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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
PFC
2176
Poplar Forest Capital
California
$226K +$226K +2,528 New
ACM
2177
Armbruster Capital Management
New York
$226K +$227K +2,530 New
BIA
2178
Barry Investment Advisors
Massachusetts
$226K +$227K +2,530 New
TFF
2179
The Family Firm
Maryland
$225K -$174K -1,944 -44%
FMP
2180
Financial Management Professionals
Texas
$225K +$139K +1,558 +161%
MSA
2181
Marino Stram & Associates
Massachusetts
$224K +$225K +2,511 New
NPT
2182
Nixon Peabody Trust
Massachusetts
$223K -$38K -425 -15%
XSC
2183
X-Square Capital
Puerto Rico
$223K +$223K +2,495 New
SFG
2184
Sunburst Financial Group
Alabama
$223K +$224K +2,499 New
SI
2185
SCP Investment
California
$223K +$224K +2,500 New
MAWCM
2186
Mine & Arao Wealth Creation & Management
California
$222K +$55.3K +618 +33%
GC
2187
Gibson Capital
Pennsylvania
$222K +$227K +2,539 New
C
2188
Cerebellum
California
$220K +$158K +1,761 New
LWA
2189
Lineweaver Wealth Advisors
Ohio
$220K +$221K +2,468 New
LF
2190
LifeSteps Financial
California
$220K +$221K +2,471 New
TSS
2191
Two Sigma Securities
New York
$219K +$219K +2,451 New
1W
2192
1776 Wealth
Georgia
$217K -$147K -1,644 -40%
EDRIA
2193
Edmonds Duncan Registered Investment Advisors
Kansas
$217K +$217K +2,428 New
AFA
2194
Atlanta Financial Associates
Georgia
$216K +$216K +2,417 New
CWM
2195
Campbell Wealth Management
Virginia
$216K +$217K +2,420 New
SCA
2196
SMH Capital Advisors
Texas
$215K +$215K +2,406 New
SC
2197
Steph & Co
Wisconsin
$214K -$59K -659 -22%
MAG
2198
Mayfair Advisory Group
Alabama
$214K +$214K +2,395 New
HCIA
2199
Hochman Cole Investment Advisors
Illinois
$213K +$214K +2,390 New
LA
2200
LVW Advisors
New York
$213K +$214K +2,390 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.