We are live on ! Find out more
CVX icon

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
CBU
1101
CIBC Bank USA
Illinois
$2.79M +$164K +1,353 +6%
GWMIA
1102
Global Wealth Management Investment Advisory
Florida
$2.78M -$414K -3,424 -13%
WIC
1103
Whitegate Investment Counselors
New Hampshire
$2.77M +$464K +3,836 +21%
GFA
1104
Gifford Fong Associates
California
$2.76M
GCM
1105
Gables Capital Management
Florida
$2.75M -$175K -1,450 -6%
BWL
1106
Bogart Wealth LLC
Virginia
$2.75M +$228K +1,883 +9%
SFSG
1107
Stearns Financial Services Group
North Carolina
$2.75M -$186K -1,540 -7%
CWM
1108
Chesapeake Wealth Management
Virginia
$2.75M +$66.1K +547 +3%
MBT
1109
Montecito Bank & Trust
California
$2.75M -$40.3K -333 -1%
CCM
1110
Crossvault Capital Management
Texas
$2.74M +$125K +1,035 +5%
CCA
1111
Conservest Capital Advisors
Pennsylvania
$2.74M -$112K -928 -4%
MTC
1112
McDaniel Terry & Co
Texas
$2.73M +$363 +3 +0%
SFWA
1113
Summit Financial Wealth Advisors
Louisiana
$2.71M -$292K -2,415 -10%
IA
1114
IFG Advisory
Georgia
$2.69M -$155K -1,285 -6%
PAM
1115
Pegasus Asset Management
New York
$2.69M +$87.9K +727 +3%
MWM
1116
Marietta Wealth Management
Georgia
$2.68M +$43.3K +358 +2%
NSIM
1117
North Star Investment Management
Illinois
$2.68M +$49.7K +411 +2%
WIS
1118
Wright Investors Service
Connecticut
$2.67M +$592K +4,895 +30%
BA
1119
Bridgewater Associates
Connecticut
$2.66M -$30.7K -254 -1%
CF
1120
Centaurus Financial
California
$2.65M +$2.25M +18,592 +697%
OSNBOA
1121
Old Second National Bank of Aurora
Illinois
$2.64M +$40K +331 +2%
SWK
1122
Stephen W. Kidder
$2.63M +$412K +3,410 +19%
SIC
1123
Sigma Investment Counselors
Michigan
$2.63M +$61.2K +506 +2%
HW
1124
Hedeker Wealth
Illinois
$2.63M +$76.1K +629 +3%
BCFS
1125
Butensky & Cohen Financial Security
Florida
$2.62M +$157K +1,301 +7%

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.