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
Charles Schwab
26
Charles Schwab
California
$1.18B +$23.3M +197,127 +2%
TCIM
27
TIAA CREF Investment Management
New York
$1.11B -$44.9M -379,550 -4%
Franklin Resources
28
Franklin Resources
California
$1.07B -$1.41M -11,948 -0.1%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$977M +$20M +169,118 +2%
AllianceBernstein
30
AllianceBernstein
Tennessee
$931M -$34.7M -293,169 -4%
Boston Partners
31
Boston Partners
Massachusetts
$897M +$13.1M +110,964 +2%
PPA
32
Parametric Portfolio Associates
Washington
$857M +$33.5M +283,094 +4%
UBS AM
33
UBS AM
Illinois
$846M +$80.6M +681,455 +11%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$842M +$39.3M +331,884 +5%
Swiss National Bank
35
Swiss National Bank
Switzerland
$791M +$17.8M +150,100 +2%
Massachusetts Financial Services
36
Massachusetts Financial Services
Massachusetts
$756M -$2.19M -18,494 -0.3%
American Century Companies
37
American Century Companies
Missouri
$705M +$35.6M +301,169 +6%
TA
38
Teachers Advisors
New York
$694M +$4.42M +37,380 +0.7%
LSV Asset Management
39
LSV Asset Management
Illinois
$646M -$24.2M -204,700 -4%
Federated Hermes
40
Federated Hermes
Pennsylvania
$645M -$86.4M -730,353 -12%
Aberdeen Group
41
Aberdeen Group
United Kingdom
$632M -$145M -1,223,750 -19%
Fayez Sarofim & Co
42
Fayez Sarofim & Co
Texas
$621M -$2.48M -20,936 -0.4%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$612M -$135M -1,136,988 -19%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$612M +$19.3M +163,176 +3%
Fisher Asset Management
45
Fisher Asset Management
Washington
$600M +$13.8M +116,560 +2%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$586M -$2.27M -19,158 -0.4%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$583M -$37.7M -318,374 -6%
Barrow, Hanley, Mewhinney & Strauss
48
Barrow, Hanley, Mewhinney & Strauss
Texas
$561M -$276M -2,331,247 -34%
Prudential Financial
49
Prudential Financial
New Jersey
$560M +$26.8M +226,167 +5%
RJA
50
Raymond James & Associates
Florida
$547M +$25.8M +218,462 +5%

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.