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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
CNBT
626
Canandaigua National Bank & Trust
New York
$8.16M +$118K +995 +2%
SFS
627
Sowell Financial Services
Arkansas
$8.16M -$47.1K -398 -0.6%
DIA
628
Dean Investment Associates
Ohio
$8.16M +$151K +1,276 +2%
KB
629
Kimelman & Baird
New York
$8.15M -$207K -1,750 -3%
CTA
630
Chesley Taft & Associates
Illinois
$8.13M +$215K +1,814 +3%
PP
631
Patten & Patten
Tennessee
$8.09M +$46.5K +393 +0.6%
FHB
632
First Hawaiian Bank
Hawaii
$8.07M -$1.52M -12,876 -16%
JWBC
633
J.W. Burns & Co
New York
$8.07M +$6.86K +58 +0.1%
PCM
634
Palisade Capital Management
New Jersey
$8.06M +$2.85M +24,115 +58%
HEIP
635
Hudson Edge Investment Partners
New Jersey
$8.05M -$3.93M -33,199 -34%
AAM
636
Autus Asset Management
Arizona
$8.03M +$179K +1,514 +2%
BWM
637
Buckley Wealth Management
Nevada
$8.02M -$293K -2,480 -4%
AP
638
Advisor Partners
California
$7.98M +$579K +4,891 +8%
VCM
639
Violich Capital Management
California
$7.98M -$40.2K -340 -0.5%
SCM
640
Schnieders Capital Management
California
$7.98M +$1.2M +10,143 +19%
BOH
641
Bank of Hawaii
Hawaii
$7.92M -$124K -1,048 -2%
DWA
642
Douglass Winthrop Advisors
New York
$7.89M +$92.3K +780 +1%
SGAM
643
Steinberg Global Asset Management
Florida
$7.83M +$32.2K +272 +0.4%
PPCM
644
Pillar Pacific Capital Management
California
$7.82M -$16K -135 -0.2%
CANC
645
Culbertson A N & Co
Virginia
$7.81M -$119K -1,003 -2%
FFBTD
646
First Financial Bank - Trust Division
Ohio
$7.8M +$42K +355 +0.6%
VCA
647
Verdence Capital Advisors
Maryland
$7.79M -$727K -6,149 -9%
SRAM
648
Stone Ridge Asset Management
New York
$7.78M -$1.06M -9,000 -12%
PCA
649
Peddock Capital Advisors
Massachusetts
$7.73M +$61.3K +518 +0.8%
TU
650
TDAM USA
Ontario, Canada
$7.7M -$382K -3,231 -5%

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.