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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
CAM
2101
Cubic Asset Management
Massachusetts
$259K -$24.6K -275 -9%
MA
2102
MONECO Advisors
Connecticut
$259K +$260K +2,900 New
PCM
2103
Prelude Capital Management
New York
$258K -$3.4M -37,977 -93%
FCFC
2104
First Citizens Financial Corp
Iowa
$258K -$81.1K -906 -24%
ACM
2105
AlphaStar Capital Management
North Carolina
$258K -$19.1K -213 -7%
PGA
2106
Portland Global Advisors
Maine
$258K -$9.22K -103 -3%
CS
2107
Cannell & Spears
New York
$258K
SCM
2108
Smith Capital Management
Arkansas
$258K +$259K +2,895 New
AP
2109
Adero Partners
California
$257K -$28.9K -323 -10%
GWM
2110
Greenwich Wealth Management
Connecticut
$257K -$22.6K -252 -8%
HFS
2111
Howard Financial Services
Texas
$257K +$258K +2,877 New
FA
2112
Financial Advisors
Massachusetts
$256K -$93.6K -1,046 -27%
AIP
2113
ARS Investment Partners
New York
$256K -$20.1K -225 -7%
TCM
2114
Teza Capital Management
Illinois
$256K +$257K +2,872 New
SFG
2115
Sather Financial Group
Texas
$255K -$17.9K -200 -7%
AA
2116
AlphaMark Advisors
Kentucky
$255K +$4.03K +45 +2%
ECM
2117
ExodusPoint Capital Management
New York
$254K -$750K -8,375 -75%
SFSIG
2118
San Francisco Sentry Investment Group
California
$254K -$4.83K -54 -2%
PCM
2119
Perritt Capital Management
Illinois
$252K -$4.48K -50 -2%
HFG
2120
Heron Financial Group
New York
$251K +$20.2K +226 +8%
PAM
2121
Premier Asset Management
Illinois
$250K -$179 -2 -0.1%
SSW
2122
Smith Shellnut Wilson
Mississippi
$250K +$251K +2,805 New
PHAM
2123
Palisades Hudson Asset Management
Florida
$249K
MC
2124
Matisse Capital
Oregon
$249K +$250K +2,795 New
MYIA
2125
Mount Yale Investment Advisors
Colorado
$248K +$249K +2,776 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.