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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
IC
1201
Inverness Counsel
New York
$2.28M -$243K -2,058 -10%
PWSG
1202
Pacific Wealth Strategies Group
California
$2.28M +$64K +541 +3%
TCM
1203
Traynor Capital Management
Pennsylvania
$2.28M +$195K +1,646 +10%
DWM
1204
Darwin Wealth Management
Florida
$2.27M +$2.18M +18,463 New
TA
1205
Townsend & Associates
Colorado
$2.27M -$12.4K -105 -0.6%
ACM
1206
Allred Capital Management
Texas
$2.27M +$35.1K +297 +2%
MWM
1207
Mission Wealth Management
California
$2.27M +$152K +1,281 +7%
WIC
1208
Whitegate Investment Counselors
New Hampshire
$2.27M +$37.4K +316 +2%
EM
1209
Excalibur Management
Massachusetts
$2.26M -$95.1K -804 -4%
RC
1210
Reik & Co
New York
$2.25M
NSB
1211
Norway Savings Bank
Maine
$2.24M +$17.7K +150 +0.8%
PNAA
1212
Pictet North America Advisors
Switzerland
$2.23M
LNB
1213
Ledyard National Bank
$2.23M -$273K -2,308 -11%
WCM
1214
Windward Capital Management
California
$2.22M -$22.2K -188 -1%
SCA
1215
Sippican Capital Advisors
Massachusetts
$2.22M +$96.8K +818 +5%
HBT
1216
Hills Bank & Trust
Iowa
$2.22M +$233K +1,971 +12%
ECG
1217
Edge Capital Group
Georgia
$2.21M -$7.81K -66 -0.4%
GPA
1218
Garrison Point Advisors
California
$2.21M +$37.5K +317 +2%
WC
1219
Whitnell & Co
Illinois
$2.2M -$20.6K -174 -1%
SIC
1220
Shoker Investment Counsel
Ohio
$2.2M +$36.2K +306 +2%
BCM
1221
Bourgeon Capital Management
Connecticut
$2.2M +$2.37K +20 +0.1%
CM
1222
Caption Management
Oklahoma
$2.19M +$2.11M +17,800 New
AIM
1223
Anchor Investment Management
South Carolina
$2.19M +$23K +194 +1%
DHFB
1224
Dixon Hubard Feinour & Brown
Virginia
$2.19M +$6.74K +57 +0.3%
BOS
1225
Bingham Osborn & Scarborough
California
$2.19M -$61.2K -517 -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.