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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
RPA
1951
Rock Point Advisors
Vermont
$370K
LIA
1952
LBMC Investment Advisors
Tennessee
$370K +$30.3K +338 +9%
RFN
1953
RDA Financial Network
Iowa
$364K +$6.98K +78 +2%
WAS
1954
Wealth Advisory Solutions
Indiana
$364K +$28.3K +316 +8%
VIM
1955
Vista Investment Management
Pennsylvania
$362K +$1.07K +12 +0.3%
VCM
1956
Vigilant Capital Management
Maine
$361K -$72.2K -806 -17%
SLA
1957
Silver Lake Advisory
Utah
$361K -$20.9K -234 -5%
LC
1958
Landaas & Company
Wisconsin
$361K -$3.76K -42 -1%
CWM
1959
Connecticut Wealth Management
Connecticut
$359K +$94K +1,050 +35%
NIM
1960
Needham Investment Management
New York
$357K
NJBEST
1961
New Jersey Better Educational Savings Trust
New Jersey
$357K
PAS
1962
Professional Advisory Services
Florida
$357K
AC
1963
Addison Capital
Pennsylvania
$356K -$134K -1,494 -27%
RPWA
1964
Regent Peak Wealth Advisors
Georgia
$356K -$14.6K -163 -4%
HWA
1965
HHM Wealth Advisors
Tennessee
$356K +$26K +290 +8%
CWM
1966
Circle Wealth Management
New Jersey
$354K +$33.3K +372 +10%
CCB
1967
Cutter & Co Brokerage
Missouri
$354K +$47.2K +527 +15%
LCAM
1968
London & Capital Asset Management
United Kingdom
$354K +$355K +3,968 New
CHP
1969
Cable Hill Partners
Oregon
$353K
RWA
1970
Redhawk Wealth Advisors
Minnesota
$352K +$353K +3,947 New
WKWM
1971
Walter & Keenan Wealth Management
Indiana
$351K +$356K +3,975 New
AIM
1972
Arcadia Investment Management
Michigan
$350K
AWM
1973
Atticus Wealth Management
Florida
$349K +$2.87K +32 +0.8%
BDF
1974
Balasa Dinverno & Foltz
$348K -$45.5K -508 -12%
AIC
1975
Argus Investors Counsel
New York
$348K +$58.2K +650 +20%

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.