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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
CFN
1851
Cordasco Financial Network
Florida
$453K +$84.8K +947 +23%
SIMM
1852
Stillwater Investment Management (Minnesota)
Minnesota
$453K +$163K +1,816 +56%
CCP
1853
Cardan Capital Partners
Colorado
$450K +$75K +838 +20%
WI
1854
Wedgewood Investors
Pennsylvania
$449K
HFAS
1855
Hummer Financial Advisory Services
Illinois
$448K +$17.9K +200 +4%
RAM
1856
Roanoke Asset Management
New Jersey
$447K +$101K +1,125 +29%
SIC
1857
Samalin Investment Counsel
New York
$447K +$186K +2,077 +71%
WQ
1858
Wealth Quarterback
New Jersey
$446K -$212K -2,365 -32%
AAI
1859
American Assets Inc
California
$446K
UFG
1860
United Fire Group
Iowa
$446K
AC
1861
Alexandria Capital
Virginia
$446K +$46.5K +519 +12%
PTC
1862
Philadelphia Trust Company
Pennsylvania
$445K -$64.9K -725 -13%
MFW
1863
Mosaic Family Wealth
Missouri
$444K -$2.69K -30 -0.6%
ED
1864
Exane Derivatives
France
$443K +$445K +4,970 New
WCM
1865
Whitener Capital Management
North Carolina
$443K +$17.9K +200 +4%
TAM
1866
Trillium Asset Management
Massachusetts
$443K +$163K +1,823 +58%
APW
1867
Aurora Private Wealth
New Jersey
$439K -$344K -3,842 -44%
BDWM
1868
Brewin Dolphin Wealth Management
Ireland
$437K +$8.95K +100 +2%
YWP
1869
YorkBridge Wealth Partners
New York
$437K +$37.6K +420 +8%
CIM
1870
CIM Investment Management
Pennsylvania
$436K
WP
1871
WealthShield Partners
North Carolina
$435K +$437K +4,876 New
CWM
1872
Cabot Wealth Management
Massachusetts
$434K +$9.58K +107 +2%
CIP
1873
Capital Insight Partners
Arizona
$434K +$119K +1,333 +38%
NF
1874
Nikulski Financial
Iowa
$434K +$435K +4,863 New
AP
1875
Atwood & Palmer
Missouri
$431K

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.