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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
ISB
826
Iowa State Bank
Iowa
$4.84M +$29K +245 +0.6%
FMWA
827
Forvis Mazars Wealth Advisors
Missouri
$4.84M +$883K +7,467 +23%
MC
828
Middleton & Co
Massachusetts
$4.83M -$2.96K -25 -0.1%
KWM
829
Kingsview Wealth Management
Oregon
$4.82M +$494K +4,176 +12%
GIP
830
Granite Investment Partners
California
$4.8M
SRC
831
Shufro Rose & Co
New York
$4.8M -$47.3K -400 -1%
HWM
832
Holloway Wealth Management
Florida
$4.8M
FAIM
833
Financial Advocates Investment Management
Washington
$4.8M -$257K -2,176 -5%
WIA
834
Wealthstreet Investment Advisors
Texas
$4.78M +$27.7K +234 +0.6%
CBB
835
Citizens Business Bank
California
$4.77M +$50.5K +427 +1%
SC
836
Schulhoff & Co
Ohio
$4.74M +$920K +7,780 +25%
NNP
837
Nachman Norwood & Parrott
South Carolina
$4.73M +$194K +1,643 +4%
DAS
838
Dynamic Advisor Solutions
Arizona
$4.69M -$349K -2,951 -7%
NMIFOAC
839
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$4.69M -$303K -2,558 -6%
DMIC
840
Dixon Mitchell Investment Counsel
British Columbia, Canada
$4.67M -$704K -5,949 -14%
KFS
841
Kurt F. Somerville
$4.66M +$357K +3,017 +9%
KRSITF
842
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.65M -$2.25K -19 -0.1%
IB
843
Intrust Bank
Kansas
$4.65M +$26.7K +226 +0.6%
CWM
844
Cornerstone Wealth Management
Missouri
$4.61M +$408K +3,450 +23%
AF
845
Arrow Financial
New York
$4.61M -$96.2K -813 -2%
WF
846
WoodTrust Financial
Wisconsin
$4.59M +$808K +6,833 +22%
NA
847
NewEdge Advisors
Louisiana
$4.58M +$531K +4,485 +14%
TIM
848
Thompson Investment Management
Wisconsin
$4.57M -$11.5K -97 -0.3%
BAM
849
Barrett Asset Management
New York
$4.55M -$84K -710 -2%
First Manhattan
850
First Manhattan
New York
$4.55M -$21.5K -182 -0.5%

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.