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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
Mackenzie Financial
576
Mackenzie Financial
Ontario, Canada
$9.71M -$17.3M -142,896 -65%
GAM
577
Guinness Asset Management
United Kingdom
$9.71M -$2.76M -22,800 -23%
RC
578
RegentAtlantic Capital
New Jersey
$9.6M -$258K -2,130 -3%
PA
579
Pinnacle Associates
New York
$9.54M -$171K -1,415 -2%
CIC
580
Carnegie Investment Counsel
Ohio
$9.53M +$2.59M +21,395 +39%
CIA
581
CCM Investment Advisers
South Carolina
$9.51M -$62.2K -514 -0.7%
HCM
582
Howland Capital Management
Massachusetts
$9.49M +$81.5K +674 +0.9%
GIM
583
Grassi Investment Management
California
$9.49M -$11.6K -96 -0.1%
I
584
IberiaBank
Louisiana
$9.48M +$358K +2,958 +4%
BBA
585
BLB&B Advisors
Pennsylvania
$9.43M -$76.5K -633 -0.8%
AAS
586
Avantax Advisory Services
Texas
$9.43M -$55.4K -458 -0.6%
JC
587
Jacobs & Co
California
$9.37M +$441K +3,644 +5%
BRCM
588
Bright Rock Capital Management
Massachusetts
$9.33M +$967K +8,000 +12%
FFBTD
589
First Financial Bank - Trust Division
Ohio
$9.33M +$1.41M +11,667 +18%
MAM
590
Meeder Asset Management
Ohio
$9.31M +$306K +2,529 +4%
BCM
591
BTC Capital Management
Iowa
$9.24M -$557K -4,608 -6%
CA
592
Cetera Advisors
Colorado
$9.22M +$927K +7,664 +12%
WS
593
Wedbush Securities
California
$9.21M +$236K +1,950 +3%
AAA
594
Adams Asset Advisors
Texas
$9.19M -$182K -1,502 -2%
GW
595
GW & Wade
Massachusetts
$9.16M +$22K +182 +0.2%
LWCFA
596
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9.13M +$636K +5,260 +8%
SLI
597
Sumitomo Life Insurance
Japan
$9.11M +$1.35M +11,136 +18%
SCM
598
Schnieders Capital Management
California
$9.09M +$997K +8,247 +13%
NMIMC
599
Northwestern Mutual Investment Management Company
Wisconsin
$8.99M -$26.2M -216,471 -75%
MIM
600
Montgomery Investment Management
Maryland
$8.98M -$72.5K -600 -0.8%

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.