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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
ARTA
776
A.R.T. Advisors
New York
$5.58M -$3.2M -26,500 -37%
LWAC
777
Laurel Wealth Advisors (California)
California
$5.57M -$16.9K -140 -0.3%
MCM
778
Mengis Capital Management
Oregon
$5.54M +$1.17M +9,687 +28%
ANBT
779
American National Bank & Trust
Texas
$5.54M -$538K -4,447 -9%
NEIRG
780
New England Investment & Retirement Group
Massachusetts
$5.51M +$5.36M +44,315 New
SWP
781
Stratos Wealth Partners
Ohio
$5.49M -$21K -174 -0.4%
EFIC
782
Eliot Finkel Investment Counsel
California
$5.46M +$250K +2,070 +5%
BFO
783
Boston Family Office
Massachusetts
$5.43M +$512K +4,238 +11%
FNB
784
Farmers National Bank
Kentucky
$5.41M +$146K +1,206 +3%
BFIC
785
Bedell Frazier Investment Counselling
California
$5.41M -$2.94M -24,275 -36%
AHB
786
Abner Herrman & Brock
New Jersey
$5.4M +$23.1K +191 +0.4%
WIA
787
Wealthstreet Investment Advisors
Texas
$5.38M +$538K +4,447 +11%
GCM
788
Garland Capital Management
Washington
$5.34M -$3.02K -25 -0.1%
AR
789
Advisory Research
Illinois
$5.34M +$2.95M +24,369 +131%
VAS
790
Vestmark Advisory Solutions
Massachusetts
$5.32M -$425K -3,515 -8%
PTC
791
Private Trust Company
Ohio
$5.31M +$316K +2,617 +7%
FMTC
792
Farmers & Merchants Trust Company
California
$5.28M -$220K -1,822 -4%
RB
793
Rodgers Brothers
Pennsylvania
$5.28M -$47.9K -396 -0.9%
IB
794
Intrust Bank
Kansas
$5.25M +$535K +4,427 +12%
NA
795
NewEdge Advisors
Louisiana
$5.23M +$592K +4,898 +13%
FLPIM
796
F.L. Putnam Investment Management
Massachusetts
$5.23M +$3.4M +28,151 +203%
WB
797
Webster Bank
Connecticut
$5.22M -$242 -2 -0%
CAM
798
Cozad Asset Management
Illinois
$5.21M +$299K +2,470 +6%
AT
799
Arden Trust
Delaware
$5.2M -$238K -1,971 -5%
CCM
800
Coldstream Capital Management
Washington
$5.2M +$8.46K +70 +0.2%

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.