
California
$600K +$19.3K +216 +3%
EI
1732
Ellevest Inc
New York
$599K +$592K +6,608 +6,293%
W
1733
WealthStone
Ohio
$597K +$599K +6,691 New
AP
1734
Appleton Partners
Massachusetts
$595K -$54.2K -605 -8%
NQWM
1735
Northwest Quadrant Wealth Management
Oregon
$592K -$7.97K -89 -1%
CCG
1736
Ceeto Capital Group
Florida
$591K +$61.5K +687 +12%
HR
1737
Hayden Royal
North Carolina
$591K -$399K -4,459 -40%
SCM
1738
Southport Capital Management
Tennessee
$590K +$212K +2,370 +56%
HDIM
1739
Hanson & Doremus Investment Management
Vermont
$588K -$40.6K -453 -6%
Financial Engines Advisors
1740
Financial Engines Advisors
California
$587K -$13.1K -146 -2%
WC
1741
Westhampton Capital
North Carolina
$585K -$26.9K -300 -4%
WDA
1742
Wendell David Associates
New Hampshire
$584K -$4.48K -50 -0.8%
SSWM
1743
Sheets Smith Wealth Management
North Carolina
$583K -$843K -9,419 -59%
CP
1744
Covenant Partners
Tennessee
$583K -$839K -9,371 -59%
HA
1745
Harfst & Associates
Wyoming
$581K -$8.95K -100 -2%
III
1746
Independent Investors Inc
New York
$581K
SAM
1747
Sequent Asset Management
Texas
$581K
EW
1748
Element Wealth
Mississippi
$579K +$87.6K +978 +18%
FM
1749
Family Management
New York
$578K +$71.3K +796 +14%
AFS
1750
Axiom Financial Strategies
Indiana
$573K +$30.2K +337 +6%

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.