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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
EWM
926
Executive Wealth Management
Michigan
$3.9M +$402K +3,328 +12%
DIP
927
DT Investment Partners
Pennsylvania
$3.89M +$3.78M +31,291 New
BCB
928
Brian C. Broderick
$3.89M +$15.4K +127 +0.4%
MJP
929
Michael J. Puzo
$3.88M +$229K +1,890 +6%
APA
930
American Portfolios Advisors
New York
$3.87M +$279K +2,310 +8%
SSG
931
Summit Securities Group
New York
$3.86M +$3.75M +31,011 New
BBNA
932
Bremer Bank National Association
Minnesota
$3.84M -$163K -1,350 -4%
TCOO
933
Trust Company of Oklahoma
Oklahoma
$3.84M -$32.5K -269 -0.9%
CIP
934
Convergence Investment Partners
Florida
$3.83M -$258K -2,130 -6%
WSCM
935
Wellington Shields Capital Management
New York
$3.82M +$64.1K +530 +2%
CHC
936
City Holding Co
West Virginia
$3.82M +$156K +1,294 +4%
BO
937
Bank OZK
Arkansas
$3.81M -$198K -1,638 -5%
FQ
938
First Quadrant
California
$3.81M
VHAM
939
Van Hulzen Asset Management
California
$3.81M +$103K +854 +3%
UAS
940
United Asset Strategies
New York
$3.81M +$292K +2,418 +9%
AAM
941
Azzad Asset Management
Virginia
$3.79M +$71.8K +594 +2%
CI
942
Conning Inc
Connecticut
$3.79M -$2.24M -18,540 -38%
OWA
943
Outlook Wealth Advisors
Texas
$3.79M +$107K +886 +3%
CI
944
Capital International
California
$3.78M -$84.6K -700 -2%
PIM
945
Penobscot Investment Management
Massachusetts
$3.75M +$18.1K +150 +0.5%
MA
946
Mutual Advisors
Nebraska
$3.75M +$357K +2,956 +11%
CWS
947
Cypress Wealth Services
California
$3.74M +$16.7K +138 +0.5%
RMDI
948
R.M. Davis Inc
Maine
$3.74M +$41K +339 +1%
BRWA
949
B. Riley Wealth Advisors
Florida
$3.73M -$22.2K -184 -0.6%
CVSCT
950
C.V. Starr & Co Trust
New York
$3.73M

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.