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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
HAS
2076
HBW Advisory Services
California
$270K +$271K +3,025 New
GIA
2077
Granite Investment Advisors
New Hampshire
$268K -$566K -6,323 -68%
AAP
2078
Arax Advisory Partners
Colorado
$268K +$15.1K +169 +6%
DOA
2079
D'Orazio & Associates
Virginia
$266K -$4.48K -50 -2%
BO
2080
BRR OpCo
Ohio
$265K -$947K -10,574 -78%
CCA
2081
Conestoga Capital Advisors
Pennsylvania
$265K
RPAM
2082
Rhenman & Partners Asset Management
Sweden
$265K
CGA
2083
Crescent Grove Advisors
Illinois
$265K +$13.4K +150 +5%
FFC
2084
First Financial Corp
Indiana
$264K -$5.64K -63 -2%
FRM
2085
Fox Run Management
Connecticut
$264K +$265K +2,957 New
BEC
2086
Blue Edge Capital
Virginia
$264K
KBG
2087
Kahn Brothers Group
New York
$263K -$38.3K -428 -13%
CHA
2088
Carmichael Hill & Associates
Maryland
$263K -$3.67K -41 -1%
ECM
2089
Elgethun Capital Management
South Dakota
$263K +$358 +4 +0.1%
NRI
2090
NFP Retirement Inc
California
$263K +$264K +2,945 New
LWPC
2091
Legacy Wealth Partners (California)
California
$262K -$254K -2,841 -49%
GKWIM
2092
Gerber Kawasaki Wealth & Investment Management
California
$262K -$28.2K -315 -10%
PO
2093
Private Ocean
California
$262K -$17.9K -200 -6%
LPIC
2094
LeJeune Puetz Investment Counsel
Michigan
$261K -$152K -1,700 -37%
AC
2095
Apella Capital
Connecticut
$261K
KOMWMG
2096
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$261K +$4.03K +45 +2%
FSC
2097
Full Sail Capital
Oklahoma
$261K +$5.64K +63 +2%
CCM
2098
Check Capital Management
California
$261K +$262K +2,922 New
AMC
2099
Asset Management Corp
Illinois
$261K +$262K +2,924 New
SWP
2100
Strategic Wealth Partners
Ohio
$260K -$828K -9,243 -76%

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.