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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
TL
2001
TrueWealth LLC
Georgia
$326K -$32.6K -364 -9%
TIA
2002
Tiemann Investment Advisors
California
$326K -$17.9K -200 -5%
PA
2003
PSI Advisors
Florida
$326K +$58.1K +649 +22%
QCMC
2004
Quantum Capital Management (California)
California
$326K +$289K +3,223 +750%
RCIM
2005
Red Cedar Investment Management
Michigan
$325K +$327K +3,647 New
DCM
2006
Donaldson Capital Management
Indiana
$324K -$50.9K -569 -14%
CM
2007
CoreCommodity Management
Connecticut
$323K -$537 -6 -0.2%
YMRC
2008
Yorktown Management & Research Company
Virginia
$321K -$278K -3,100 -46%
FNC
2009
First National Corp
Massachusetts
$321K +$53.9K +602 +20%
SC
2010
Saturna Capital
Washington
$320K -$8.95K -100 -3%
ACP
2011
Aviance Capital Partners
Florida
$320K
UF
2012
Univest Financial
Pennsylvania
$319K -$350K -3,913 -52%
SHWM
2013
Silicon Hills Wealth Management
Texas
$319K -$35.8K -400 -10%
CS
2014
Capital Square
Tennessee
$319K -$3.04K -34 -0.9%
MPW
2015
MA Private Wealth
California
$319K +$2.95K +33 +0.9%
RTC
2016
Riverview Trust Company
Washington
$318K
SNBOSCI
2017
Security National Bank of Sioux City Iowa
Iowa
$318K +$8.95K +100 +3%
GC
2018
Gilbert & Cook
Iowa
$317K +$10.3K +115 +3%
AFAS
2019
Acorn Financial Advisory Services
Virginia
$317K +$319K +3,560 New
GWS
2020
Glassman Wealth Services
Virginia
$316K +$41.3K +461 +15%
PCMC
2021
Private Capital Management (Colorado)
Colorado
$315K -$7.25K -81 -2%
BONST
2022
Bank of Nova Scotia Trust
Ontario, Canada
$314K -$2.24K -25 -0.7%
WDL
2023
Well Done LLC
Michigan
$314K
WCF
2024
West Coast Financial
California
$312K -$36.9K -412 -11%
FC
2025
FCA Corp
Texas
$312K +$313K +3,500 New

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.