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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
LDFR
876
Lehman & Derafelo Financial Resources
Pennsylvania
$4.28M +$11.9K +101 +0.3%
HVIA
877
Hudson Valley Investment Advisors
New York
$4.28M -$1.19M -10,055 -22%
SNT
878
Security National Trust
West Virginia
$4.28M -$33.8K -286 -0.8%
JFGIW
879
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.28M +$13.5K +114 +0.3%
BS
880
Boenning & Scattergood
Pennsylvania
$4.27M +$189K +1,600 +5%
PWM
881
Perigon Wealth Management
California
$4.25M -$18.8K -159 -0.4%
CC
882
Centiva Capital
New York
$4.24M +$4.07M +34,443 New
DT
883
Diversified Trust
Tennessee
$4.24M -$29.2K -247 -0.7%
AWP
884
Ascent Wealth Partners
New York
$4.23M +$190K +1,608 +5%
LFAS
885
Level Four Advisory Services
Texas
$4.2M +$94.3K +797 +2%
RHFI
886
Reilly Herbert Faulkner III
$4.2M +$200K +1,690 +5%
AMIM
887
Aull & Monroe Investment Management
Alabama
$4.17M -$225K -1,900 -5%
MCP
888
Martin Capital Partners
Oregon
$4.17M +$505K +4,266 +14%
SAMC
889
Spectrum Asset Management (California)
California
$4.16M +$72.2K +610 +2%
FIM
890
Fruth Investment Management
Texas
$4.16M -$47.3K -400 -1%
WP
891
WMS Partners
Maryland
$4.15M -$3.43K -29 -0.1%
ET
892
Equitable Trust
Tennessee
$4.14M -$17.3K -146 -0.4%
CPA
893
Capital Planning Advisors
California
$4.13M -$3.67K -31 -0.1%
LWM
894
Liberty Wealth Management
California
$4.12M -$84.5K -714 -2%
PT
895
Plimoth Trust
Massachusetts
$4.11M +$30.3K +256 +0.8%
CLOS
896
Compagnie Lombard Odier SCmA
Switzerland
$4.11M +$2.15M +18,170 +120%
MHIM
897
MacNealy Hoover Investment Management
Ohio
$4.1M -$51K -431 -1%
AOWM
898
Alpha Omega Wealth Management
Virginia
$4.07M -$248K -2,093 -6%
YIA
899
YHB Investment Advisors
Connecticut
$4.06M -$26.1K -221 -0.7%
CB
900
Community Bank
New York
$4.06M +$54.8K +463 +1%

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.