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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
NSIM
1126
North Star Investment Management
Illinois
$2.6M +$1.18K +10 +0%
CBU
1127
CIBC Bank USA
Illinois
$2.6M +$54.2K +458 +2%
B
1128
Bailard
California
$2.59M -$281K -2,376 -10%
CCM
1129
Crossvault Capital Management
Texas
$2.58M -$1.18K -10 -0%
VLC
1130
Van Leeuwen & Company
New Jersey
$2.58M -$75.6K -639 -3%
OSNBOA
1131
Old Second National Bank of Aurora
Illinois
$2.58M -$15.9K -134 -0.6%
PI
1132
Pettee Investors
Connecticut
$2.58M -$94.6K -800 -4%
PAM
1133
Pegasus Asset Management
New York
$2.57M +$97.6K +825 +4%
SP
1134
Symmetry Partners
Connecticut
$2.57M +$1.1M +9,324 +81%
PA
1135
Prism Advisors
California
$2.57M -$35.7K -302 -1%
PL
1136
Perpetual Ltd
Australia
$2.56M
TBNY
1137
Trustco Bank (New York)
New York
$2.56M +$2.46M +20,813 New
MJRIC
1138
Mogy Joel R Investment Counsel
California
$2.56M -$162K -1,372 -6%
CCM
1139
Compton Capital Management
Rhode Island
$2.56M -$18.9K -160 -0.8%
IA
1140
IFP Advisors
Florida
$2.56M -$4.89M -41,334 -67%
SCM
1141
Stellar Capital Management
Arizona
$2.55M +$13.3K +112 +0.5%
CAMG
1142
CWA Asset Management Group
Florida
$2.55M -$720K -6,087 -23%
PG
1143
Patten Group
Tennessee
$2.54M +$150K +1,264 +7%
SIC
1144
Sigma Investment Counselors
Michigan
$2.54M +$24K +203 +1%
LM
1145
Lincluden Management
Ontario, Canada
$2.54M -$10.1K -85 -0.4%
SL
1146
Summitry LLC
California
$2.54M +$277K +2,344 +13%
KA
1147
Kovack Advisors
Florida
$2.54M -$33.1K -280 -1%
WOC
1148
West Oak Capital
California
$2.54M +$8.87K +75 +0.4%
LHC
1149
Little House Capital
Massachusetts
$2.53M +$144K +1,219 +6%
ACM
1150
Adalta Capital Management
New York
$2.53M

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.