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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
Lazard Asset Management
51
Lazard Asset Management
New York
$541M +$44.2M +373,469 +9%
Principal Financial Group
52
Principal Financial Group
Iowa
$519M -$8.13M -68,732 -2%
AIG
53
American International Group
New York
$493M -$18.2M -153,928 -4%
Barclays
54
Barclays
United Kingdom
$482M +$295M +2,496,805 +176%
CS
55
Credit Suisse
Switzerland
$440M -$83.7M -707,098 -17%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$427M -$10.5M -88,872 -3%
CSIA
57
Charles Schwab Investment Advisory
California
$426M +$11M +93,328 +3%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$416M -$7.08M -59,823 -2%
APG Asset Management
59
APG Asset Management
Netherlands
$379M +$27.8M +234,800 +7%
New York State Teachers Retirement System (NYSTRS)
60
New York State Teachers Retirement System (NYSTRS)
New York
$366M -$3.94M -33,335 -1%
AL
61
AJO LP
Pennsylvania
$358M +$176M +1,485,265 +104%
DZ Bank
62
DZ Bank
Germany
$353M -$21.9M -185,217 -6%
Lord, Abbett & Co
63
Lord, Abbett & Co
New Jersey
$349M -$66.7M -563,870 -17%
Two Sigma Advisers
64
Two Sigma Advisers
New York
$337M +$5.54M +46,800 +2%
O
65
OppenheimerFunds
New York
$331M +$16.5M +139,784 +5%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$324M +$39.3M +332,148 +14%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$322M +$2.41M +20,341 +0.8%
Fidelity International
68
Fidelity International
Bermuda
$305M +$108M +913,021 +58%
PP
69
Prudential plc
United Kingdom
$303M -$4.08M -34,477 -1%
BGIM
70
Brandywine Global Investment Management
Pennsylvania
$301M +$28.8M +243,486 +11%
A
71
AustralianSuper
Australia
$294M
Stifel Financial
72
Stifel Financial
Missouri
$281M +$13.4M +112,960 +5%
US Bancorp
73
US Bancorp
Minnesota
$281M -$3.93M -33,193 -1%
Allianz Asset Management
74
Allianz Asset Management
Germany
$277M -$30.6M -259,003 -10%
VOYA Investment Management
75
VOYA Investment Management
Georgia
$275M -$72.5M -612,902 -22%

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.