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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
HTHT
526
Hemenway Trust Hemenway Trust
New Hampshire
$11M +$2.24M +18,910 +27%
MIA
527
MainStreet Investment Advisors
Illinois
$10.9M +$658K +5,564 +7%
N
528
Natixis
France
$10.9M -$53.3M -450,348 -84%
DA
529
Duality Advisers
Florida
$10.9M +$10.5M +88,360 New
NRS
530
Neville Rodie & Shaw
New York
$10.8M -$248K -2,098 -2%
AAIM
531
American Assets Investment Management
California
$10.8M
FMII
532
Farmers & Merchants Investments Inc
Nebraska
$10.8M +$288K +2,438 +3%
H
533
HoyleCohen
California
$10.7M -$364K -3,077 -3%
IIM
534
Intact Investment Management
Quebec, Canada
$10.7M -$1.43M -12,100 -12%
BOTW
535
Bank of the West
California
$10.7M +$203K +1,714 +2%
FAB
536
First American Bank
Illinois
$10.6M -$234K -1,976 -2%
LMIM
537
Lockheed Martin Investment Management
Maryland
$10.6M +$10.2M +86,100 New
NB
538
NBT Bank
New York
$10.6M -$1.06K -9 -0%
AIA
539
Affinity Investment Advisors
California
$10.6M -$4.25M -35,924 -30%
RFA
540
Reilly Financial Advisors
California
$10.5M +$236K +1,991 +2%
ECM
541
ETrade Capital Management
Virginia
$10.4M -$403K -3,408 -4%
JAM
542
Jupiter Asset Management
United Kingdom
$10.4M -$1.75M -14,805 -15%
CCT
543
Country Club Trust
Missouri
$10.4M -$97.3K -822 -1%
ECM
544
Estabrook Capital Management
New York
$10.3M +$259K +2,192 +3%
OAM
545
Oak Asset Management
California
$10.3M -$420K -3,547 -4%
SCM
546
Stevens Capital Management
Pennsylvania
$10.3M +$9.88M +83,532 New
Credit Agricole
547
Credit Agricole
France
$10.3M +$72.6K +614 +0.7%
KRS
548
Kentucky Retirement Systems
Kentucky
$10.2M -$5.09K -43 -0.1%
GD
549
Grandfield & Dodd
New York
$10.2M -$786K -6,647 -7%
NC
550
Nicholas Company
Wisconsin
$10M +$3.55K +30 +0%

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.