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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
Aristotle Capital Management
2151
Aristotle Capital Management
California
$235K +$236K +2,632 New
UCI
2152
Uncommon Cents Investing
Wisconsin
$235K +$236K +2,637 New
NPPM
2153
North Point Portfolio Managers
Ohio
$234K +$235K +2,625 New
SCM
2154
Silvant Capital Management
Georgia
$233K
GSC
2155
G&S Capital
Colorado
$233K +$7.52K +84 +3%
ZF
2156
Zhang Financial
Michigan
$232K -$107K -1,195 -31%
FA
2157
FCG Advisors
New Jersey
$232K +$233K +2,597 New
WA
2158
Waverly Advisors
Alabama
$231K -$52.2K -583 -18%
EWM
2159
EPG Wealth Management
Georgia
$231K +$8.68K +97 +4%
FWSM
2160
First Wilshire Securities Management
California
$231K +$232K +2,590 New
AIM
2161
Aurora Investment Managers
Florida
$231K +$232K +2,594 New
SWP
2162
Summit Wealth Partners
Florida
$231K +$232K +2,586 New
SFFS
2163
Stonehage Fleming Financial Services
Jersey
$230K -$436K -4,870 -65%
BRC
2164
Bell Rock Capital
Delaware
$230K -$29.6K -331 -11%
CWM
2165
Centric Wealth Management
Illinois
$229K -$45.2K -505 -16%
EWM
2166
Endurance Wealth Management
Rhode Island
$229K -$17.8K -199 -7%
HHGA
2167
Halbert Hargrove Global Advisors
California
$229K +$230K +2,565 New
SCA
2168
Stillwater Capital Advisors
Pennsylvania
$229K +$230K +2,567 New
BP
2169
Broadleaf Partners
Ohio
$229K +$230K +2,568 New
STB
2170
S&T Bank
Pennsylvania
$229K +$230K +2,572 New
BFC
2171
Blue Fin Capital
Rhode Island
$228K -$54.4K -608 -19%
ST
2172
Sageworth Trust
Pennsylvania
$228K -$42.5K -475 -16%
IFG
2173
Investors Financial Group
Minnesota
$227K +$228K +2,549 New
MFW
2174
Meristem Family Wealth
Minnesota
$226K -$452K -5,047 -67%
APW
2175
Acima Private Wealth
Virginia
$226K -$257K -2,871 -53%

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.