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
WA1
1251
Wimmer Associates 1
California
$2.09M -$11.2K -95 -0.6%
PL
1252
Parthenon LLC
Kentucky
$2.09M
CP
1253
Cumberland Partners
Ontario, Canada
$2.08M +$936K +7,915 +88%
BWA
1254
BDO Wealth Advisors
Florida
$2.08M +$99K +837 +5%
CNC
1255
Citizens & Northern Corp
Pennsylvania
$2.07M +$95.2K +805 +5%
MSS
1256
Mitchell Sinkler & Starr
Pennsylvania
$2.06M -$90.7K -767 -4%
MCM
1257
Monarch Capital Management
Indiana
$2.06M +$5.32K +45 +0.3%
KIG
1258
Kessler Investment Group
Indiana
$2.06M +$151K +1,277 +8%
CAL
1259
Capital Analysts LLC
Pennsylvania
$2.06M +$185K +1,563 +10%
NEI
1260
Northwest & Ethical Investments
Ontario, Canada
$2.05M +$42.8K +362 +2%
EBT
1261
Enterprise Bank & Trust
Massachusetts
$2.05M +$1.97M +16,643 New
WPA
1262
Winning Points Advisors
Florida
$2.05M -$11.8K -100 -0.6%
WWM
1263
Western Wealth Management
Colorado
$2.05M +$40.1K +339 +2%
KMWM
1264
Keudell/Morrison Wealth Management
Oregon
$2.05M +$1.96M +16,607 New
BIM
1265
Bridgecreek Investment Management
Oklahoma
$2.04M -$17.7K -150 -0.9%
WIS
1266
Wright Investors Service
Connecticut
$2.04M +$786K +6,645 +67%
VI
1267
Versor Investments
New York
$2.04M +$1.44M +12,135 +276%
EHWM
1268
Eads & Heald Wealth Management
Georgia
$2.03M -$6.03K -51 -0.3%
MC
1269
MRJ Capital
New York
$2.03M
VC
1270
Voit & Company
Wisconsin
$2.03M +$70.4K +595 +4%
GAB
1271
German American Bancorp
Indiana
$2.01M +$38.1K +322 +2%
OBGC
1272
O'Brien Greene & Co
Pennsylvania
$2.01M +$109K +925 +6%
SAM
1273
Seelaus Asset Management
New Jersey
$2.01M +$11.8K +100 +0.6%
TWP
1274
Total Wealth Planning
Ohio
$2.01M +$6.74K +57 +0.4%
SAM
1275
Smithbridge Asset Management
Pennsylvania
$2M -$189K -1,600 -9%

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.