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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
FMBTD
676
First Midwest Bank Trust Division
Illinois
$7.21M -$167K -1,408 -2%
FCBT
677
First Citizens Bank & Trust
North Carolina
$7.15M -$465K -3,928 -6%
BAC
678
Boys Arnold & Co
North Carolina
$7.14M -$263K -2,223 -4%
ZCA
679
Zeke Capital Advisors
Pennsylvania
$7.14M +$14.8K +125 +0.2%
BFIM
680
Beese Fulmer Investment Management
Ohio
$7.12M +$62.5K +528 +0.9%
PWLP
681
Prio Wealth Limited Partnership
Massachusetts
$7.11M -$185K -1,562 -3%
CI
682
Cigna Investments
Connecticut
$7.09M -$221K -1,865 -3%
AUB
683
Atlantic Union Bankshares
Virginia
$7.04M -$427K -3,607 -6%
PWP
684
Private Wealth Partners
California
$7.03M +$150K +1,271 +2%
CIA
685
Covington Investment Advisors
Pennsylvania
$7.02M +$43.2K +365 +0.6%
GI
686
GAMCO Investors
Connecticut
$6.96M +$1.71M +14,468 +34%
DSI
687
Daiwa SB Investments
Japan
$6.95M
Nomura Holdings
688
Nomura Holdings
Japan
$6.92M +$1.64M +13,838 +33%
ARMC
689
American Research & Management Company
Massachusetts
$6.92M +$449K +3,794 +7%
SAA
690
Southeast Asset Advisors
Georgia
$6.92M -$15.3K -129 -0.2%
LPT
691
Legacy Private Trust
Wisconsin
$6.92M +$631K +5,332 +10%
AF
692
Ally Financial
Michigan
$6.9M
HT
693
Heritage Trust
Oklahoma
$6.86M +$4.43M +37,415 +205%
UR
694
USCA RIA
Texas
$6.86M +$119K +1,004 +2%
VFA
695
Voya Financial Advisors
Connecticut
$6.84M +$253K +2,135 +4%
CIA
696
Capital Investment Advisors
Georgia
$6.83M -$28.4K -240 -0.4%
MIC
697
Meridian Investment Counsel
California
$6.83M
BCM
698
Birmingham Capital Management
Alabama
$6.82M -$20.1K -170 -0.3%
1IA
699
1834 Investment Advisors
Wisconsin
$6.82M +$140K +1,180 +2%
CIC
700
Carnegie Investment Counsel
Ohio
$6.79M +$2.9M +24,545 +80%

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.