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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
MDCM
701
Morgan Dempsey Capital Management
Wisconsin
$6.85M +$443K +3,665 +7%
NCM
702
Novare Capital Management
North Carolina
$6.84M +$100K +828 +2%
HT
703
Heritage Trust
Oklahoma
$6.8M -$121K -1,002 -2%
VFM
704
Viking Fund Management
North Dakota
$6.79M -$750K -6,200 -10%
Jacobs Levy Equity Management
705
Jacobs Levy Equity Management
New Jersey
$6.78M -$16M -132,494 -71%
EGM
706
Engineers Gate Manager
New York
$6.78M +$5.77M +47,723 +705%
MERSOM
707
Municipal Employees' Retirement System of Michigan
Michigan
$6.75M +$170K +1,410 +3%
KPCM
708
Kings Point Capital Management
New York
$6.75M +$293K +2,427 +5%
SCI
709
S&CO Inc
Massachusetts
$6.72M -$12.1K -100 -0.2%
BPM
710
Bowling Portfolio Management
Ohio
$6.71M +$118K +978 +2%
CCFCSB
711
Cape Cod Five Cents Savings Bank
Massachusetts
$6.69M +$879K +7,272 +16%
FB
712
Fulton Bank
Pennsylvania
$6.68M +$25.4K +210 +0.4%
CSS
713
Cubist Systematic Strategies
Connecticut
$6.68M -$2.82M -23,357 -30%
PTB
714
Pioneer Trust Bank
Oregon
$6.68M +$123K +1,015 +2%
KLWA
715
Kelly Lawrence W & Associates
California
$6.67M -$135K -1,120 -2%
GSBTD
716
Glenview State Bank Trust Department
Illinois
$6.64M -$37.2K -308 -0.6%
CCM
717
Channing Capital Management
Illinois
$6.62M +$6.43M +53,165 New
LA
718
Lynch & Associates
Indiana
$6.58M -$33.1K -274 -0.5%
GH
719
GAM Holding
Switzerland
$6.58M -$780K -6,449 -11%
DF
720
Donoghue Forlines
Massachusetts
$6.57M +$6.39M +52,814 New
WSTAM
721
Wilbanks Smith & Thomas Asset Management
Virginia
$6.56M +$250K +2,070 +4%
LNWWM
722
Laird Norton Wetherby Wealth Management
California
$6.51M +$1.32M +10,932 +26%
SPC
723
Sigma Planning Corp
Michigan
$6.5M -$256K -2,120 -4%
VCA
724
Verdence Capital Advisors
Maryland
$6.5M -$1.33M -11,024 -17%
SFM
725
Systematic Financial Management
New Jersey
$6.48M -$268K -2,213 -4%

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.