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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
RIA
976
Regal Investment Advisors
Michigan
$3.5M +$540K +4,567 +19%
GCM
977
Gladius Capital Management
Illinois
$3.5M -$6.59M -55,718 -66%
WPC
978
White Pine Capital
Minnesota
$3.49M -$14.8K -125 -0.4%
OLA
979
Oliver Luxxe Assets
New Jersey
$3.48M -$126K -1,063 -4%
GIP
980
Greatmark Investment Partners
Georgia
$3.48M -$2.96K -25 -0.1%
PFS
981
Physicians Financial Services
North Carolina
$3.48M +$8.87K +75 +0.3%
UAS
982
United Asset Strategies
New York
$3.47M +$727K +6,143 +28%
DLCIG
983
D.L. Carlson Investment Group
New Hampshire
$3.47M -$2.25K -19 -0.1%
IFAM
984
Institutional & Family Asset Management
Colorado
$3.46M -$39.5K -334 -1%
PBO
985
Peoples Bank (Ohio)
Ohio
$3.45M -$38.5K -325 -1%
EWM
986
Executive Wealth Management
Michigan
$3.45M +$205K +1,736 +7%
CIS
987
Capital International Sarl
California
$3.45M -$438K -3,700 -12%
OTPPB
988
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.44M +$1.96M +16,549 +145%
BFA
989
Benedict Financial Advisors
Georgia
$3.44M -$51K -431 -2%
RMAM
990
Raab & Moskowitz Asset Management
New Jersey
$3.44M -$89.4K -756 -3%
FCIM
991
Fairview Capital Investment Management
California
$3.43M -$94.2K -796 -3%
CT
992
Coastline Trust
Rhode Island
$3.43M +$76.4K +646 +2%
LC
993
Lavaca Capital
Texas
$3.41M -$143K -1,212 -4%
FCMT
994
Founders Capital Management (Texas)
Texas
$3.4M +$1.06K +9 +0%
MHIC
995
Marble Harbor Investment Counsel
Massachusetts
$3.4M
NCM
996
Narwhal Capital Management
Georgia
$3.39M +$35.1K +297 +1%
SWM
997
Segment Wealth Management
Texas
$3.37M +$41.8K +353 +1%
FMTCOCP
998
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.36M +$253K +2,139 +9%
HAG
999
HighPoint Advisor Group
Illinois
$3.36M +$152K +1,284 +5%
MA
1000
Mutual Advisors
Nebraska
$3.35M +$129K +1,090 +4%

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.