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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
JFA
1826
JNBA Financial Advisors
Minnesota
$483K +$7.07K +79 +1%
MPW
1827
Monterey Private Wealth
California
$480K -$716 -8 -0.1%
DMC
1828
Drexel Morgan & Co
Pennsylvania
$478K
EA
1829
Elm Advisors
California
$477K
TA
1830
TCG Advisors
Texas
$477K +$72.9K +814 +18%
SF
1831
Symphony Financial
Texas
$472K -$58.2K -650 -11%
BWCS
1832
Beirne Wealth Consulting Services
Connecticut
$472K
OWP
1833
Obermeyer Wealth Partners
Colorado
$471K -$29.2K -326 -6%
CAM
1834
Covenant Asset Management
New Jersey
$470K -$138K -1,545 -23%
EIP
1835
Ellis Investment Partners
Pennsylvania
$467K +$11.4K +127 +2%
CNB
1836
Camden National Bank
Maine
$465K -$34.1K -381 -7%
JF
1837
JSF Financial
California
$465K -$32.9K -368 -7%
PWM
1838
PBMares Wealth Management
Virginia
$465K -$269 -3 -0.1%
WCG
1839
Weaver Consulting Group
California
$464K +$39.1K +437 +9%
JWM
1840
JGP Wealth Management
Oregon
$463K +$15.7K +175 +3%
LSAG
1841
Lake Street Advisors Group
New Hampshire
$463K +$210K +2,343 +82%
BWP
1842
BSW Wealth Partners
Colorado
$462K -$1.25K -14 -0.3%
HCM
1843
Hodges Capital Management
Texas
$462K +$20.2K +226 +5%
PFA
1844
Pettinga Financial Advisors
Indiana
$460K -$63.6K -710 -12%
NED
1845
Nancy E. Dempze
$460K +$119K +1,325 +35%
BT
1846
Brandywine Trust
Delaware
$458K
SMM
1847
Stadion Money Management
Georgia
$458K
BCM
1848
Blume Capital Management
California
$454K -$18.1K -202 -4%
RCG
1849
Rock Creek Group
District of Columbia
$454K +$455K +5,084 New
BB
1850
Bell Bank
North Dakota
$453K

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.