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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
CWM
2051
Confluence Wealth Management
Oregon
$287K +$288K +3,215 New
SIA
2052
Starfire Investment Advisers
Michigan
$286K -$27.9K -312 -9%
HJGA
2053
Hardman Johnston Global Advisors
Connecticut
$286K -$6.27K -70 -2%
SMG
2054
Smart Money Group
Texas
$285K +$286K +3,193 New
CWC
2055
Carolinas Wealth Consulting
North Carolina
$284K +$20.6K +230 +8%
GAM
2056
Grandview Asset Management
Pennsylvania
$284K +$285K +3,183 New
HCA
2057
Horan Capital Advisors
Ohio
$283K
LWM
2058
Loveless Wealth Management
Montana
$282K +$12.1K +135 +4%
PWAP
2059
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$280K
IGGA
2060
Iron Gate Global Advisors
Utah
$279K -$200K -2,230 -41%
PP
2061
Pacifica Partners
Canada
$279K -$106K -1,186 -27%
JCM
2062
Jag Capital Management
Missouri
$279K +$2.15K +24 +0.8%
GEA
2063
Glen Eagle Advisors
New Jersey
$279K +$32.1K +359 +13%
PIG
2064
Pantheon Investment Group
California
$278K -$55.6K -621 -17%
RZH
2065
Relyea Zuckerberg Hanson
Connecticut
$277K -$134K -1,495 -32%
SDH
2066
Sloy Dahl & Holst
Washington
$277K
SP
2067
Successful Portfolios
Florida
$276K -$3.67K -41 -1%
SL
2068
Stevard LLC
Illinois
$276K
OCM
2069
Osterweis Capital Management
California
$275K -$41.6K -465 -13%
BCA
2070
Berman Capital Advisors
Georgia
$275K -$12.7K -142 -4%
B
2071
Bellecapital
Switzerland
$275K +$276K +3,082 New
HWMG
2072
Hurlow Wealth Management Group
Indiana
$274K -$3.94K -44 -1%
FPGK
2073
Financial Partners Group (Kansas)
Kansas
$273K +$274K +3,063 New
GIA
2074
Gladstone Institutional Advisory
Florida
$272K -$654K -7,307 -71%
CICI
2075
Capital Investment Counsel Inc
North Carolina
$272K -$324K -3,620 -54%

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.