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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
FWM
2126
Foresight Wealth Management
Utah
$247K -$74.8K -835 -23%
VDBMI
2127
Van Den Berg Management I
Texas
$246K -$124K -1,384 -33%
VVP
2128
Venture Visionary Partners
Ohio
$246K -$44K -492 -15%
JGIA
2129
Jackson Grant Investment Advisers
Connecticut
$246K +$2.69K +30 +1%
BCP
2130
Berkeley Capital Partners
Georgia
$245K -$258K -2,879 -51%
FAG
2131
Financial Advisory Group
Texas
$245K +$246K +2,747 New
LAS
2132
Lloyd Advisory Services
Georgia
$244K +$24.8K +277 +11%
GDP
2133
Great Diamond Partners
Maine
$244K +$245K +2,737 New
SFPG
2134
Stonebridge Financial Planning Group
Florida
$243K -$8.95K -100 -4%
TIM
2135
Tortoise Investment Management
New York
$242K -$8.51K -95 -3%
GC
2136
Gruss & Co
Florida
$241K -$161K -1,800 -40%
PTC
2137
Provident Trust Company
Wisconsin
$241K +$242K +2,700 New
TIA
2138
Traphagen Investment Advisors
New Jersey
$241K -$263K -2,934 -52%
BC
2139
Brio Consultants
California
$240K +$240K +2,685 New
PCMC
2140
Paragon Capital Management (Colorado)
Colorado
$240K +$241K +2,689 New
OCM
2141
Ovata Capital Management
Hong Kong
$240K +$241K +2,695 New
WCWM
2142
Wooster Corthell Wealth Management
Connecticut
$239K +$240K +2,678 New
GCMG
2143
Gyroscope Capital Management Group
Florida
$239K +$240K +2,679 New
NCM
2144
Noesis Capital Mangement
Florida
$238K -$53.7K -600 -18%
CW
2145
CreativeOne Wealth
Kansas
$238K -$17.7K -198 -7%
SLT
2146
St Louis Trust
Missouri
$238K +$239K +2,666 New
ACM
2147
Ashford Capital Management
Delaware
$238K +$239K +2,670 New
Edgewood Management
2148
Edgewood Management
Connecticut
$238K +$239K +2,670 New
CMA
2149
Cedar Mountain Advisors
Oregon
$236K -$18K -201 -7%
VFPI
2150
Vantage Financial Partners (Illinois)
Illinois
$236K +$237K +2,650 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.