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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
MC
1176
Machina Capital
France
$2.41M +$2.07M +17,078 +752%
BCM
1177
Bourgeon Capital Management
Connecticut
$2.41M +$181K +1,500 +8%
IWA
1178
IBEX Wealth Advisors
New Jersey
$2.4M +$2.34M +19,328 New
EAM
1179
Erste Asset Management
Austria
$2.4M
ECG
1180
Edge Capital Group
Georgia
$2.39M +$153K +1,268 +7%
RAM
1181
Redmond Asset Management
Virginia
$2.39M +$24.3K +201 +1%
BSB
1182
Bangor Savings Bank
Maine
$2.38M -$45.8K -379 -2%
SCI
1183
SkyBridge Capital II
New York
$2.38M -$1.62M -13,405 -41%
VLC
1184
Van Leeuwen & Company
New Jersey
$2.38M -$224K -1,850 -9%
BPWA
1185
Beacon Pointe Wealth Advisors
California
$2.37M -$60.7K -502 -3%
LAIC
1186
Lederer & Associates Investment Counsel
California
$2.37M -$20K -165 -0.9%
BHBT
1187
Burke & Herbert Bank & Trust
Virginia
$2.37M -$24.3K -201 -1%
EBT
1188
Enterprise Bank & Trust
Massachusetts
$2.36M +$284K +2,345 +14%
EM
1189
Excalibur Management
Massachusetts
$2.36M +$69.5K +575 +3%
PI
1190
PFS Investments
Georgia
$2.36M +$1.28M +10,579 +125%
PWSG
1191
Pacific Wealth Strategies Group
California
$2.35M +$47.9K +396 +2%
PL
1192
Perpetual Ltd
Australia
$2.34M -$242K -2,000 -10%
PCA
1193
Private Capital Advisors
Connecticut
$2.34M -$15.2K -126 -0.7%
NSB
1194
Norway Savings Bank
Maine
$2.33M +$65.9K +545 +3%
DAM
1195
Doheny Asset Management
California
$2.33M -$35.3K -292 -2%
PCA
1196
Providence Capital Advisors
North Carolina
$2.32M -$484 -4 -0%
XWM
1197
Xcel Wealth Management
Florida
$2.31M +$647K +5,351 +40%
BOS
1198
Bingham Osborn & Scarborough
California
$2.31M +$97K +802 +5%
WTB
1199
Washington Trust Bank
Washington
$2.31M -$185K -1,534 -8%
LOAME
1200
Lombard Odier Asset Management (Europe)
United Kingdom
$2.3M +$2.24M +18,488 New

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.