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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
PTC
501
Philadelphia Trust Company
Pennsylvania
$12.2M -$903K -7,465 -7%
OWD
502
Osborn Williams & Donohoe
Ohio
$12.2M +$600K +4,962 +5%
JIR
503
James Investment Research
Ohio
$12.2M +$2.82M +23,345 +31%
SDJVC
504
St. Denis J. Villere & Co
Louisiana
$12.1M +$849K +7,019 +8%
PAM
505
Palisade Asset Management
Minnesota
$12M -$47.5K -393 -0.4%
LSERS
506
Louisiana State Employees Retirement System
Louisiana
$12M -$580K -4,800 -5%
TCOV
507
Trust Company of Vermont
Vermont
$12M +$215K +1,777 +2%
MAM
508
Majedie Asset Management
United Kingdom
$12M -$34.5K -285 -0.3%
KCM
509
Kanawha Capital Management
Virginia
$12M -$59K -488 -0.5%
MA
510
Montag & Associates
Georgia
$12M -$1.43M -11,813 -11%
MBTD
511
Mechanics Bank - Trust Department
California
$11.9M -$762K -6,298 -6%
FBP
512
Flippin Bruce & Porter
Virginia
$11.9M +$151K +1,250 +1%
HC
513
Henshaw Capital
Massachusetts
$11.9M
AAIM
514
American Assets Investment Management
California
$11.8M +$886K +7,330 +8%
CCMD
515
Cypress Capital Management (Delaware)
Delaware
$11.8M +$480K +3,970 +4%
CC
516
Cadinha & Co
Hawaii
$11.8M +$2.54M +20,997 +28%
RFA
517
Reilly Financial Advisors
California
$11.8M +$1.19M +9,836 +12%
HTHT
518
Hemenway Trust Hemenway Trust
New Hampshire
$11.8M +$639K +5,285 +6%
BG
519
Bollard Group
Massachusetts
$11.7M +$2.56M +21,181 +29%
EGA
520
Eagle Global Advisors
Texas
$11.7M +$22.6K +187 +0.2%
CAM
521
Carret Asset Management
New York
$11.6M +$74.8K +619 +0.7%
AI
522
Atria Investments
North Carolina
$11.6M +$3.31M +27,336 +39%
VV
523
Verity & Verity
South Carolina
$11.4M +$18.1K +150 +0.2%
JG
524
Jefferies Group
New York
$11.4M -$2.56M -21,175 -19%
Canada Pension Plan Investment Board
525
Canada Pension Plan Investment Board
Ontario, Canada
$11.3M -$8.3M -68,680 -43%

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.