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
PFA
1926
Pathway Financial Advisors
Vermont
$388K -$58.6K -655 -13%
ARG
1927
Advisory Resource Group
Oklahoma
$387K +$269 +3 +0.1%
MPPLM
1928
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$387K +$100K +1,119 +35%
HPWM
1929
Highland Private Wealth Management
Washington
$386K -$355K -3,964 -48%
EBSAM
1930
Eubel Brady & Suttman Asset Management
Ohio
$386K -$44.8K -500 -10%
CCG
1931
Chatham Capital Group
Georgia
$386K
FHC
1932
First Heartland Consultants
Missouri
$386K +$50K +558 +15%
EMB
1933
Elefante Mark B
$386K +$125K +1,400 +48%
ARMT
1934
Amica Retiree Medical Trust
Rhode Island
$382K -$152K -1,693 -28%
NPA
1935
Nichols & Pratt Advisers
Massachusetts
$381K -$107K -1,200 -22%
BRA
1936
Biechele Royce Advisors
Indiana
$381K -$16.6K -185 -4%
RI
1937
Rudd International
Florida
$380K +$13.4K +150 +4%
JHCP
1938
Jackson Hole Capital Partners
Oklahoma
$380K +$19.7K +220 +5%
BWA
1939
Beam Wealth Advisors
Louisiana
$379K -$13.3K -148 -3%
TCB
1940
Texas Capital Bancshares
Texas
$379K
CAMG
1941
CWA Asset Management Group
Florida
$378K -$40.9K -457 -10%
AA
1942
Advisory Alpha
Michigan
$378K +$147K +1,640 +65%
IA
1943
IndexIQ Advisors
New York
$377K -$10.7K -119 -3%
PCM
1944
Princeton Capital Management
New Jersey
$377K -$2.24K -25 -0.6%
SAS
1945
Stelac Advisory Services
New York
$376K +$146K +1,627 +63%
MFS
1946
Mirabella Financial Services
United Kingdom
$376K +$377K +4,211 New
CFO
1947
CVA Family Office
Colorado
$374K +$11.2K +125 +3%
BIM
1948
Baldwin Investment Management
Pennsylvania
$374K +$17.9K +200 +5%
WAG
1949
Winthrop Advisory Group
Massachusetts
$373K -$64.6K -722 -15%
PCM
1950
Pointe Capital Management
Michigan
$372K -$5.37K -60 -1%

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.