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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
OCM
1001
One Capital Management
California
$3.35M +$85.8K +725 +3%
WAM
1002
Wealthspire Advisors (Maryland)
Maryland
$3.34M +$60.8K +514 +2%
TCM
1003
Telos Capital Management
California
$3.34M +$181K +1,526 +6%
RHDIC
1004
R.H. Dinel Investment Counsel
California
$3.33M
MIC
1005
Means Investment Company
Maine
$3.33M +$305K +2,580 +11%
MHS
1006
M Holdings Securities
Oregon
$3.33M +$760K +6,422 +31%
EFS
1007
Essex Financial Services
Connecticut
$3.29M -$145K -1,225 -4%
WA
1008
WESPAC Advisors
California
$3.28M +$2.86M +24,159 +973%
HH
1009
Hilltop Holdings
Texas
$3.27M +$1.3M +10,993 +71%
EI
1010
EDMP Inc
Florida
$3.27M -$33.6K -284 -1%
TFS
1011
Thoroughbred Financial Services
Tennessee
$3.26M +$36.7K +310 +1%
ST
1012
Spinnaker Trust
Maine
$3.25M +$308K +2,600 +11%
GP
1013
Girard Partners
Pennsylvania
$3.25M +$15.3K +129 +0.5%
HCM
1014
Hengehold Capital Management
Ohio
$3.24M +$73.2K +619 +2%
SC
1015
Sepio Capital
Utah
$3.23M -$2.62M -22,104 -46%
AC
1016
Abbrea Capital
California
$3.23M +$102K +863 +3%
NL
1017
NWAM LLC
Washington
$3.23M +$11.1K +94 +0.4%
KTM
1018
Keeler Thomas Management
Utah
$3.23M +$182K +1,538 +6%
EAM
1019
Evanson Asset Management
California
$3.23M +$5.32K +45 +0.2%
BWM
1020
BerganKDV Wealth Management
Minnesota
$3.23M +$208K +1,762 +7%
TCCM
1021
Timber Creek Capital Management
Massachusetts
$3.22M
RWM
1022
RBA Wealth Management
California
$3.21M +$3.03M +25,581 New
EWM
1023
Empirical Wealth Management
Washington
$3.21M +$421K +3,559 +16%
BOS
1024
Bank of Stockton
California
$3.2M +$84.8K +717 +3%
BA
1025
Baugh & Associates
Georgia
$3.18M -$19.5K -165 -0.6%

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.