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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
BFIM
676
Beese Fulmer Investment Management
Ohio
$7.22M +$28.8K +238 +0.4%
SAM
677
Sompo Asset Management
Japan
$7.22M -$4.14M -34,200 -37%
SS
678
Simplicity Solutions
Minnesota
$7.22M -$5.01M -41,437 -42%
PWP
679
Private Wealth Partners
California
$7.19M +$87.7K +725 +1%
VFA
680
Voya Financial Advisors
Connecticut
$7.17M +$323K +2,669 +5%
ARMC
681
American Research & Management Company
Massachusetts
$7.12M +$122K +1,006 +2%
TCOT
682
Trust Company of Toledo
Ohio
$7.1M -$338K -2,799 -5%
CIA
683
Covington Investment Advisors
Pennsylvania
$7.04M -$46.3K -383 -0.7%
AC
684
Alley Company
Illinois
$7.03M +$273K +2,261 +4%
FFA
685
First Foundation Advisors
California
$7.03M +$1.82M +15,058 +36%
LIC
686
Lodestar Investment Counsel
Illinois
$7.01M +$257K +2,125 +4%
AMI
687
Amica Mutual Insurance
Rhode Island
$6.96M -$397K -3,285 -6%
EWM
688
Edge Wealth Management
New York
$6.95M +$1.06M +8,751 +18%
JWM
689
Jupiter Wealth Management
Colorado
$6.94M -$16.4K -136 -0.2%
LPT
690
Legacy Private Trust
Wisconsin
$6.94M -$51.9K -429 -0.8%
CIA
691
Capital Investment Advisors
Georgia
$6.91M +$8.46K +70 +0.1%
Kayne Anderson Rudnick Investment Management
692
Kayne Anderson Rudnick Investment Management
California
$6.91M +$91.2K +754 +1%
ZCA
693
Zeke Capital Advisors
Pennsylvania
$6.9M -$299K -2,474 -4%
MIC
694
Meridian Investment Counsel
California
$6.9M +$3.99K +33 +0.1%
AIM
695
Axiom Investment Management
New York
$6.9M +$110K +908 +2%
MAA
696
Matrix Asset Advisors
New York
$6.88M -$748K -6,188 -10%
BCM
697
Birmingham Capital Management
Alabama
$6.86M -$30.2K -250 -0.5%
FDCDDQ
698
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.86M +$279K +2,311 +4%
HC
699
Hourglass Capital
Texas
$6.86M +$3.04M +25,150 +84%
SAA
700
Southeast Asset Advisors
Georgia
$6.85M -$135K -1,120 -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.