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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
SVWAG
951
Sound View Wealth Advisors Group
Georgia
$3.72M +$3.61M +29,885 New
AMG
952
Advisors Management Group
Wisconsin
$3.72M -$32.5K -269 -0.9%
BGIM
953
Boussard & Gavaudan Investment Management
United Kingdom
$3.7M +$3.61M +29,896 New
VI
954
Versor Investments
New York
$3.7M +$1.6M +13,200 +80%
WEC
955
Winslow Evans & Crocker
Massachusetts
$3.7M +$65.8K +544 +2%
CCM
956
Carderock Capital Management
Maryland
$3.68M -$4.59K -38 -0.1%
EWM
957
Empirical Wealth Management
Washington
$3.66M +$412K +3,408 +13%
TAM
958
Taurus Asset Management
New York
$3.66M -$36.3K -300 -1%
FRA
959
Front Row Advisors
California
$3.65M -$41.2K -341 -1%
GC
960
Grimes & Company
Massachusetts
$3.65M +$79.9K +661 +2%
KLC
961
Knowledge Leaders Capital
Colorado
$3.65M +$2.9K +24 +0.1%
AWM
962
Avitas Wealth Management
California
$3.64M -$15.4K -127 -0.4%
1WA
963
180 Wealth Advisors
Washington
$3.64M -$49.5K -409 -1%
SC
964
Sepio Capital
Utah
$3.64M +$362K +2,990 +11%
WGA
965
Weather Gauge Advisory
Virginia
$3.63M -$484 -4 -0%
KWILP
966
Kiwi Wealth Investments Limited Partnership
New Zealand
$3.62M +$3.52M +29,076 New
ASA
967
Armstrong Shaw Associates
Connecticut
$3.61M -$1.33K -11 -0%
PPSG
968
Princeton Portfolio Strategies Group
New Jersey
$3.6M -$8.46K -70 -0.2%
KCMRT
969
Kemper Corp Master Retirement Trust
Illinois
$3.58M
AFM
970
Andesa Financial Management
Pennsylvania
$3.58M -$3.14M -25,935 -47%
HCM
971
Hutchinson Capital Management
California
$3.57M -$18.1K -150 -0.5%
BCCM
972
Bridge Creek Capital Management
Massachusetts
$3.57M -$30.8K -255 -0.9%
CC
973
ClearArc Capital
Ohio
$3.54M -$412K -3,411 -11%
NL
974
NWAM LLC
Washington
$3.53M +$264K +2,185 +8%
PFS
975
Physicians Financial Services
North Carolina
$3.52M +$11.5K +95 +0.3%

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.