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Chevron

2,394 hedge funds and large institutions have $158B invested in Chevron in 2019 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 1,119 increasing their positions, 909 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 84

23% more repeat investments, than reductions

Existing positions increased: 1,119 | Existing positions reduced: 909

19% more call options, than puts

Call options by funds: $1.62B | Put options by funds: $1.36B

1% more capital invested

Capital invested by funds: $156B → $158B (+$1.41B)

0% less funds holding

Funds holding: 2,3972,394 (-3)

0.14% less ownership

Funds ownership: 66.88%66.73% (-0.14%)

10% less funds holding in top 10

Funds holding in top 10: 183165 (-18)

Holders
2,394
Holders Change
-3
Holders Change %
-0.13%
% of All Funds
51.99%
Holding in Top 10
165
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-9.84%
% of All Funds
3.58%
New
114
Increased
1,119
Reduced
909
Closed
84
Calls
$1.62B
Puts
$1.36B
Net Calls
+$262M
Net Calls Change
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$1.03B -$195M -1,612,377 -16%
AllianceBernstein
27
AllianceBernstein
Tennessee
$1.02B +$74.7M +617,764 +8%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$974M -$12.3M -101,805 -1%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$911M -$383M -3,170,719 -30%
Capital Research Global Investors
30
Capital Research Global Investors
California
$884M -$416M -3,444,268 -33%
PPA
31
Parametric Portfolio Associates
Washington
$876M +$9.81M +81,110 +1%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$853M +$1.89M +15,619 +0.2%
UBS AM
33
UBS AM
Illinois
$788M -$64.5M -533,406 -8%
Swiss National Bank
34
Swiss National Bank
Switzerland
$777M -$21.8M -180,000 -3%
Massachusetts Financial Services
35
Massachusetts Financial Services
Massachusetts
$754M -$9.25M -76,484 -1%
Boston Partners
36
Boston Partners
Massachusetts
$713M -$187M -1,550,525 -21%
Lazard Asset Management
37
Lazard Asset Management
New York
$709M +$158M +1,310,726 +30%
American Century Companies
38
American Century Companies
Missouri
$678M -$32.7M -270,582 -5%
LSV Asset Management
39
LSV Asset Management
Illinois
$663M +$9.99M +82,600 +2%
Federated Hermes
40
Federated Hermes
Pennsylvania
$656M +$4.48M +37,079 +0.7%
Fisher Asset Management
41
Fisher Asset Management
Washington
$627M +$20.2M +166,952 +3%
Fayez Sarofim & Co
42
Fayez Sarofim & Co
Texas
$614M -$12.3M -102,127 -2%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$607M -$10.8M -89,512 -2%
APG Asset Management
44
APG Asset Management
Netherlands
$603M +$249M +2,061,187 +60%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$598M +$8.42M +69,617 +1%
Prudential Financial
46
Prudential Financial
New Jersey
$594M +$27.2M +225,099 +5%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$579M -$38.3M -316,823 -6%
Aberdeen Group
48
Aberdeen Group
United Kingdom
$578M -$58.5M -483,502 -9%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$559M -$31.8M -262,939 -6%
RJA
50
Raymond James & Associates
Florida
$548M -$3.62M -29,914 -0.7%

CVX Hedge Fund Activity: Q2 2019 in Review

2,394 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q2 2019, worth a combined $158B — up 0.91% from $156B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new CVX positions and 84 closed out — a net gain of 30 holders — while 1,119 added to existing stakes and 909 trimmed.

The largest buyer was Nuveen, adding an estimated $1.72B. The largest seller was Fidelity Investments, cutting an estimated $826M.

  • 2,394 institutional investors held Chevron (CVX) as of Q2 2019, down from 2,397 in Q1 2019.
  • Funds reported $158B of Chevron stock for Q2 2019, up 0.91% quarter-over-quarter.
  • 114 funds opened new Chevron positions in Q2 2019 and 84 closed out, a net change of +30 holders.
  • The largest Chevron buyer in Q2 2019 was Nuveen, an estimated $1.72B added.
  • The largest Chevron seller in Q2 2019 was Fidelity Investments, an estimated $826M sold.

Based on aggregated 13F filings for Q2 2019.