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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
LWS
2251
Lucia Wealth Services
California
$122K +$9.85K +110 +9%
SIA
2252
SeaBridge Investment Advisors
New Jersey
$121K
O
2253
Ossiam
France
$121K +$5.28K +59 +5%
CIA
2254
Cascade Investment Advisors
Oregon
$120K
RAM
2255
Riggs Asset Management
Pennsylvania
$120K
TF
2256
TimeScale Financial
Massachusetts
$120K +$11.5K +128 +10%
PWMG
2257
Prestige Wealth Management Group
New Jersey
$119K -$12.9K -144 -10%
HGWM
2258
Harvest Group Wealth Management
Massachusetts
$118K +$269 +3 +0.2%
LF
2259
Lee Financial
Texas
$117K +$23.2K +259 +25%
FWM
2260
FSA Wealth Management
Massachusetts
$115K
MCM
2261
MV Capital Management
Maryland
$114K -$174K -1,938 -60%
CCA
2262
Column Capital Advisors
Indiana
$114K -$6.45K -72 -5%
RWML
2263
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$110K +$269 +3 +0.2%
IFA
2264
Interactive Financial Advisors
Illinois
$110K
SIAS
2265
Shine Investment Advisory Services
Colorado
$109K
AP
2266
Arlington Partners
Alabama
$108K -$2.87K -32 -3%
LGWM
2267
Litman Gregory Wealth Management
California
$108K
ME
2268
McIlrath & Eck
Washington
$108K +$31.7K +354 +41%
TFO
2269
Tarbox Family Office
California
$106K -$20.9K -234 -16%
MWP
2270
Meridian Wealth Partners
Pennsylvania
$104K +$32.6K +364 +46%
CIM
2271
Contravisory Investment Management
Massachusetts
$103K
RBC
2272
Roble Belko & Company
Pennsylvania
$99K -$1.21M -13,544 -92%
AW
2273
Avion Wealth
Texas
$98K +$358 +4 +0.4%
LFG
2274
LifePlan Financial Group
Ohio
$96K
WCMN
2275
Westchester Capital Management (Nebraska)
Nebraska
$95K -$93.8K -1,048 -50%

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.