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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
NIM
2026
NXG Investment Management
Texas
$311K -$910K -10,167 -74%
PWA
2027
Physician Wealth Advisors
Utah
$310K +$309K +3,456 New
WCWM
2028
Willow Creek Wealth Management
California
$309K -$11.1K -124 -3%
DC
2029
DeDora Capital
California
$309K +$46.5K +519 +18%
CRIG
2030
Charter Research & Investment Group
Connecticut
$308K
EWM
2031
Elmwood Wealth Management
California
$307K -$738K -8,245 -71%
HIC
2032
Hartline Investment Corp
Illinois
$306K -$582K -6,496 -65%
CM
2033
Columbus Macro
Pennsylvania
$304K -$29.7K -332 -9%
TWP
2034
Tempus Wealth Planning
California
$304K
SBL
2035
Sargent Bickham Lagudis
Colorado
$303K -$24.8K -277 -8%
KFI
2036
Key Financial Inc
Pennsylvania
$303K +$3.4K +38 +1%
CWG
2037
Cornerstone Wealth Group
North Carolina
$302K -$76.5K -854 -20%
22CM
2038
20/20 Capital Management
California
$300K +$16.9K +189 +6%
NPF
2039
Norris Perne & French
Michigan
$299K -$11.9K -133 -4%
GA
2040
Gateway Advisory
New Jersey
$299K -$90 -1 -0%
GWM
2041
GSB Wealth Management
Connecticut
$298K
AFP
2042
Ausdal Financial Partners
Iowa
$294K -$3.76K -42 -1%
LA
2043
LexAurum Advisors
Kansas
$293K -$12K -134 -4%
BCA
2044
Bray Capital Advisors
Florida
$291K +$80.7K +901 +38%
CIC
2045
Chase Investment Counsel
Virginia
$290K +$291K +3,253 New
F
2046
F3Logic
Minnesota
$289K -$18.7K -209 -6%
CA
2047
Cornerstone Advisory
Maryland
$289K -$7.52K -84 -3%
WIC
2048
Wilkins Investment Counsel
Massachusetts
$289K
BHWM
2049
Bay Harbor Wealth Management
Maryland
$289K +$36.2K +404 +14%
SRC
2050
Sage Rhino Capital
California
$287K -$895 -10 -0.3%

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.