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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
HFM
851
Hartford Financial Management
Connecticut
$4.5M +$19.7K +163 +0.5%
BFM
852
Boston Financial Management
Massachusetts
$4.48M -$17.9M -147,712 -80%
RWM
853
RKL Wealth Management
Pennsylvania
$4.48M -$96K -794 -2%
BS
854
Boenning & Scattergood
Pennsylvania
$4.48M +$160K +1,320 +4%
FA
855
FMA Advisory
Pennsylvania
$4.46M -$35.8K -296 -0.8%
PWM
856
Perigon Wealth Management
California
$4.46M -$22.7K -188 -0.5%
BCM
857
Boltwood Capital Management
California
$4.45M -$72.5K -600 -2%
LB
858
Landmark Bank
Missouri
$4.45M -$669K -5,529 -13%
DAS
859
Dynamic Advisor Solutions
Arizona
$4.45M -$281K -2,324 -6%
GHAM
860
Gilman Hill Asset Management
Connecticut
$4.44M -$559K -4,622 -11%
LDFR
861
Lehman & Derafelo Financial Resources
Pennsylvania
$4.44M +$141K +1,166 +3%
WP
862
WMS Partners
Maryland
$4.43M +$233K +1,931 +6%
CAM
863
Cresset Asset Management
Illinois
$4.42M +$1.3M +10,784 +44%
MCM
864
McMillion Capital Management
North Carolina
$4.42M -$108K -896 -2%
WPIC
865
White Pine Investment Company
Michigan
$4.4M -$11.5K -95 -0.3%
PAI
866
Pittenger & Anderson Inc
Nebraska
$4.39M +$40.3K +333 +1%
TWA
867
TCI Wealth Advisors
Arizona
$4.39M -$531K -4,389 -11%
BMO
868
Beck Mack & Oliver
New York
$4.39M -$520K -4,298 -11%
FNBTCON
869
First National Bank & Trust Co of Newtown
Pennsylvania
$4.39M -$115K -948 -3%
MCP
870
Martin Capital Partners
Oregon
$4.37M +$157K +1,296 +4%
AWP
871
Ascent Wealth Partners
New York
$4.36M +$88K +728 +2%
NSEDCP
872
NJ State Employees Deferred Compensation Plan
New Jersey
$4.36M
OCM
873
Olstein Capital Management
New York
$4.36M
HWM
874
Holloway Wealth Management
Florida
$4.34M
HSA
875
HBK Sorce Advisory
Pennsylvania
$4.34M +$554K +4,583 +15%

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.