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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
BCB
926
Brian C. Broderick
$3.83M +$1.74M +14,673 +89%
TCOO
927
Trust Company of Oklahoma
Oklahoma
$3.83M +$1.15M +9,710 +45%
CI
928
Capital International
California
$3.82M +$53.2K +450 +1%
IC
929
Intersect Capital
California
$3.81M -$89.6K -757 -2%
CWM
930
Catamount Wealth Management
Connecticut
$3.78M +$91.8K +776 +3%
FQ
931
First Quadrant
California
$3.77M -$93.6K -791 -3%
RWA
932
River Wealth Advisors
Pennsylvania
$3.75M +$38K +321 +1%
FIM
933
Frontier Investment Management
Texas
$3.73M +$207K +1,751 +6%
HSA
934
HBK Sorce Advisory
Pennsylvania
$3.73M -$39K -330 -1%
Capstone Investment Advisors
935
Capstone Investment Advisors
New York
$3.72M -$759K -6,413 -18%
WSCM
936
Wellington Shields Capital Management
New York
$3.72M +$26.4K +223 +0.7%
BRWA
937
B. Riley Wealth Advisors
Florida
$3.72M -$208K -1,757 -6%
AMG
938
Advisors Management Group
Wisconsin
$3.71M +$38.2K +323 +1%
CVSCT
939
C.V. Starr & Co Trust
New York
$3.69M
PIM
940
Penobscot Investment Management
Massachusetts
$3.69M -$6.51K -55 -0.2%
MWA
941
Marshall Wace Asia
Hong Kong
$3.69M +$3.54M +29,955 New
CWS
942
Cypress Wealth Services
California
$3.69M -$64.8K -548 -2%
HC
943
Hourglass Capital
Texas
$3.69M -$3.55K -30 -0.1%
NIT
944
NumerixS Investment Technologies
British Columbia, Canada
$3.68M +$3.54M +29,908 New
AAM
945
Azzad Asset Management
Virginia
$3.68M +$360K +3,045 +11%
VHAM
946
Van Hulzen Asset Management
California
$3.66M -$111K -935 -3%
RMDI
947
R.M. Davis Inc
Maine
$3.66M -$260K -2,201 -7%
TAM
948
Taurus Asset Management
New York
$3.66M -$53.2K -450 -1%
FRA
949
Front Row Advisors
California
$3.66M -$38.7K -327 -1%
CAM
950
Cypress Asset Management
Texas
$3.65M -$364K -3,077 -9%

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.