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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
ECM
876
Evergreen Capital Management
Washington
$4.34M +$659K +5,446 +19%
GIA
877
GHP Investment Advisors
Colorado
$4.33M +$225K +1,858 +6%
SCA
878
Spearhead Capital Advisors
Florida
$4.33M +$247K +2,041 +6%
TLP
879
Trinity Legacy Partners
Texas
$4.32M -$149K -1,232 -3%
IEFM
880
IQ EQ Fund Management
Ireland
$4.3M +$4.18M +34,551 New
OI
881
Oakbrook Investments
Illinois
$4.29M -$273K -2,255 -6%
ETI
882
Enterprise Trust & Investment
California
$4.28M +$4.16M +34,416 New
SNT
883
Security National Trust
West Virginia
$4.27M -$49.3K -408 -1%
LFAS
884
Level Four Advisory Services
Texas
$4.25M +$8.59K +71 +0.2%
CPA
885
Capital Planning Advisors
California
$4.23M +$62.9K +520 +2%
CBTWT
886
Community Bank & Trust (Waco, Texas)
Texas
$4.23M -$35.4K -293 -0.9%
FIM
887
Fruth Investment Management
Texas
$4.23M +$30.1K +249 +0.7%
RIA
888
Regal Investment Advisors
Michigan
$4.21M +$653K +5,400 +19%
HVIA
889
Hudson Valley Investment Advisors
New York
$4.21M -$117K -969 -3%
SAMC
890
Spectrum Asset Management (California)
California
$4.21M
AMIM
891
Aull & Monroe Investment Management
Alabama
$4.19M -$21.2K -175 -0.5%
NONA
892
Ninety One North America
New York
$4.18M +$1.32M +10,927 +48%
RAG
893
Roof Advisory Group
Pennsylvania
$4.16M +$58.8K +486 +1%
AOWM
894
Alpha Omega Wealth Management
Virginia
$4.16M +$45.5K +376 +1%
NFG
895
Next Financial Group
Texas
$4.15M +$3.12M +25,812 +342%
TMAM
896
Tokio Marine Asset Management
Japan
$4.15M +$66.4K +549 +2%
CLOS
897
Compagnie Lombard Odier SCmA
Switzerland
$4.14M -$7.38K -61 -0.2%
ET
898
Equitable Trust
Tennessee
$4.13M -$49.3K -408 -1%
CCT
899
Capital City Trust
Florida
$4.11M -$234K -1,937 -6%
CVM
900
Cheviot Value Management
California
$4.09M +$14.4K +119 +0.4%

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.