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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
HFA
1801
HC Financial Advisors
California
$509K -$51.9K -580 -9%
JLBC
1802
J.L. Bainbridge & Co
Florida
$509K -$44.1K -493 -8%
LWM
1803
Laidlaw Wealth Management
New York
$509K +$107K +1,191 +26%
AF
1804
Aldebaran Financial
$508K -$363K -4,054 -42%
HBWM
1805
Hollow Brook Wealth Management
New York
$508K +$61.3K +685 +14%
IHL
1806
Investment House LLC
California
$506K +$508K +5,671 New
MAM
1807
Marotta Asset Management
Virginia
$505K -$11.6K -130 -2%
WMA
1808
Wealth Management Associates
New Jersey
$503K +$19.3K +216 +4%
BG
1809
Berry Group
Massachusetts
$502K
GFS
1810
GYL Financial Synergies
Connecticut
$499K -$257K -2,873 -34%
SA
1811
Shilanski & Associates
Alaska
$499K +$3.85K +43 +0.8%
FIA
1812
Foundations Investment Advisors
Arizona
$499K +$26.9K +300 +6%
VLC
1813
Van Leeuwen & Company
New Jersey
$496K +$9.31K +104 +2%
FC
1814
Fayerweather Charles
$493K +$80.6K +900 +19%
TC
1815
TradeLink Capital
Illinois
$493K +$494K +5,520 New
VCS
1816
Vaughan & Co Securities
New Jersey
$492K
JIP
1817
Jaffetilchin Investment Partners
Florida
$491K -$95.2K -1,063 -16%
PFC
1818
Phocas Financial Corp
California
$490K -$116K -1,300 -19%
TAM
1819
Townsend Asset Management
North Carolina
$490K +$67.9K +758 +16%
MWM
1820
Merriman Wealth Management
Washington
$489K -$36.3K -405 -7%
CIM
1821
Cambria Investment Management
California
$488K -$103K -1,152 -17%
EA
1822
Emerald Advisors
Washington
$488K -$14.3K -160 -3%
SWMG
1823
Strategic Wealth Management Group
Maryland
$488K +$8.15K +91 +2%
RWB
1824
RMR Wealth Builders
New Jersey
$487K +$489K +5,464 New
IP
1825
Investment Partners
Ohio
$486K +$2.77K +31 +0.6%

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.