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Chevron

2,397 hedge funds and large institutions have $156B invested in Chevron in 2019 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 1,037 increasing their positions, 948 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 72

30% more call options, than puts

Call options by funds: $1.63B | Put options by funds: $1.25B

18% more funds holding in top 10

Funds holding in top 10: 155183 (+28)

15% more capital invested

Capital invested by funds: $136B → $156B (+$19.9B)

3% more funds holding

Funds holding: 2,3322,397 (+65)

9% more repeat investments, than reductions

Existing positions increased: 1,037 | Existing positions reduced: 948

0.93% more ownership

Funds ownership: 65.95%66.88% (+0.93%)

Holders
2,397
Holders Change
+65
Holders Change %
+2.79%
% of All Funds
51.87%
Holding in Top 10
183
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+18.06%
% of All Funds
3.96%
New
164
Increased
1,037
Reduced
948
Closed
72
Calls
$1.63B
Puts
$1.25B
Net Calls
+$374M
Net Calls Change
+$297M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
251
Dodge & Cox
California
$41.9M -$287K -2,425 -0.7%
AAM
252
Advisors Asset Management
Colorado
$41.9M +$2.12M +17,958 +6%
O
253
Ossiam
France
$41.1M +$39.5M +333,549 New
GG
254
Gofen & Glossberg
Illinois
$39.9M -$740K -6,251 -2%
EHC
255
Everett Harris & Co
California
$39.7M +$553K +4,673 +1%
WF
256
Welch & Forbes
Massachusetts
$39.3M -$471K -3,985 -1%
PSUF
257
People's United Financial
Connecticut
$39.2M +$496K +4,195 +1%
CFB
258
Cullen/Frost Bankers
Texas
$39.1M +$3.66M +30,963 +11%
AG
259
Advisor Group
Arizona
$38.9M +$4.28M +36,176 +13%
QI
260
QS Investors
New York
$38.7M +$1.75M +14,818 +5%
CIBC Asset Management
261
CIBC Asset Management
Ontario, Canada
$38.6M +$7.49M +63,310 +25%
SAM
262
Shell Asset Management
Netherlands
$38.4M -$729K -6,166 -2%
Brown Advisory
263
Brown Advisory
Maryland
$38.3M -$439K -3,712 -1%
Fiera Capital (Canada)
264
Fiera Capital (Canada)
Quebec, Canada
$38.2M +$795K +6,717 +2%
SOADOR
265
State of Alaska Department of Revenue
Alaska
$38.1M -$6.58M -55,650 -15%
CCMG
266
Clark Capital Management Group
Pennsylvania
$38M +$9.29M +78,543 +34%
HTC
267
Haverford Trust Company
Pennsylvania
$37.7M +$1M +8,493 +3%
Northwestern Mutual Wealth Management
268
Northwestern Mutual Wealth Management
Wisconsin
$37.6M +$1.18M +10,002 +3%
Creative Planning
269
Creative Planning
Kansas
$37.5M -$197K -1,661 -0.5%
GAM
270
Gotham Asset Management
New York
$36.9M +$6.65M +56,190 +23%
MOACM
271
Mutual of America Capital Management
New York
$36.8M -$1.26M -10,647 -3%
PGFC
272
Peapack-Gladstone Financial Corp
New Jersey
$36M +$134K +1,135 +0.4%
NMIMC
273
Northwestern Mutual Investment Management Company
Wisconsin
$35.6M +$65.2K +551 +0.2%
SCA
274
STALEY CAPITAL ADVISERS
Pennsylvania
$35.5M +$301K +2,545 +0.9%
WT
275
Whittier Trust
California
$35.3M -$198K -1,670 -0.6%

CVX Hedge Fund Activity: Q1 2019 in Review

2,397 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q1 2019, worth a combined $156B — up 15% from $136B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new CVX positions and 72 closed out — a net gain of 92 holders — while 1,037 added to existing stakes and 948 trimmed.

The largest buyer was Barclays, adding an estimated $295M. The largest seller was Fidelity Investments, cutting an estimated $502M.

  • 2,397 institutional investors held Chevron (CVX) as of Q1 2019, up from 2,332 in Q4 2018.
  • Funds reported $156B of Chevron stock for Q1 2019, up 15% quarter-over-quarter.
  • 164 funds opened new Chevron positions in Q1 2019 and 72 closed out, a net change of +92 holders.
  • The largest Chevron buyer in Q1 2019 was Barclays, an estimated $295M added.
  • The largest Chevron seller in Q1 2019 was Fidelity Investments, an estimated $502M sold.

Based on aggregated 13F filings for Q1 2019.