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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
PCG
1751
Private Capital Group
Connecticut
$573K +$52.6K +587 +10%
SAM
1752
Secure Asset Management
Michigan
$572K +$262K +2,921 +84%
Members Trust
1753
Members Trust
Florida
$570K +$572K +6,391 New
SCA
1754
Salient Capital Advisors
Texas
$569K -$48.3K -540 -8%
GWM
1755
Gray Wealth Management
Maine
$567K +$32.1K +358 +6%
OPPTF
1756
OPSEU Pension Plan Trust Fund
Ontario, Canada
$565K -$573K -6,397 -50%
RVPG
1757
Relative Value Partners Group
$565K +$44.8K +500 +9%
FMT
1758
First Mercantile Trust
Tennessee
$563K -$112K -1,250 -17%
CIM
1759
Chapman Investment Management
California
$562K
TCM
1760
Tradewinds Capital Management
Washington
$561K -$56K -625 -9%
SAM
1761
S.A. Mason
Michigan
$560K -$4.48K -50 -0.8%
CCM
1762
Canal Capital Management
Virginia
$560K +$3.22K +36 +0.6%
BS
1763
Bessemer Securities
New York
$558K
MC
1764
Mathes Company
New York
$558K +$112K +1,250 +25%
NIA
1765
Northstar Investment Advisors
Colorado
$557K
BWM
1766
BCS Wealth Management
Tennessee
$553K -$68.6K -766 -11%
VC
1767
Veracity Capital
Georgia
$552K -$23.7K -265 -4%
SIA
1768
Strategic Investment Advisors
Michigan
$551K +$42.6K +476 +8%
RSS
1769
Rosenblum Silverman Sutton
California
$550K -$117K -1,305 -17%
OPA
1770
Old Port Advisors
Maine
$550K +$32.7K +365 +6%
BCA
1771
Bay Colony Advisors
Massachusetts
$549K +$63K +704 +13%
WC
1772
Woodstock Corp
Massachusetts
$548K +$8.6K +96 +2%
ER
1773
Enlightenment Research
Florida
$545K +$54.1K +604 +11%
BAM
1774
Brave Asset Management
New Jersey
$540K +$43.9K +490 +9%
JFA
1775
Johanson Financial Advisors
California
$538K -$18.4K -206 -3%

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.