We are live on ! Find out more
CVX icon

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
CNBT
1876
Cornerstone National Bank & Trust
Illinois
$429K +$38.4M +429,464 New
CNAM
1877
Campbell Newman Asset Management
Wisconsin
$429K +$9.94K +111 +2%
JHP
1878
James Hambro & Partners
United Kingdom
$428K
OMC
1879
Overbrook Management Corp
New York
$425K
PA
1880
Perennial Advisors
New York
$424K -$185K -2,069 -30%
SCG
1881
Sonata Capital Group
Washington
$424K -$44.8K -500 -10%
RMSCM
1882
R.M. Sincerbeaux Capital Management
New York
$424K
SBA
1883
Secrest Blakey & Associates
North Carolina
$424K +$425K +4,747 New
WCM
1884
Weik Capital Management
Pennsylvania
$423K -$69.4K -775 -14%
OPTFSNA
1885
Old Point Trust & Financial Services N A
Virginia
$422K
TC
1886
Trust Company
Kansas
$421K -$94.5K -1,056 -18%
KA
1887
KLCM Advisors
Wisconsin
$421K -$47.3K -528 -10%
LBD
1888
Landsberg Bennett & Dubbaneh
Florida
$420K +$16.8K +188 +4%
FNBOSM
1889
First National Bank of South Miami
Florida
$419K +$2.24K +25 +0.5%
AI
1890
Accredited Investors
Minnesota
$418K +$20.9K +233 +5%
NBG
1891
Nancy B. Gardiner
$417K +$11.2K +125 +3%
VA
1892
Valmark Advisers
Ohio
$417K +$83.9K +937 +25%
PP
1893
PDS Planning
Ohio
$416K +$21K +235 +5%
AWM
1894
Apollon Wealth Management
South Carolina
$416K +$417K +4,657 New
RFA
1895
Reilly Financial Advisors
California
$415K -$8.03M -89,715 -95%
MWM
1896
Moulton Wealth Management
Washington
$415K
DAM
1897
Diamant Asset Management
Connecticut
$414K
SAM
1898
Summit Asset Management
Tennessee
$414K +$448 +5 +0.1%
FPB
1899
First PREMIER Bank
South Dakota
$412K +$26.9K +300 +7%
ACH
1900
ArrowMark Colorado Holdings
Colorado
$410K

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.