We are live on ! Find out more
CVX icon

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
LWM
1226
Lyell Wealth Management
California
$2.19M +$96.7K +817 +5%
SWK
1227
Stephen W. Kidder
$2.19M +$496K +4,190 +31%
LDB
1228
Lee, Danner & Bass
Tennessee
$2.18M -$80.6K -681 -4%
GT
1229
Greenleaf Trust
Michigan
$2.18M +$11.4K +96 +0.5%
IC
1230
Investment Counsel
Michigan
$2.17M -$23.7K -200 -1%
LWANC
1231
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.17M +$60.5K +511 +3%
CS
1232
Comerica Securities
Michigan
$2.17M -$2.3M -19,439 -52%
AA
1233
Altman Advisors
Illinois
$2.17M +$241K +2,039 +13%
IBOK
1234
Independence Bank of Kentucky
Kentucky
$2.15M -$73.7K -623 -3%
RE
1235
RBC Europe
United Kingdom
$2.15M -$156K -1,315 -7%
MCP
1236
Mirador Capital Partners
California
$2.14M +$92.4K +781 +5%
SBWM
1237
Sunflower Bank Wealth Management
Arizona
$2.14M -$76.3K -645 -4%
RMCM
1238
Reynders McVeigh Capital Management
Massachusetts
$2.14M -$15.3K -129 -0.7%
RIM
1239
Rampart Investment Management
Connecticut
$2.13M -$139K -1,171 -6%
FPCP
1240
Fort Point Capital Partners
California
$2.12M +$387K +3,268 +23%
QCG
1241
Quadrant Capital Group
Ohio
$2.12M +$455K +3,846 +28%
SC
1242
Savant Capital
Illinois
$2.11M -$53K -448 -3%
HB
1243
Homrich & Berg
Georgia
$2.11M +$44.1K +373 +2%
MC
1244
Martin & Co
Tennessee
$2.11M -$5.32K -45 -0.3%
TPA
1245
Trivium Point Advisory
Connecticut
$2.11M +$179K +1,510 +10%
HCM
1246
Hall Capital Management
Rhode Island
$2.1M -$43.4K -367 -2%
BBWA
1247
Bell & Brown Wealth Advisors
California
$2.1M +$69.4K +587 +4%
Balyasny Asset Management
1248
Balyasny Asset Management
Illinois
$2.1M -$84.8K -717 -4%
CWM
1249
CMH Wealth Management
New Hampshire
$2.1M +$175K +1,480 +10%
HFBOT
1250
Home Federal Bank of Tennessee
Tennessee
$2.09M -$53.2K -450 -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.