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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
GCM
1076
Gables Capital Management
Florida
$2.91M -$71K -600 -2%
LCP
1077
Legacy Capital Partners
Wisconsin
$2.9M -$139K -1,175 -5%
HAM
1078
Highstreet Asset Management
Ontario, Canada
$2.89M -$881K -7,449 -24%
FSA
1079
Fort Sheridan Advisors
Illinois
$2.88M +$51.1K +432 +2%
BAM
1080
Belpointe Asset Management
Nevada
$2.87M +$1.15M +9,680 +71%
PAS
1081
Park Avenue Securities
New York
$2.87M +$2.71M +22,939 New
QCM
1082
Quadrant Capital Management
New Jersey
$2.86M -$21.5K -182 -0.8%
CIM
1083
CenturyLink Investment Management
Colorado
$2.86M
AWE
1084
Avidian Wealth Enterprises
Texas
$2.85M -$24.3K -205 -0.9%
RG
1085
Rikoon Group
New Mexico
$2.85M +$946 +8 +0%
IAS
1086
IMA Advisory Services
Colorado
$2.85M +$1.28M +10,861 +89%
BRA
1087
Biechele Royce Advisors
Indiana
$2.83M -$34.3K -290 -1%
IA
1088
IFG Advisory
Georgia
$2.82M -$330K -2,792 -11%
CCA
1089
Conservest Capital Advisors
Pennsylvania
$2.82M +$16.3K +138 +0.6%
SB
1090
Strategic Blueprint
Georgia
$2.82M +$2.71M +22,907 New
BMA
1091
Brooks Moore & Associates
Tennessee
$2.82M -$18.5K -156 -0.7%
PFS
1092
Prospera Financial Services
Texas
$2.81M +$376K +3,176 +17%
HWA
1093
HCR Wealth Advisors
California
$2.81M -$1.28M -10,860 -32%
JAM
1094
Jolley Asset Management
North Carolina
$2.81M +$120K +1,016 +5%
LNC
1095
Lincoln National Corp
Pennsylvania
$2.8M +$242K +2,048 +10%
HIC
1096
Hartline Investment Corp
Illinois
$2.8M +$30.2K +255 +1%
PFSC
1097
Peoples Financial Services Corp
Pennsylvania
$2.8M -$15.4K -130 -0.6%
QCM
1098
Quest Capital Management
Texas
$2.8M +$748K +6,320 +39%
NONA
1099
Ninety One North America
New York
$2.79M -$90.7K -767 -3%
BHIA
1100
Birch Hill Investment Advisors
Massachusetts
$2.79M -$49.9K -422 -2%

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.