We are live on ! Find out more
CVX icon

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
Macquarie Group
276
Macquarie Group
Australia
$35M -$1.25M -10,569 -4%
Cambridge Investment Research Advisors
277
Cambridge Investment Research Advisors
Iowa
$34.7M +$2.65M +22,405 +9%
PWPCM
278
Perella Weinberg Partners Capital Management
New York
$34.5M +$15.5M +130,682 +87%
BIP
279
Brandes Investment Partners
California
$34.4M +$526K +4,446 +2%
GHCM
280
Glen Harbor Capital Management
California
$34.1M +$4.96M +41,936 +18%
OAM
281
Oppenheimer Asset Management
New York
$34M +$1.03M +8,745 +3%
FWIA
282
Fort Washington Investment Advisors
Ohio
$33.8M -$1.31M -11,067 -4%
FTIOP
283
Fiduciary Trust International of Pennsylvania
Pennsylvania
$33.7M +$134K +1,132 +0.4%
MHC
284
Meyer Handelman Company
New York
$33.7M +$59.2K +500 +0.2%
HIMCH
285
Hartford Investment Management Co (HIMCO)
Connecticut
$33.6M +$3.25M +27,432 +11%
MSA
286
Mason Street Advisors
Wisconsin
$33.4M +$199K +1,678 +0.6%
MLICM
287
Metropolitan Life Insurance Company (MetLife)
New York
$33.1M -$1M -8,486 -3%
UB
288
UMB Bank
Missouri
$33M -$1.01M -8,498 -3%
WB
289
WesBanco Bank
West Virginia
$32.5M +$2.17M +18,344 +7%
CAN
290
Cetera Advisor Networks
California
$32.5M -$2.65M -22,387 -8%
FMW
291
Farr Miller & Washington
District of Columbia
$32.3M +$201K +1,699 +0.7%
DIA
292
Davidson Investment Advisors
Montana
$32.2M -$405K -3,420 -1%
DCM
293
Dupont Capital Management
Delaware
$32.2M -$4.33M -36,619 -12%
RRAM
294
River Road Asset Management
Kentucky
$32.1M -$1.18M -10,006 -4%
BHC
295
Bowen Hanes & Co
Florida
$31.8M +$1.91M +16,148 +7%
BIM
296
Bridges Investment Management
Nebraska
$31.6M +$118K +994 +0.4%
CSIC
297
Clifford Swan Investment Counsel
California
$31.5M +$504K +4,264 +2%
JCM
298
Janney Capital Management
Pennsylvania
$31.4M -$1.13M -9,529 -4%
TF
299
TIAA FSB
Florida
$31.3M +$183K +1,547 +0.6%
WPC
300
Waters Parkerson & Co
Louisiana
$31.3M +$98K +828 +0.3%

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.