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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
SMC
1301
Smith, Moore & Co
Missouri
$1.94M -$22.7K -188 -1%
OC
1302
Oarsman Capital
Wisconsin
$1.94M +$30.8K +255 +2%
OIA
1303
OneDigital Investment Advisors
Kansas
$1.93M +$752K +6,216 +67%
BFG
1304
Beacon Financial Group
Texas
$1.92M -$113K -934 -6%
SFA
1305
Sequoia Financial Advisors
Ohio
$1.92M +$97.5K +806 +6%
AWA
1306
Arete Wealth Advisors
Illinois
$1.92M -$19.1K -158 -1%
NPP
1307
New Potomac Partners
Maryland
$1.92M -$60.5K -500 -3%
WAS
1308
Winch Advisory Services
Wisconsin
$1.92M +$11.5K +95 +0.6%
WWM
1309
Western Wealth Management
Colorado
$1.92M -$142K -1,174 -7%
TA
1310
TFG Advisers
Michigan
$1.92M +$6.05K +50 +0.3%
OWIM
1311
Old West Investment Management
California
$1.92M -$15.7K -130 -0.8%
AA
1312
ALPS Advisors
Colorado
$1.91M -$52.7K -436 -3%
WAM
1313
Weatherly Asset Management
California
$1.9M -$44.9K -371 -2%
HRC
1314
Hoertkorn Richard Charles
$1.9M
BAMF
1315
BI Asset Management Fondsmaeglerselskab
Denmark
$1.9M +$1.84M +15,244 New
MFG
1316
Magnus Financial Group
New York
$1.9M +$27.8K +230 +2%
GCC
1317
Guardian Capital (Canada)
Ontario, Canada
$1.89M
CWM
1318
Cornerstone Wealth Management
Missouri
$1.89M -$397K -3,283 -18%
GBBWRPM
1319
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.88M -$84K -695 -4%
TNB
1320
Thomasville National Bank
Georgia
$1.88M +$9.67K +80 +0.5%
ACM
1321
Alta Capital Management
Utah
$1.88M +$56.5K +467 +3%
UBG
1322
United Bank (Georgia)
Georgia
$1.88M +$6.65K +55 +0.4%
HAIM
1323
Hunter Associates Investment Management
Pennsylvania
$1.87M +$57.4K +475 +3%
CGL
1324
Clarius Group LLC
Washington
$1.87M +$423K +3,497 +30%
LA
1325
Legacy Advisors
Pennsylvania
$1.87M -$1.74M -14,396 -49%

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.