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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
PJSIMP
726
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.38M -$38.6K -326 -0.6%
MDCM
727
Morgan Dempsey Capital Management
Wisconsin
$6.33M +$346K +2,927 +6%
FMC
728
First Merchants Corp
Indiana
$6.32M +$230K +1,941 +4%
FVCM
729
F&V Capital Management
Florida
$6.31M -$550K -4,645 -8%
IAA
730
Independent Advisor Alliance
North Carolina
$6.29M +$329K +2,778 +6%
MWA
731
Meridian Wealth Advisors
Texas
$6.28M +$111K +939 +2%
GLLW
732
Graves Light Lenhart Wealth
Virginia
$6.25M +$46K +389 +0.8%
WSTAM
733
Wilbanks Smith & Thomas Asset Management
Virginia
$6.24M +$222K +1,879 +4%
MPM
734
Meritage Portfolio Management
Kansas
$6.18M -$167K -1,408 -3%
BC
735
Brookfield Corp
Ontario, Canada
$6.17M
SBIA
736
Sheaff Brock Investment Advisors
Indiana
$6.15M -$16.6K -140 -0.3%
IIM
737
Ipswich Investment Management
Massachusetts
$6.15M +$42.6K +360 +0.7%
CIC
738
Cornercap Investment Counsel
Georgia
$6.14M -$26.6K -225 -0.4%
MFBTD
739
MB Financial Bank - Trust Department
Illinois
$6.13M +$629K +5,316 +12%
ELI
740
Empire Life Investments
Ontario, Canada
$6.13M +$76.7K +648 +1%
BFA
741
Bragg Financial Advisors
North Carolina
$6.12M -$129K -1,092 -2%
RP
742
Rowlandmiller & Partners
Georgia
$6.12M +$247K +2,090 +4%
FIB
743
First Interstate Bank
Montana
$6.11M -$89.9K -760 -2%
FNBT
744
FineMark National Bank & Trust
Florida
$6.1M -$49.8K -421 -0.8%
GF
745
Goodman Financial
Texas
$6.1M +$38.3K +324 +0.7%
VanEck Associates
746
VanEck Associates
New York
$6.08M -$445K -3,760 -7%
HT
747
HighTower Trust
Texas
$6.08M -$3.08K -26 -0.1%
SCA
748
Stonebridge Capital Advisors
Minnesota
$6.07M +$461K +3,900 +9%
TNBTD
749
Trustmark National Bank Trust Department
Mississippi
$6.06M -$247K -2,085 -4%
MCM
750
Murphy Capital Management
New Jersey
$6.06M -$103K -868 -2%

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.