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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
FM
776
Foster & Motley
Ohio
$5.58M -$306K -2,590 -5%
LIM
777
Leavell Investment Management
Alabama
$5.58M -$122K -1,035 -2%
AF
778
Allworth Financial
California
$5.55M -$748K -6,319 -12%
LWAC
779
Laurel Wealth Advisors (California)
California
$5.54M -$284K -2,400 -5%
CCM
780
Cohen Capital Management
California
$5.5M
SC
781
Stralem & Co
New York
$5.5M +$500K +4,225 +10%
SWP
782
Stratos Wealth Partners
Ohio
$5.46M -$43.8K -370 -0.8%
FMTC
783
Farmers & Merchants Trust Company
California
$5.45M +$775K +6,554 +17%
EIM
784
Essex Investment Management
Massachusetts
$5.45M -$79.3K -670 -1%
AT
785
Arden Trust
Delaware
$5.39M -$152K -1,283 -3%
CWP
786
Capital Wealth Planning
Florida
$5.38M -$57.7K -488 -1%
WC
787
Whitney & Co
New York
$5.36M +$260K +2,194 +5%
CCT
788
Chemung Canal Trust
New York
$5.35M +$900K +7,611 +21%
AHB
789
Abner Herrman & Brock
New Jersey
$5.32M +$83.3K +704 +2%
GCM
790
Garland Capital Management
Washington
$5.29M -$18.9K -160 -0.4%
TRCT
791
Tower Research Capital (TRC)
New York
$5.28M -$6.22M -52,532 -55%
RB
792
Rodgers Brothers
Pennsylvania
$5.27M +$27.2K +230 +0.5%
FBC
793
Fairfield, Bush & Co
Connecticut
$5.24M -$452K -3,823 -8%
BSW
794
Buckingham Strategic Wealth
Missouri
$5.22M +$1.55M +13,094 +45%
ACM
795
Aviance Capital Management
Florida
$5.21M +$4.64M +39,219 +1,260%
FNB
796
Farmers National Bank
Kentucky
$5.21M +$5M +42,281 New
LS
797
Livforsakringsbolaget Skandia
Sweden
$5.17M +$189K +1,600 +4%
WB
798
Webster Bank
Connecticut
$5.17M -$156K -1,317 -3%
EFIC
799
Eliot Finkel Investment Counsel
California
$5.14M -$61.5K -520 -1%
CCM
800
Coldstream Capital Management
Washington
$5.13M +$207K +1,751 +4%

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.