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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
BCM
801
Brookmont Capital Management
Texas
$5.12M +$6.27K +53 +0.1%
FFA
802
First Foundation Advisors
California
$5.1M +$108K +916 +2%
SWM
803
SVA Wealth Management
Wisconsin
$5.09M +$152K +1,284 +3%
LNWWM
804
Laird Norton Wetherby Wealth Management
California
$5.09M +$257K +2,173 +6%
LB
805
Landmark Bank
Missouri
$5.09M +$1.34M +11,362 +38%
CA
806
Clearstead Advisors
Ohio
$5.09M -$219K -1,853 -4%
OPCM
807
Osborne Partners Capital Management
California
$5.05M +$1.76M +14,843 +57%
CBN
808
Cadence Bank NA
Texas
$5M -$41.6K -352 -0.9%
APSI
809
Asset Planning Services Inc
Louisiana
$4.97M -$5.92K -50 -0.1%
GHAM
810
Gilman Hill Asset Management
Connecticut
$4.96M +$139K +1,171 +3%
BFEC
811
Benjamin F. Edwards & Company
Missouri
$4.96M +$1.44M +12,149 +43%
CAM
812
Columbia Asset Management
Michigan
$4.95M -$10.4K -88 -0.2%
PTC
813
Private Trust Company
Ohio
$4.93M -$39.2K -331 -0.8%
RWA
814
Ropes Wealth Advisors
Massachusetts
$4.93M -$5.92K -50 -0.1%
CCP
815
Corient Capital Partners
California
$4.92M +$1.31M +11,113 +39%
LG
816
LaFleur & Godfrey
Michigan
$4.91M -$27.9K -236 -0.6%
SWM
817
Stockman Wealth Management
Montana
$4.91M +$34.5K +292 +0.7%
Cerity Partners
818
Cerity Partners
New York
$4.91M +$412K +3,479 +10%
TWA
819
TCI Wealth Advisors
Arizona
$4.89M -$54.3K -459 -1%
BMO
820
Beck Mack & Oliver
New York
$4.88M -$510K -4,307 -10%
MMA
821
Miracle Mile Advisors
California
$4.86M +$4.04M +34,156 +649%
BFO
822
Boston Family Office
Massachusetts
$4.86M +$49.5K +418 +1%
BIAS
823
Beacon Investment Advisory Services
New Jersey
$4.85M
SCM
824
Sitrin Capital Management
California
$4.85M +$41.8K +353 +0.9%
CAM
825
Cozad Asset Management
Illinois
$4.85M +$1.03M +8,721 +28%

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.