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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
Skandinaviska Enskilda Banken (SEB)
551
Skandinaviska Enskilda Banken (SEB)
Sweden
$10M +$734K +6,200 +8%
Marshall Wace
552
Marshall Wace
United Kingdom
$10M +$9.64M +81,470 New
FSA
553
Franklin Street Advisors
North Carolina
$10M -$163K -1,377 -2%
CFG
554
Citizens Financial Group
Rhode Island
$10M +$113K +954 +1%
GP
555
Greenline Partners
New York
$10M +$528K +4,465 +6%
SC
556
SouthState Corp
Florida
$9.99M -$444K -3,756 -4%
FAAS
557
First Allied Advisory Services
California
$9.88M +$17.9K +151 +0.2%
BCP
558
Blue Chip Partners
Michigan
$9.86M +$1.59M +13,406 +20%
LRPA
559
L. Roy Papp & Associates
Arizona
$9.84M -$457K -3,865 -5%
LC
560
Lourd Capital
California
$9.82M -$1.3M -10,960 -12%
CA
561
Callahan Advisors
Texas
$9.77M -$126K -1,062 -1%
RC
562
RegentAtlantic Capital
New Jersey
$9.76M -$168K -1,416 -2%
TI
563
Trexquant Investment
Connecticut
$9.75M +$9.37M +79,185 New
SSWM
564
Smith Salley Wealth Management
North Carolina
$9.74M +$201K +1,696 +2%
BCM
565
BTC Capital Management
Iowa
$9.72M +$21.4K +181 +0.2%
RIG
566
Roosevelt Investment Group
New York
$9.65M +$1.98M +16,761 +27%
CB
567
Chemical Bank
Michigan
$9.64M -$932K -7,878 -9%
PA
568
Pinnacle Associates
New York
$9.62M -$227K -1,919 -2%
Qube Research & Technologies (QRT)
569
Qube Research & Technologies (QRT)
United Kingdom
$9.62M +$9.24M +78,096 New
M
570
MOTCO
Texas
$9.57M +$89.8K +759 +1%
CT
571
Cambridge Trust
Massachusetts
$9.57M +$281K +2,375 +3%
GG
572
Greenwood Gearhart
Arkansas
$9.55M -$94.1K -795 -1%
TCM
573
Tufton Capital Management
Maryland
$9.52M +$413K +3,495 +5%
MC
574
Moors & Cabot
Massachusetts
$9.51M +$17.5K +148 +0.2%
CSS
575
Cubist Systematic Strategies
Connecticut
$9.49M +$8.83M +74,666 +3,111%

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.