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
WFG
1276
Wills Financial Group
Virginia
$2M -$15.4K -130 -0.8%
CB
1277
CNB Bank
Pennsylvania
$1.99M -$1.47M -12,435 -88%
LF
1278
Lantz Financial
Illinois
$1.99M +$1.91M +16,159 New
CA
1279
Capital Advantage
California
$1.99M -$201K -1,701 -10%
SAM
1280
Sawgrass Asset Management
Florida
$1.99M -$121K -1,020 -6%
CIAS
1281
Capital Investment Advisory Services
North Carolina
$1.99M -$93.6K -791 -5%
NSAM
1282
North Star Asset Management
Wisconsin
$1.98M -$46K -389 -2%
CTA
1283
Colonial Trust Advisors
South Carolina
$1.97M +$12.5K +106 +0.7%
IR
1284
IAT Reinsurance
New York
$1.97M
NPP
1285
New Potomac Partners
Maryland
$1.96M -$41.4K -350 -2%
HCM
1286
Hodges Capital Management
Texas
$1.96M +$77.1K +652 +4%
GIC
1287
Gantzert Investment Company
Illinois
$1.96M -$3.55K -30 -0.2%
ECM
1288
Element Capital Management
New York
$1.95M +$1.34M +11,327 +250%
WPW
1289
Waldron Private Wealth
Pennsylvania
$1.95M +$387K +3,272 +26%
GBBWRPM
1290
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.95M +$65.4K +553 +4%
MAM
1291
Morse Asset Management
Connecticut
$1.95M +$130K +1,100 +7%
BOCM
1292
Bontempo Ohly Capital Management
Maryland
$1.95M -$327K -2,768 -15%
SMFG
1293
Sumitomo Mitsui Financial Group
Japan
$1.94M -$211K -1,787 -10%
SMC
1294
Smith, Moore & Co
Missouri
$1.94M -$145K -1,226 -7%
TCA
1295
Tortoise Capital Advisors
Kansas
$1.94M +$1.86M +15,742 +87,456%
AA
1296
ALPS Advisors
Colorado
$1.94M -$21M -177,708 -92%
PP
1297
Pegasus Partners
Wisconsin
$1.93M +$181K +1,528 +11%
TSWM
1298
Triangle Securities Wealth Management
North Carolina
$1.93M -$52.9K -447 -3%
WAM
1299
Weatherly Asset Management
California
$1.93M +$6.51K +55 +0.4%
ACM
1300
Advisors Capital Management
New Jersey
$1.93M +$242K +2,049 +15%

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.