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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
Carson Wealth (CWM LLC)
526
Carson Wealth (CWM LLC)
Nebraska
$11.3M
MIA
527
MainStreet Investment Advisors
Illinois
$11.3M +$257K +2,125 +2%
WSFS
528
Wilmington Savings Fund Society
Delaware
$11.3M +$3.45M +28,498 +46%
FMII
529
Farmers & Merchants Investments Inc
Nebraska
$11.2M +$348K +2,876 +3%
BOTW
530
Bank of the West
California
$11.2M +$443K +3,665 +4%
SOAMC
531
Spirit of America Management Corp
New York
$11.2M +$3.75M +31,015 +52%
CGM
532
Centenus Global Management
New York
$11.2M +$3.63M +30,000 +50%
QIM
533
Quantitative Investment Management
Virginia
$11.1M +$10.8M +89,388 New
CC
534
Courier Capital
New York
$11.1M -$163K -1,344 -1%
CIC
535
Cutler Investment Counsel
Oregon
$11.1M -$49.7K -411 -0.5%
ECM
536
ETrade Capital Management
Virginia
$11.1M +$557K +4,606 +5%
QI
537
QV Investors
Alberta, Canada
$11.1M +$10.8M +89,130 New
PCM
538
Parsons Capital Management
Rhode Island
$11M -$579K -4,789 -5%
KRS
539
Kentucky Retirement Systems
Kentucky
$11M +$682K +5,640 +7%
CRC
540
Curi RMB Capital
Illinois
$10.9M -$354K -2,924 -3%
HAI
541
Hennessy Advisors Inc
California
$10.9M -$605K -5,000 -5%
FAB
542
First American Bank
Illinois
$10.7M -$15.5K -128 -0.1%
IIM
543
Intact Investment Management
Quebec, Canada
$10.7M -$96.7K -800 -0.9%
H
544
HoyleCohen
California
$10.7M -$157K -1,299 -1%
BBHC
545
Brown Brothers Harriman & Co
New York
$10.6M -$685K -5,667 -6%
ECM
546
Estabrook Capital Management
New York
$10.6M +$144K +1,188 +1%
NRS
547
Neville Rodie & Shaw
New York
$10.6M -$343K -2,835 -3%
FAAS
548
First Allied Advisory Services
California
$10.6M +$522K +4,314 +5%
CG
549
Carmignac Gestion
France
$10.5M +$10.3M +84,774 New
Credit Agricole
550
Credit Agricole
France
$10.5M +$166K +1,371 +2%

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.