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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
GJIC
451
Gamble Jones Investment Counsel
California
$14.7M +$1.22M +10,348 +9%
UBV
452
United Bank (Virginia)
Virginia
$14.6M +$2.48M +20,978 +21%
BCM
453
Bridgeway Capital Management
Texas
$14.5M -$864K -7,300 -6%
SC
454
Scotia Capital
Ontario, Canada
$14.5M +$375K +3,170 +3%
BCM
455
BTR Capital Management
California
$14.4M +$90.9K +768 +0.7%
AAM
456
AR Asset Management
California
$14.4M -$51.3K -434 -0.4%
Mirae Asset Global Investments
457
Mirae Asset Global Investments
South Korea
$14.2M -$2.22M -18,740 -14%
DLA
458
Douglas Lane & Associates
New York
$14.2M +$901K +7,618 +7%
CA
459
CastleArk Alternatives
Illinois
$14.2M +$299K +2,525 +2%
TBA
460
Tower Bridge Advisors
Pennsylvania
$14.1M -$94.1K -795 -0.7%
FBA
461
Front Barnett Associates
Illinois
$13.9M -$62.9K -532 -0.5%
DBT
462
Dubuque Bank & Trust
Iowa
$13.9M +$193K +1,634 +1%
JG
463
Jefferies Group
New York
$13.8M +$7.76M +65,575 +140%
BA
464
Boston Advisors
Massachusetts
$13.8M -$197K -1,661 -1%
MC
465
Martin Currie
United Kingdom
$13.8M -$1.71M -14,480 -11%
RCM
466
Riverhead Capital Management
Delaware
$13.8M +$4.93M +41,634 +59%
OSIA
467
O'Shares Investment Advisers
Massachusetts
$13.7M +$425K +3,589 +3%
SIM
468
Sentry Investment Management
Wisconsin
$13.7M -$1.75M -14,774 -12%
CTI
469
Community Trust & Investment
Kentucky
$13.7M +$83.4K +705 +0.6%
FBB
470
Fulton Breakefield Broenniman
Maryland
$13.6M +$90.4K +764 +0.7%
CG
471
Colony Group
Massachusetts
$13.5M +$11.2M +94,624 +623%
GIM
472
Goelzer Investment Management
Indiana
$13.5M +$1.33M +11,209 +11%
BAM
473
Berkshire Asset Management
Pennsylvania
$13.4M -$108K -917 -0.8%
GAM
474
Griffin Asset Management
New York
$13.4M -$728K -6,152 -5%
Daiwa Securities Group
475
Daiwa Securities Group
Japan
$13.4M -$114K -967 -0.9%

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.