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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
GBT
1176
Grove Bank & Trust
Florida
$2.42M -$25.6K -216 -1%
PHS
1177
Pekin Hardy Strauss
Illinois
$2.41M -$11.2K -95 -0.5%
BPWA
1178
Beacon Pointe Wealth Advisors
California
$2.41M -$31.4K -265 -1%
BSB
1179
Bangor Savings Bank
Maine
$2.41M -$62.6K -529 -3%
MIP
1180
Marietta Investment Partners
Wisconsin
$2.41M -$149K -1,258 -6%
EAM
1181
Erste Asset Management
Austria
$2.39M -$331K -2,800 -13%
TA
1182
Tiedemann Advisors
New York
$2.39M -$131K -1,104 -5%
MRCM
1183
M&R Capital Management
New Jersey
$2.38M -$828 -7 -0%
PAG
1184
Private Advisory Group
Washington
$2.38M
BHBT
1185
Burke & Herbert Bank & Trust
Virginia
$2.37M -$20.7K -175 -0.9%
LAIC
1186
Lederer & Associates Investment Counsel
California
$2.37M +$52.6K +445 +2%
OA
1187
Oxbow Advisors
Texas
$2.36M -$246K -2,078 -10%
VFA
1188
Valeo Financial Advisors
Indiana
$2.36M +$203K +1,712 +10%
VC
1189
Vicus Capital
Pennsylvania
$2.35M -$285K -2,411 -11%
RAM
1190
Redmond Asset Management
Virginia
$2.34M -$5.92K -50 -0.3%
DAM
1191
Doheny Asset Management
California
$2.34M
PCA
1192
Private Capital Advisors
Connecticut
$2.33M
IA
1193
IndexIQ Advisors
New York
$2.33M -$7.19M -60,764 -76%
FFWA
1194
FRG Family Wealth Advisors
Washington
$2.33M -$48.6K -411 -2%
OIA
1195
Optimum Investment Advisors
Illinois
$2.31M -$63.3K -535 -3%
Wealth Enhancement Advisory Services
1196
Wealth Enhancement Advisory Services
Minnesota
$2.31M -$1.82M -15,415 -45%
MNG
1197
Manning & Napier Group
New York
$2.3M +$62.7K +530 +3%
PCA
1198
Providence Capital Advisors
North Carolina
$2.29M -$93.7K -792 -4%
HW
1199
Hedeker Wealth
Illinois
$2.29M +$184K +1,553 +8%
AR
1200
Advisory Research
Illinois
$2.29M -$42.7K -361 -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.