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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
SIA
376
Sit Investment Associates
Minnesota
$20M -$3.01M -25,425 -14%
VWM
377
Valley Wealth Managers
New Jersey
$19.9M +$457K +3,860 +2%
TCM
378
Twin Capital Management
Pennsylvania
$19.8M +$137K +1,160 +0.7%
Canada Pension Plan Investment Board
379
Canada Pension Plan Investment Board
Ontario, Canada
$19.7M +$1.99M +16,780 +12%
DWM
380
Doyle Wealth Management
Florida
$19.6M +$83.6K +707 +0.4%
NMERB
381
New Mexico Educational Retirement Board
New Mexico
$19.6M -$450K -3,800 -2%
Mercer Global Advisors
382
Mercer Global Advisors
Colorado
$19.4M +$18.6M +157,277 New
WIC
383
Willis Investment Counsel
Georgia
$19.2M -$376K -3,175 -2%
WI
384
Wafra Inc
New York
$19.2M
BCM
385
Becker Capital Management
Oregon
$19.2M -$1.7M -14,383 -8%
FNT
386
First National Trust
Pennsylvania
$18.8M +$587K +4,961 +3%
HCMT
387
Highland Capital Management (Tennessee)
Tennessee
$18.8M -$145K -1,225 -0.8%
FCI
388
Financial Counselors Inc
Kansas
$18.7M +$605K +5,114 +3%
EB
389
Eastern Bank
Massachusetts
$18.6M -$1.33M -11,255 -7%
PFM
390
Parsec Financial Management
North Carolina
$18.4M +$325K +2,745 +2%
NIM
391
Northeast Investment Management
Massachusetts
$18.4M +$206K +1,741 +1%
ANI
392
American National Insurance
Texas
$18.3M
WAM
393
World Asset Management
Michigan
$18.2M +$2.42M +20,427 +16%
CC
394
Cannell & Co
New York
$18.2M +$6.89M +58,195 +65%
ACP
395
Ashfield Capital Partners
California
$18.1M +$121K +1,022 +0.7%
GIA
396
Guyasuta Investment Advisors
Pennsylvania
$17.9M -$78.7K -665 -0.5%
MNBTD
397
Moody National Bank Trust Division
Texas
$17.7M -$27.2K -230 -0.2%
HCMNY
398
Howard Capital Management (New York)
New York
$17.7M +$272K +2,296 +2%
ACM
399
Azimuth Capital Management
Michigan
$17.6M +$747K +6,318 +5%
GFPC
400
Global Financial Private Capital
Florida
$17.6M -$516K -4,362 -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.