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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
EFS
1001
Essex Financial Services
Connecticut
$3.33M +$6.29K +52 +0.2%
WAM
1002
Wealthspire Advisors (Maryland)
Maryland
$3.33M -$42.2K -349 -1%
WP
1003
WealthSource Partners
California
$3.33M +$1.79M +14,781 +124%
TYCC
1004
Texas Yale Capital Corp
Florida
$3.31M -$3.23M -26,682 -50%
AIM
1005
Artemis Investment Management
United Kingdom
$3.3M -$269K -2,226 -8%
NCM
1006
Narwhal Capital Management
Georgia
$3.3M -$126K -1,043 -4%
APP
1007
Avantax Planning Partners
Iowa
$3.3M +$146K +1,208 +5%
CIS
1008
Capital International Sarl
California
$3.3M -$181K -1,500 -5%
PAM
1009
Paradigm Asset Management
New York
$3.29M +$266K +2,200 +9%
CMTU
1010
Capital Markets Trading (UK)
United Kingdom
$3.28M +$2.66M +22,013 +506%
RIL
1011
Rothschild Investment LLC
Illinois
$3.28M +$78.5K +649 +3%
TCCM
1012
Timber Creek Capital Management
Massachusetts
$3.28M +$23.8K +197 +0.8%
EI
1013
EDMP Inc
Florida
$3.27M -$24.2K -200 -0.8%
FMTCOCP
1014
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.27M -$120K -995 -4%
MIC
1015
Means Investment Company
Maine
$3.27M -$62.8K -519 -2%
HCM
1016
Hengehold Capital Management
Ohio
$3.27M -$7.74K -64 -0.2%
TFS
1017
Thoroughbred Financial Services
Tennessee
$3.26M -$36K -298 -1%
BOS
1018
Bank of Stockton
California
$3.26M +$23.6K +195 +0.7%
ST
1019
Spinnaker Trust
Maine
$3.25M -$32.6K -270 -1%
BWM
1020
BerganKDV Wealth Management
Minnesota
$3.24M -$13.9K -115 -0.4%
PGIM
1021
Pacific Global Investment Management
California
$3.23M -$1.11M -9,202 -26%
RC
1022
Roundview Capital
New Jersey
$3.21M -$332K -2,746 -10%
BMM
1023
Buffington Mohr McNeal
Idaho
$3.2M +$22.4K +185 +0.7%
RBA
1024
Richard Bernstein Advisors
New York
$3.2M
HAG
1025
HighPoint Advisor Group
Illinois
$3.19M -$355K -2,934 -10%

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.