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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
OIA
1226
Optimum Investment Advisors
Illinois
$2.2M -$126K -1,045 -6%
AWM
1227
Avior Wealth Management
Nebraska
$2.19M +$257K +2,124 +14%
BAAM
1228
Baker Avenue Asset Management
California
$2.19M -$315K -2,601 -13%
MWM
1229
Mission Wealth Management
California
$2.19M -$98.5K -815 -4%
BKA
1230
Brick & Kyle Associates
Pennsylvania
$2.19M +$583K +4,820 +37%
QCM
1231
Quest Capital Management
Texas
$2.18M -$625K -5,170 -23%
SIC
1232
Salem Investment Counselors
North Carolina
$2.18M -$1.71M -14,166 -45%
DHFB
1233
Dixon Hubard Feinour & Brown
Virginia
$2.18M -$36.3K -300 -2%
LNB
1234
Ledyard National Bank
$2.17M -$78K -645 -4%
SC
1235
Savant Capital
Illinois
$2.16M +$31.4K +260 +2%
CFMC
1236
Curbstone Financial Management Corp
New Hampshire
$2.16M +$391K +3,230 +23%
LWANC
1237
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.16M -$32.4K -268 -2%
FFWA
1238
FRG Family Wealth Advisors
Washington
$2.15M -$189K -1,560 -8%
QCG
1239
Quadrant Capital Group
Ohio
$2.15M +$3.75K +31 +0.2%
HCM
1240
Hall Capital Management
Rhode Island
$2.14M +$23.6K +195 +1%
ST
1241
Sabal Trust
Florida
$2.14M -$511K -4,230 -20%
FAM
1242
Formidable Asset Management
Ohio
$2.14M +$2.1M +17,333 New
BBWA
1243
Bell & Brown Wealth Advisors
California
$2.13M +$7.5K +62 +0.4%
GAB
1244
German American Bancorp
Indiana
$2.13M +$88.3K +730 +4%
BHWA
1245
Beacon Harbor Wealth Advisors
Virginia
$2.13M +$2.06M +17,074 New
WA1
1246
Wimmer Associates 1
California
$2.12M +$9.19K +76 +0.4%
HFBOT
1247
Home Federal Bank of Tennessee
Tennessee
$2.12M +$3.02K +25 +0.1%
RE
1248
RBC Europe
United Kingdom
$2.11M -$57.8K -478 -3%
CA
1249
Calton & Associates
Florida
$2.1M +$464K +3,839 +29%
MCM
1250
Monarch Capital Management
Indiana
$2.08M

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.