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Chevron

2,272 hedge funds and large institutions have $88.8B invested in Chevron in 2020 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 828 increasing their positions, 1,145 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.63% more ownership

Funds ownership: 65.44%66.07% (+0.63%)

5% less call options, than puts

Call options by funds: $1.46B | Put options by funds: $1.53B

4% less funds holding

Funds holding: 2,3702,272 (-98)

18% less capital invested

Capital invested by funds: $109B → $88.8B (-$20.1B)

28% less repeat investments, than reductions

Existing positions increased: 828 | Existing positions reduced: 1,145

41% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 172

48% less funds holding in top 10

Funds holding in top 10: 6132 (-29)

Holders
2,272
Holders Change
-98
Holders Change %
-4.14%
% of All Funds
45.83%
Holding in Top 10
32
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-47.54%
% of All Funds
0.65%
New
101
Increased
828
Reduced
1,145
Closed
172
Calls
$1.46B
Puts
$1.53B
Net Calls
-$74.7M
Net Calls Change
-$325M
Name Holding Trade Value Shares
Change
Change in
Stake
FMT
2326
First Mercantile Trust
Tennessee
-$563K -6,310 Closed
ER
2327
Enlightenment Research
Florida
-$545K -6,106 Closed
BA
2328
Ballew Advisors
Mississippi
-$513K -5,939 Closed
FCMC
2329
Founders Capital Management (Connecticut)
Connecticut
-$529K -5,930 Closed
BPCE
2330
Bank Pictet & Cie (Europe)
Germany
-$518K -5,800 Closed
TC
2331
TradeLink Capital
Illinois
-$493K -5,520 Closed
TA
2332
TCG Advisors
Texas
-$477K -5,349 Closed
SMM
2333
Stadion Money Management
Georgia
-$458K -5,135 Closed
WCM
2334
Whitener Capital Management
North Carolina
-$443K -4,968 Closed
FI
2335
Financial Insights
Washington
-$216 -4,695 Closed
ARTA
2336
A.R.T. Advisors
New York
-$398K -4,462 Closed
ACM
2337
Anfield Capital Management
California
-$340K -4,056 Closed
LCAM
2338
London & Capital Asset Management
United Kingdom
-$354K -3,968 Closed
RWA
2339
Redhawk Wealth Advisors
Minnesota
-$352K -3,947 Closed
AIC
2340
Argus Investors Counsel
New York
-$348K -3,898 Closed
BDF
2341
Balasa Dinverno & Foltz
-$348K -3,895 Closed
RCIM
2342
Red Cedar Investment Management
Michigan
-$325K -3,647 Closed
DCM
2343
Donaldson Capital Management
Indiana
-$324K -3,630 Closed
YMRC
2344
Yorktown Management & Research Company
Virginia
-$321K -3,600 Closed
PCMC
2345
Private Capital Management (Colorado)
Colorado
-$315K -3,528 Closed
WCF
2346
West Coast Financial
California
-$312K -3,496 Closed
NIM
2347
NXG Investment Management
Texas
-$311K -3,490 Closed
LA
2348
LexAurum Advisors
Kansas
-$293K -3,280 Closed
CWM
2349
Confluence Wealth Management
Oregon
-$287K -3,215 Closed
PIG
2350
Pantheon Investment Group
California
-$278K -3,115 Closed

CVX Hedge Fund Activity: Q3 2020 in Review

2,272 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q3 2020, worth a combined $88.8B — down 18% from $109B a quarter earlier.

Sellers outnumbered buyers: 172 funds closed out of CVX and 101 opened new positions — a net loss of 71 holders — while 1,145 trimmed existing stakes and 828 added.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $3.72B. The largest seller was Capital International Investors, cutting an estimated $584M.

  • 2,272 institutional investors held Chevron (CVX) as of Q3 2020, down from 2,370 in Q2 2020.
  • Funds reported $88.8B of Chevron stock for Q3 2020, down 18% quarter-over-quarter.
  • 101 funds opened new Chevron positions in Q3 2020 and 172 closed out, a net change of -71 holders.
  • The largest Chevron buyer in Q3 2020 was Berkshire Hathaway, an estimated $3.72B added.
  • The largest Chevron seller in Q3 2020 was Capital International Investors, an estimated $584M sold.

Based on aggregated 13F filings for Q3 2020.