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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
ANBT
751
American National Bank & Trust
Texas
$6.03M -$192K -1,627 -3%
CI
752
Conning Inc
Connecticut
$6.03M -$5.92K -50 -0.1%
EWA
753
EP Wealth Advisors
California
$6.02M +$70K +592 +1%
CCM
754
Cadence Capital Management
Massachusetts
$5.98M -$242K -2,045 -4%
BRWM
755
B. Riley Wealth Management
Tennessee
$5.96M +$127K +1,076 +2%
MCM
756
Maryland Capital Management
Maryland
$5.94M +$524K +4,431 +10%
KC
757
Kepos Capital
New York
$5.93M +$5.69M +48,117 New
HCA
758
Harbour Capital Advisors
Virginia
$5.91M -$614K -5,191 -10%
WWM
759
Willingdon Wealth Management
North Carolina
$5.9M +$112K +945 +2%
BCM
760
Buckhead Capital Management
Georgia
$5.87M +$39.6K +335 +0.7%
AIP
761
Ameritas Investment Partners
Nebraska
$5.86M -$10.2K -86 -0.2%
EWM
762
Edge Wealth Management
New York
$5.84M +$1.46M +12,333 +35%
FBT
763
First Bankers Trust
Kentucky
$5.82M -$5.71M -48,222 -51%
SEC
764
Seven Eight Capital
New York
$5.78M -$8.78M -74,200 -61%
PWW
765
Pettyjohn Wood & White
Virginia
$5.76M +$32.5K +275 +0.6%
BIA
766
Biondo Investment Advisors
Pennsylvania
$5.74M +$23.2K +196 +0.4%
LKIM
767
Lawson Kroeker Investment Management
Nebraska
$5.74M -$61.9K -523 -1%
CCFCSB
768
Cape Cod Five Cents Savings Bank
Massachusetts
$5.72M -$108K -914 -2%
VAS
769
Vestmark Advisory Solutions
Massachusetts
$5.7M +$5.47M +46,257 New
SSA
770
Schonfeld Strategic Advisors
New York
$5.68M +$5.45M +46,100 New
SHGA
771
Sand Hill Global Advisors
California
$5.66M +$276K +2,329 +5%
NEAM
772
New England Asset Management
Connecticut
$5.66M +$171K +1,445 +3%
SCA
773
Snowden Capital Advisors
New York
$5.64M +$151K +1,280 +3%
MAM
774
Mastrapasqua Asset Management
Tennessee
$5.63M +$174K +1,472 +3%
BUB
775
BBVA USA Bancshares
Texas
$5.6M +$104K +878 +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.