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
EWF
1901
Epstein & White Financial
California
$407K -$462K -5,156 -53%
FCA
1902
FinTrust Capital Advisors
South Carolina
$407K -$143K -1,601 -26%
HI
1903
Hendershot Investments
Virginia
$407K
FBFS
1904
First Business Financial Services
Wisconsin
$406K -$35.8K -400 -8%
CC
1905
Cedar Capital
Illinois
$406K -$31.7K -354 -7%
ISWM
1906
Independent Solutions Wealth Management
New York
$405K -$34.6K -387 -8%
IAIM
1907
International Assets Investment Management
Florida
$402K -$57.3K -640 -12%
GAAM
1908
Guinness Atkinson Asset Management
California
$402K
BFPW
1909
BOK Financial Private Wealth
Colorado
$401K -$262K -2,923 -39%
LSA
1910
L & S Advisors
California
$400K -$478K -5,334 -54%
EWM
1911
Evermay Wealth Management
Virginia
$400K -$59.1K -660 -13%
APW
1912
Austin Private Wealth
Texas
$400K -$26.9K -301 -6%
TF
1913
TLWM Financial
Texas
$398K -$4.12K -46 -1%
ARTA
1914
A.R.T. Advisors
New York
$398K +$399K +4,462 New
KC
1915
Kingfisher Capital
North Carolina
$397K -$146K -1,628 -27%
OFW
1916
Omnia Family Wealth
Florida
$393K -$5.46K -61 -1%
CF
1917
Copperwynd Financial
Arizona
$393K -$73.1K -817 -16%
PA
1918
Probity Advisors
Texas
$393K -$7.7K -86 -2%
PJSIMP
1919
P.J. Schmidt Investment Management (PJS)
Wisconsin
$393K -$2.24K -25 -0.6%
IIC
1920
Integrated Investment Consultants
Michigan
$393K -$1.25K -14 -0.3%
VCM
1921
Vivaldi Capital Management
Illinois
$391K -$294K -3,285 -43%
DSN
1922
D. Scott Neal
Kentucky
$390K
HA
1923
Harbor Advisors
Florida
$390K
AM
1924
Atwater Malick
Pennsylvania
$389K
TCM
1925
Traynor Capital Management
Pennsylvania
$389K +$28.8K +322 +8%

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.