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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
KCM
501
Kanawha Capital Management
Virginia
$11.9M -$148K -1,248 -1%
Jones Financial Companies
502
Jones Financial Companies
Missouri
$11.9M -$165K -1,391 -1%
MAM
503
Majedie Asset Management
United Kingdom
$11.9M -$640K -5,412 -5%
CGH
504
Crossmark Global Holdings
Texas
$11.8M -$38.6K -326 -0.3%
HC
505
Henshaw Capital
Massachusetts
$11.8M
OWD
506
Osborn Williams & Donohoe
Ohio
$11.8M +$1.87M +15,775 +20%
TCOV
507
Trust Company of Vermont
Vermont
$11.7M -$331K -2,800 -3%
FBP
508
Flippin Bruce & Porter
Virginia
$11.6M +$115K +972 +1%
NLGIA
509
Nippon Life Global Investors Americas
New York
$11.6M -$2.31M -19,510 -17%
EGA
510
Eagle Global Advisors
Texas
$11.5M -$214K -1,809 -2%
PCM
511
Parsons Capital Management
Rhode Island
$11.5M -$116K -979 -1%
CAM
512
Carret Asset Management
New York
$11.4M -$77.5K -655 -0.7%
HAI
513
Hennessy Advisors Inc
California
$11.4M -$169K -1,430 -2%
SAM
514
Sompo Asset Management
Japan
$11.4M -$1.03M -8,700 -9%
CM
515
Castleark Management
Illinois
$11.3M +$476K +4,020 +5%
Carson Wealth (CWM LLC)
516
Carson Wealth (CWM LLC)
Nebraska
$11.3M +$9.95M +84,067 +350%
UH
517
Unigestion Holding
Switzerland
$11.3M +$1.02M +8,616 +10%
VV
518
Verity & Verity
South Carolina
$11.3M +$568K +4,802 +6%
CCMD
519
Cypress Capital Management (Delaware)
Delaware
$11.2M +$583K +4,930 +6%
AWM
520
AE Wealth Management
Kansas
$11.2M +$723K +6,110 +7%
BBHC
521
Brown Brothers Harriman & Co
New York
$11.2M +$107K +903 +1%
CRC
522
Curi RMB Capital
Illinois
$11.2M -$335K -2,832 -3%
CC
523
Courier Capital
New York
$11.2M -$42.7K -361 -0.4%
SDJVC
524
St. Denis J. Villere & Co
Louisiana
$11.1M +$4M +33,841 +60%
CIC
525
Cutler Investment Counsel
Oregon
$11M -$79.3K -670 -0.7%

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.