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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
S
1301
SignatureFD
Georgia
$1.93M +$3.43K +29 +0.2%
PMG
1302
ProVise Management Group
Florida
$1.93M -$169K -1,426 -8%
HIC
1303
Harvey Investment Company
Kentucky
$1.93M +$10.6K +90 +0.6%
AWA
1304
Arete Wealth Advisors
Illinois
$1.92M +$307K +2,592 +20%
SWRP
1305
Summit Wealth & Retirement Planning
California
$1.92M -$14.3K -121 -0.8%
OWIM
1306
Old West Investment Management
California
$1.91M
BCM
1307
Bayesian Capital Management
New York
$1.91M +$1.83M +15,500 New
AIM
1308
Acropolis Investment Management
Missouri
$1.91M -$86.5K -731 -5%
MMPW
1309
Mitchell McLeod Pugh & Williams
Alabama
$1.91M +$87K +735 +5%
AWM
1310
Avior Wealth Management
Nebraska
$1.9M -$67.4K -570 -4%
TA
1311
TFG Advisers
Michigan
$1.89M +$24.4K +206 +1%
WAS
1312
Winch Advisory Services
Wisconsin
$1.89M +$57.3K +484 +3%
OC
1313
Oarsman Capital
Wisconsin
$1.89M +$6.15K +52 +0.3%
HRC
1314
Hoertkorn Richard Charles
$1.88M -$59.2K -500 -3%
HPC
1315
Hobart Private Capital
North Carolina
$1.88M +$200K +1,691 +12%
GAM
1316
Gemmer Asset Management
California
$1.88M -$119K -1,004 -6%
GCC
1317
Guardian Capital (Canada)
Ontario, Canada
$1.87M -$111K -935 -6%
SWP
1318
Strategic Wealth Partners
Ohio
$1.86M +$356K +3,010 +25%
SM
1319
Sciencast Management
New Jersey
$1.86M +$1.75M +14,800 New
WA
1320
WBH Advisory
Maryland
$1.86M -$10.9K -92 -0.6%
TNB
1321
Thomasville National Bank
Georgia
$1.85M +$393K +3,322 +28%
CK
1322
Cohen Klingenstein
New York
$1.85M +$240K +2,030 +16%
UBG
1323
United Bank (Georgia)
Georgia
$1.85M +$88.8K +751 +5%
MFG
1324
Magnus Financial Group
New York
$1.85M +$34.2K +289 +2%
MOS
1325
MGO One Seven
Ohio
$1.83M +$636K +5,373 +56%

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.