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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
EIM
726
Essex Investment Management
Massachusetts
$6.46M +$931K +7,700 +17%
BCM
727
Buckhead Capital Management
Georgia
$6.44M +$494K +4,087 +9%
EWA
728
EP Wealth Advisors
California
$6.39M +$305K +2,525 +5%
GLLW
729
Graves Light Lenhart Wealth
Virginia
$6.39M +$67.7K +560 +1%
MWA
730
Meridian Wealth Advisors
Texas
$6.36M -$6.89K -57 -0.1%
Voloridge Investment Management
731
Voloridge Investment Management
Florida
$6.35M +$6.17M +51,044 New
CRWM
732
Castle Rock Wealth Management
California
$6.33M +$2.91M +24,060 +90%
BSW
733
Buckingham Strategic Wealth
Missouri
$6.32M +$1.02M +8,423 +20%
MCM
734
Murphy Capital Management
New Jersey
$6.29M +$155K +1,286 +3%
MCM
735
Maryland Capital Management
Maryland
$6.28M +$268K +2,216 +5%
IIM
736
Ipswich Investment Management
Massachusetts
$6.25M +$33.3K +275 +0.6%
GF
737
Goodman Financial
Texas
$6.23M +$72.4K +599 +1%
SFS
738
Strategic Financial Services
New York
$6.23M +$1.6M +13,191 +36%
FVCM
739
F&V Capital Management
Florida
$6.22M -$157K -1,295 -3%
CW
740
Cobiz Wealth
Colorado
$6.18M -$349K -2,888 -5%
RP
741
Rowlandmiller & Partners
Georgia
$6.18M +$36.6K +303 +0.6%
CIC
742
Cornercap Investment Counsel
Georgia
$6.17M -$35.3K -292 -0.6%
IAA
743
Independent Advisor Alliance
North Carolina
$6.17M +$247K +2,039 +4%
PJSIMP
744
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.17M -$265K -2,194 -4%
FMC
745
First Merchants Corp
Indiana
$6.17M -$207K -1,716 -3%
CCM
746
Cohen Capital Management
California
$6.13M +$554K +4,578 +10%
SCA
747
Stonebridge Capital Advisors
Minnesota
$6.09M -$36.8K -304 -0.6%
FBT
748
First Bankers Trust
Kentucky
$6.09M +$205K +1,697 +4%
CA
749
CastleArk Alternatives
Illinois
$6.09M -$8.04M -66,500 -58%
WWM
750
Willingdon Wealth Management
North Carolina
$6.08M +$113K +937 +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.