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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
VBFG
2201
Vishria Bird Financial Group
Tennessee
$211K -$3.48M -38,906 -94%
STA
2202
Summit Trail Advisors
New York
$210K -$344K -3,838 -62%
SGK
2203
Steigerwald Gordon & Koch
Virginia
$210K +$211K +2,352 New
IAP
2204
Indie Asset Partners
Indiana
$209K +$209K +2,331 New
NCM
2205
Northwest Capital Management
Oregon
$208K -$145K -1,618 -41%
AA
2206
Auxano Advisors
Washington
$208K +$209K +2,329 New
HFP
2207
Holistic Financial Partners
Indiana
$205K -$51.9K -580 -20%
FC
2208
Ferris Capital
Massachusetts
$205K +$206K +2,301 New
GCA
2209
Gradient Capital Advisors
California
$204K +$204K +2,283 New
PAIM
2210
Punch & Associates Investment Management
Minnesota
$204K +$204K +2,284 New
WG
2211
Watchman Group
Texas
$204K +$205K +2,290 New
5L
2212
55I LLC
Massachusetts
$203K +$204K +2,275 New
OFS
2213
OneAscent Financial Services
Alabama
$202K +$203K +2,269 New
BWM
2214
Baystate Wealth Management
Massachusetts
$201K -$2.15K -24 -1%
LSC
2215
Lesa Sroufe & Co
Washington
$201K +$202K +2,255 New
WTFG
2216
Wells Trecaso Financial Group
Ohio
$196K +$197K +2,197 New
LB
2217
Legacy Bridge
Iowa
$195K -$19.2K -214 -9%
SL
2218
Savior LLC
Massachusetts
$194K +$1.97K +22 +1%
AWA
2219
Arkadios Wealth Advisors
Georgia
$194K +$17.4K +194 +10%
NG
2220
NWK Group
California
$193K +$7.25K +81 +4%
TFGT
2221
TS Financial Group (TSFG)
Illinois
$191K +$17.9K +200 +10%
MA
2222
MCF Advisors
Kentucky
$190K -$86.5K -966 -31%
RIM
2223
Rockbridge Investment Management
New York
$190K +$191K +2,131 New
APWM
2224
Atlas Private Wealth Management
New York
$189K
BAM
2225
Bellevue Asset Management
Washington
$188K -$2.77K -31 -1%

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.