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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
SW
851
SlateStone Wealth
Florida
$4.55M +$831K +7,021 +23%
SFS
852
Strategic Financial Services
New York
$4.54M -$54.4K -460 -1%
RWM
853
RKL Wealth Management
Pennsylvania
$4.54M -$21.7K -183 -0.5%
OI
854
Oakbrook Investments
Illinois
$4.52M +$43.8K +370 +1%
OCM
855
Oakwood Capital Management
California
$4.51M -$20K -169 -0.5%
EAMA
856
EFG Asset Management (Americas)
Florida
$4.5M +$28.6K +242 +0.7%
WIC
857
Woodmont Investment Counsel
Tennessee
$4.5M -$91.9K -777 -2%
TLP
858
Trinity Legacy Partners
Texas
$4.5M +$71.2K +602 +2%
AAF
859
Andra AP-fonden
Sweden
$4.5M +$4.32M +36,500 New
MCM
860
McMillion Capital Management
North Carolina
$4.48M +$106K +897 +3%
BCM
861
Boltwood Capital Management
California
$4.48M -$53.1K -449 -1%
FNBTCON
862
First National Bank & Trust Co of Newtown
Pennsylvania
$4.46M -$36.1K -305 -0.8%
CIM
863
Cambria Investment Management
California
$4.46M +$62.1K +525 +1%
FA
864
FMA Advisory
Pennsylvania
$4.45M -$15.5K -131 -0.4%
PA
865
Parallel Advisors
California
$4.44M -$45.7K -386 -1%
HFM
866
Hartford Financial Management
Connecticut
$4.43M +$82.3K +696 +2%
MYLI
867
Meiji Yasuda Life Insurance
Japan
$4.43M -$1.03M -8,747 -20%
SIG
868
Sky Investment Group
Connecticut
$4.41M -$5.92K -50 -0.1%
WPIC
869
White Pine Investment Company
Michigan
$4.36M +$51.2K +433 +1%
PGIM
870
Pacific Global Investment Management
California
$4.33M +$312K +2,639 +8%
NSEDCP
871
NJ State Employees Deferred Compensation Plan
New Jersey
$4.31M
OCM
872
Olstein Capital Management
New York
$4.31M
CCT
873
Capital City Trust
Florida
$4.31M +$72.3K +611 +2%
PAI
874
Pittenger & Anderson Inc
Nebraska
$4.31M +$215K +1,820 +5%
MCM
875
Mengis Capital Management
Oregon
$4.3M -$9.11K -77 -0.2%

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.