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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
KWMG
1151
King Wealth Management Group
Florida
$2.5M +$9.94K +84 +0.4%
LI
1152
Longer Investments
Arkansas
$2.5M -$19.5K -165 -0.8%
PLFAM
1153
Pineno Levin & Ford Asset Management
Virginia
$2.5M -$24.3K -205 -1%
SAM
1154
Strategy Asset Managers
California
$2.5M +$137K +1,159 +6%
FUBT
1155
First United Bank & Trust
Maryland
$2.5M -$8.64K -73 -0.4%
FAM
1156
Foothills Asset Management
Arizona
$2.5M -$29.8K -252 -1%
BWL
1157
Bogart Wealth LLC
Virginia
$2.5M +$201K +1,701 +9%
BAAM
1158
Baker Avenue Asset Management
California
$2.49M +$55.6K +470 +2%
DPIM
1159
Duff & Phelps Investment Management
Illinois
$2.49M
JIC
1160
Joel Isaacson & Co
New York
$2.48M -$27.7K -234 -1%
SG
1161
Somerset Group
Minnesota
$2.48M +$2.37K +20 +0.1%
MAFM
1162
Mid Atlantic Financial Management
Pennsylvania
$2.48M -$93.3K -789 -4%
AFA
1163
Arlington Financial Advisors
California
$2.48M +$153K +1,292 +7%
NIM
1164
NXG Investment Management
Texas
$2.48M -$355K -3,000 -13%
WTB
1165
Washington Trust Bank
Washington
$2.47M -$79K -668 -3%
EFSCE
1166
Enterprise Financial Services Corp (EFSC)
Missouri
$2.47M +$1.06M +8,927 +80%
NCM
1167
Northstar Capital Management
New York
$2.47M -$28.3K -239 -1%
CB
1168
Cadence Bank
Mississippi
$2.46M -$40.7K -344 -2%
KS
1169
Karpas Strategies
Connecticut
$2.46M +$13K +110 +0.6%
RIM
1170
Regent Investment Management
Kentucky
$2.46M -$51.5K -435 -2%
NCM
1171
Neumann Capital Management
California
$2.45M -$35.5K -300 -1%
BCFS
1172
Butensky & Cohen Financial Security
Florida
$2.44M +$200K +1,693 +9%
ECM
1173
EagleClaw Capital Management
Massachusetts
$2.43M -$41.4K -350 -2%
FBT
1174
First Bank & Trust
South Dakota
$2.43M +$15.3K +129 +0.7%
CCA
1175
Checchi Capital Advisers
California
$2.43M -$70.7K -598 -3%

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.