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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
RHJA
1776
Rice Hall James & Associates
California
$537K
RSWM
1777
Robertson Stephens Wealth Management
California
$532K -$334K -3,729 -38%
SIG
1778
Sargent Investment Group
Maryland
$531K -$20.6K -230 -4%
JCM
1779
Jacobsen Capital Management
Utah
$531K +$533K +5,952 New
VCM
1780
Versant Capital Management
Arizona
$530K +$26.4K +295 +5%
MW
1781
Marcum Wealth
Ohio
$530K +$38.9K +435 +8%
APC
1782
Aspire Private Capital
North Carolina
$530K +$112K +1,249 +27%
SG
1783
StoneX Group
New York
$529K -$90.9K -1,015 -15%
ONST
1784
Old North State Trust
North Carolina
$529K -$985 -11 -0.2%
FCMC
1785
Founders Capital Management (Connecticut)
Connecticut
$529K
AW
1786
Alpha Windward
Massachusetts
$528K -$77.6K -867 -13%
EIA
1787
Edgemoor Investment Advisors
Maryland
$526K +$6.89K +77 +1%
IWA
1788
Intercontinental Wealth Advisors
Texas
$525K +$201K +2,244 +62%
FSWA
1789
Financial Synergies Wealth Advisors
Texas
$524K -$168K -1,876 -24%
MS
1790
Maven Securities
Jersey
$523K +$525K +5,862 New
CAW
1791
Cornerstone Advisors (Washington)
Washington
$522K +$136K +1,517 +35%
WFM
1792
Wolff Financial Management
Michigan
$521K -$8.6K -96 -2%
BPCE
1793
Bank Pictet & Cie (Europe)
Germany
$518K -$62.7K -700 -11%
SFSG
1794
Sound Financial Strategies Group
Mississippi
$518K -$269 -3 -0.1%
CBFP
1795
Cedar Brook Financial Partners
Ohio
$518K +$100K +1,118 +24%
PWMAG
1796
Pinnacle Wealth Management Advisory Group
New Jersey
$516K +$518K +5,788 New
BA
1797
Ballew Advisors
Mississippi
$513K +$532K +5,939 New
CBA
1798
Coastal Bridge Advisors
Connecticut
$512K -$1.07K -12 -0.2%
SCM
1799
SOL Capital Management
Maryland
$511K -$85.1K -950 -14%
AIP
1800
Almanack Investment Partners
Pennsylvania
$510K +$512K +5,714 New

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.