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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
LC
1101
LCNB Corp
Ohio
$2.79M +$4.73K +40 +0.2%
Rafferty Asset Management
1102
Rafferty Asset Management
New York
$2.78M +$2.67M +22,583 New
CWG
1103
Cornerstone Wealth Group
North Carolina
$2.78M +$2.67M +22,541 New
MBT
1104
Montecito Bank & Trust
California
$2.76M +$24.4K +206 +0.9%
GCP
1105
GSA Capital Partners
United Kingdom
$2.76M +$2.65M +22,370 New
AIL
1106
AGF Investments LLC
Ontario, Canada
$2.75M -$12.3M -103,980 -82%
GFA
1107
Gifford Fong Associates
California
$2.73M
BBI
1108
Baxter Bros Inc
Connecticut
$2.73M -$97.3K -822 -4%
HWA
1109
Heritage Way Advisors
Illinois
$2.73M +$40.9K +346 +2%
HI
1110
Hudock Inc
Pennsylvania
$2.72M +$142K +1,201 +6%
CCG
1111
Cypress Capital Group
Florida
$2.71M -$86.5K -731 -3%
Verition Fund Management
1112
Verition Fund Management
Connecticut
$2.71M +$2.6M +22,008 New
MTC
1113
McDaniel Terry & Co
Texas
$2.71M +$8.16K +69 +0.3%
AWM
1114
Altium Wealth Management
New York
$2.7M +$243K +2,055 +10%
HIS
1115
Horizon Investment Services
Indiana
$2.69M -$64.4K -544 -2%
BA
1116
Bridgewater Associates
Connecticut
$2.67M -$145K -1,226 -5%
CCA
1117
Cobblestone Capital Advisors
New York
$2.67M -$171K -1,445 -6%
SCA
1118
Secor Capital Advisors
New York
$2.66M +$966K +8,166 +61%
CWM
1119
Chesapeake Wealth Management
Virginia
$2.65M +$61.4K +519 +2%
BST
1120
Bath Savings Trust
Maine
$2.64M +$289K +2,440 +13%
BCM
1121
Baltimore Capital Management
Maryland
$2.64M +$2.53M +21,418 New
ST
1122
Sabal Trust
Florida
$2.64M -$42.2K -357 -2%
SCP
1123
Syntal Capital Partners
Texas
$2.63M +$239K +2,018 +10%
IC
1124
Inscription Capital
Texas
$2.61M +$110K +927 +5%
MWM
1125
Marietta Wealth Management
Georgia
$2.61M +$124K +1,052 +5%

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.