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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
BWP
2226
Baldwin Wealth Partners
Massachusetts
$187K -$460K -5,133 -71%
PFO
2227
Pathstone Family Office
New Jersey
$187K -$96.4K -1,077 -34%
SIS
2228
Sound Income Strategies
Florida
$187K +$9.13K +102 +5%
CMBA
2229
C.M. Bidwell & Associates
Hawaii
$186K +$187K +2,089 New
LC
2230
Lindbrook Capital
California
$181K -$38.3K -428 -17%
FP
2231
Financial Perspectives
Minnesota
$179K
PFGIA
2232
Patriot Financial Group Insurance Agency
Massachusetts
$172K -$20.1K -225 -10%
KFS
2233
Kelly Financial Services
Massachusetts
$171K +$1.79K +20 +1%
TC
2234
Truvestments Capital
Florida
$171K +$15.8K +177 +10%
AWM
2235
AllSquare Wealth Management
New York
$169K
LFG
2236
Larson Financial Group
Missouri
$162K +$7.88K +88 +5%
WAM
2237
Wolverine Asset Management
Illinois
$156K -$318K -3,551 -67%
MF
2238
Manchester Financial
California
$153K
SC
2239
Solstein Capital
California
$153K +$106K +1,180 +219%
IRC
2240
Investors Research Corp
Georgia
$150K
LFASL
2241
Lugano Financial Advisors SA (LFA)
Switzerland
$145K
FWM
2242
Focused Wealth Management
New York
$145K +$179 +2 +0.1%
SA
2243
SRH Advisors
Kansas
$145K +$116K +1,300 +398%
JWBC
2244
John W. Brooker & Co
California
$142K -$6.27K -70 -4%
MIFH
2245
Migdal Insurance & Financial Holdings
Israel
$136K -$4.57K -51 -3%
CCA
2246
Catalyst Capital Advisors
New York
$133K
HB
2247
Horizon Bancorp
Indiana
$125K -$58.5K -653 -32%
BSAM
2248
Blue Square Asset Management
New York
$125K +$126K +1,403 New
HFA
2249
Hoover Financial Advisors
Pennsylvania
$123K +$123K +1,376 New
WAS
2250
Winch Advisory Services
Wisconsin
$122K +$1.07K +12 +0.9%

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.