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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
BCM
801
Brookmont Capital Management
Texas
$5.19M +$22.4K +185 +0.4%
RWA
802
Ropes Wealth Advisors
Massachusetts
$5.16M +$175K +1,447 +4%
SWM
803
Stockman Wealth Management
Montana
$5.16M +$195K +1,615 +4%
KFS
804
Kurt F. Somerville
$5.14M +$420K +3,470 +9%
AC
805
Abbrea Capital
California
$5.14M +$1.82M +15,090 +58%
CCT
806
Chemung Canal Trust
New York
$5.12M -$275K -2,276 -5%
APSI
807
Asset Planning Services Inc
Louisiana
$5.12M +$93.7K +775 +2%
FAIM
808
Financial Advocates Investment Management
Washington
$5.11M +$258K +2,132 +5%
WI
809
WBI Investments
New Jersey
$5.11M -$7.86M -65,033 -61%
BFEC
810
Benjamin F. Edwards & Company
Missouri
$5.08M +$68.1K +563 +1%
GIP
811
Granite Investment Partners
California
$5.03M +$169K +1,395 +4%
CBN
812
Cadence Bank NA
Texas
$5.01M -$41.7K -345 -0.8%
CA
813
Clearstead Advisors
Ohio
$5.01M -$126K -1,042 -3%
ISB
814
Iowa State Bank
Iowa
$4.99M +$92.6K +766 +2%
CAM
815
Columbia Asset Management
Michigan
$4.99M -$11.6K -96 -0.2%
FBC
816
Fairfield, Bush & Co
Connecticut
$4.98M -$303K -2,502 -6%
SWM
817
SVA Wealth Management
Wisconsin
$4.97M -$170K -1,408 -3%
KRSITF
818
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.94M +$236K +1,949 +5%
SRC
819
Shufro Rose & Co
New York
$4.92M +$68.1K +563 +1%
PA
820
Parallel Advisors
California
$4.9M +$406K +3,359 +9%
LG
821
LaFleur & Godfrey
Michigan
$4.89M -$72.1K -596 -1%
SCM
822
Sitrin Capital Management
California
$4.86M -$42.8K -354 -0.9%
WF
823
WoodTrust Financial
Wisconsin
$4.82M +$182K +1,503 +4%
CM
824
Castleark Management
Illinois
$4.82M -$6.44M -53,300 -58%
SC
825
Schulhoff & Co
Ohio
$4.81M +$21.9K +181 +0.5%

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.