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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
SPIA
476
Steward Partners Investment Advisory
New York
$13.4M +$889K +7,514 +7%
BHWM
477
Bar Harbor Wealth Management
New Hampshire
$13.3M -$119K -1,008 -0.9%
MA
478
Montag & Associates
Georgia
$13.3M +$236K +1,996 +2%
WAS
479
Wesleyan Assurance Society
United Kingdom
$13.3M +$12.8M +107,864 New
1832 Asset Management
480
1832 Asset Management
Ontario, Canada
$13.3M +$5.93M +50,102 +85%
ESB
481
Essex Savings Bank
Connecticut
$13.3M +$27.2K +230 +0.2%
QAM
482
QCI Asset Management
New York
$13.3M +$419K +3,538 +3%
BPB
483
Badgley, Phelps & Bell
Washington
$13.2M +$1.02M +8,586 +9%
WI
484
WBI Investments
New Jersey
$13.1M +$12.5M +106,076 New
PTC
485
Philadelphia Trust Company
Pennsylvania
$13M +$393K +3,318 +3%
TTWM
486
TCV Trust & Wealth Management
Virginia
$12.9M -$218K -1,844 -2%
CDH
487
Charles D. Hyman
$12.8M +$543K +4,592 +5%
NFC
488
Northeast Financial Consultants
Connecticut
$12.8M -$37K -313 -0.3%
SBH
489
Segall Bryant & Hamill
Illinois
$12.6M +$175K +1,475 +1%
MBTD
490
Mechanics Bank - Trust Department
California
$12.6M +$75.5K +638 +0.6%
AC
491
Allstate Corporation
Illinois
$12.4M -$502K -4,242 -4%
GAM
492
Guinness Asset Management
United Kingdom
$12.4M +$2.7M +22,800 +29%
SHCM
493
Stokes & Hubbell Capital Management
Louisiana
$12.4M -$391K -3,305 -3%
LSERS
494
Louisiana State Employees Retirement System
Louisiana
$12.4M +$11.8K +100 +0.1%
PHAM
495
Pacific Heights Asset Management
California
$12.3M -$5.92M -50,000 -33%
PFPT
496
Pinnacle Financial Partners (Tennessee)
Tennessee
$12.3M +$507K +4,285 +5%
SS
497
Simplicity Solutions
Minnesota
$12.2M +$934K +7,897 +9%
CIS
498
Connors Investor Services
Pennsylvania
$12.2M +$2.28M +19,311 +24%
CC
499
Cipher Capital
New York
$12M +$10.3M +86,796 +822%
PAM
500
Palisade Asset Management
Minnesota
$12M -$3.76M -31,754 -25%

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.