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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
TC
951
Telemus Capital
Michigan
$3.65M +$162K +1,371 +5%
CCM
952
Carderock Capital Management
Maryland
$3.64M -$159K -1,342 -4%
OWA
953
Outlook Wealth Advisors
Texas
$3.64M +$3.12M +26,396 +840%
CHC
954
City Holding Co
West Virginia
$3.62M +$5.92K +50 +0.2%
LA
955
Legacy Advisors
Pennsylvania
$3.62M +$1.81M +15,257 +108%
ECM
956
Evergreen Capital Management
Washington
$3.62M +$113K +951 +3%
AWM
957
Avitas Wealth Management
California
$3.62M +$28.4K +240 +0.8%
1WA
958
180 Wealth Advisors
Washington
$3.62M +$239K +2,017 +7%
MJP
959
Michael J. Puzo
$3.61M +$240K +2,030 +7%
KLC
960
Knowledge Leaders Capital
Colorado
$3.6M -$1.64M -13,838 -32%
WGA
961
Weather Gauge Advisory
Virginia
$3.6M +$3.08K +26 +0.1%
SVWA
962
Sound View Wealth Advisors
Georgia
$3.6M +$73.1K +618 +2%
WEC
963
Winslow Evans & Crocker
Massachusetts
$3.59M +$85.4K +722 +3%
ASA
964
Armstrong Shaw Associates
Connecticut
$3.58M -$50.2K -424 -1%
PPSG
965
Princeton Portfolio Strategies Group
New Jersey
$3.57M -$35.5K -300 -1%
BCCM
966
Bridge Creek Capital Management
Massachusetts
$3.56M -$2.6K -22 -0.1%
AIM
967
Artemis Investment Management
United Kingdom
$3.56M +$676K +5,715 +25%
HCM
968
Hutchinson Capital Management
California
$3.55M -$47.3K -400 -1%
LSA
969
L & S Advisors
California
$3.55M +$1.5M +12,639 +78%
APA
970
American Portfolios Advisors
New York
$3.55M +$457K +3,863 +15%
KCMRT
971
Kemper Corp Master Retirement Trust
Illinois
$3.55M
GC
972
Grimes & Company
Massachusetts
$3.53M -$79.7K -674 -2%
SS
973
Sunbelt Securities
Texas
$3.52M +$438K +3,703 +15%
AHC
974
Adell Harriman & Carpenter
Texas
$3.51M +$10.1K +85 +0.3%
RC
975
Roundview Capital
New Jersey
$3.51M -$25K -211 -0.7%

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.