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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
HPIA
1026
Hamilton Point Investment Advisors
North Carolina
$3.19M +$20.3K +168 +0.7%
NIM
1027
NXG Investment Management
Texas
$3.19M +$665K +5,500 +27%
MSR
1028
Main Street Research
Connecticut
$3.19M +$190K +1,574 +7%
RWM
1029
RBA Wealth Management
California
$3.17M -$7.86K -65 -0.3%
PVWM
1030
Point View Wealth Management
New Jersey
$3.17M -$28.3K -234 -0.9%
CFA
1031
Carroll Financial Associates
North Carolina
$3.17M +$197K +1,631 +7%
FG
1032
Fiduciary Group
Georgia
$3.17M -$1.21K -10 -0%
BA
1033
Baugh & Associates
Georgia
$3.16M -$50.9K -421 -2%
PRS
1034
Pinkerton Retirement Specialists
Idaho
$3.16M +$41.5K +343 +1%
ECML
1035
Eagle Capital Management (Louisiana)
Louisiana
$3.16M +$62.3K +515 +2%
EF
1036
Exeter Financial
Arizona
$3.16M +$23.9K +198 +0.8%
MAFM
1037
Mid Atlantic Financial Management
Pennsylvania
$3.15M +$625K +5,165 +26%
WA
1038
WealthTrust Axiom
Pennsylvania
$3.15M +$6.17K +51 +0.2%
LNC
1039
Lincoln National Corp
Pennsylvania
$3.15M +$303K +2,502 +11%
TH
1040
TCTC Holdings
Texas
$3.14M
ST
1041
Smithfield Trust
Pennsylvania
$3.14M +$133K +1,097 +5%
NAMP
1042
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.13M +$12.1K +100 +0.4%
KFBMI
1043
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.11M
HP
1044
Hartree Partners
New York
$3.11M +$3.02M +25,000 New
EAM
1045
Evanson Asset Management
California
$3.1M -$153K -1,267 -5%
AIP
1046
Ahrens Investment Partners
Louisiana
$3.1M +$20.4K +169 +0.7%
WA
1047
WESPAC Advisors
California
$3.09M -$218K -1,803 -7%
AWM
1048
Altium Wealth Management
New York
$3.09M +$352K +2,914 +13%
PCTC
1049
Perkins Coie Trust Company
Washington
$3.09M -$45.7K -378 -1%
CWM
1050
Concentric Wealth Management
California
$3.09M +$43.4K +359 +1%

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.