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
GAMC
1326
Garner Asset Management Corp
Texas
$1.83M -$50.6K -428 -3%
ODCM
1327
Old Dominion Capital Management
Virginia
$1.83M +$21.3K +180 +1%
KTC
1328
Kistler-Tiffany Companies
Pennsylvania
$1.83M -$48.2K -407 -3%
KFP
1329
KMG Fiduciary Partners
Ohio
$1.82M +$285K +2,413 +19%
WI
1330
WrapManager Inc
California
$1.82M +$131K +1,106 +8%
JFA
1331
Johanson Financial Advisors
California
$1.82M +$647K +5,467 +59%
AWA
1332
ARS Wealth Advisors
Florida
$1.82M +$207K +1,751 +13%
ACM
1333
Alta Capital Management
Utah
$1.8M +$117K +992 +7%
SFA
1334
Sequoia Financial Advisors
Ohio
$1.8M +$608K +5,135 +54%
TW
1335
Towerpoint Wealth
California
$1.8M -$55K -465 -3%
BJL
1336
Brighton Jones LLC
Washington
$1.8M +$30.5K +258 +2%
HAIM
1337
Hunter Associates Investment Management
Pennsylvania
$1.79M +$23.7K +200 +1%
AB
1338
AT Bancorp
Iowa
$1.79M -$946 -8 -0.1%
CAC
1339
Certified Advisory Corp
Florida
$1.79M -$13.1K -111 -0.8%
HKIM
1340
Hayek Kallen Investment Management
Alabama
$1.77M -$25.7K -217 -1%
NIC
1341
Northwest Investment Counselors
Oregon
$1.76M -$65K -549 -4%
Lido Advisors
1342
Lido Advisors
California
$1.76M +$51.1K +432 +3%
PL
1343
Polianta Ltd
Jersey
$1.76M +$534K +4,510 +46%
MLFP
1344
MPS Loria Financial Planners
Illinois
$1.75M
NWP
1345
Northstar Wealth Partners
Connecticut
$1.75M +$91.8K +776 +6%
BA
1346
Bennicas & Associates
California
$1.75M +$11.8K +100 +0.7%
FI
1347
FormulaFolio Investments
Michigan
$1.74M -$526K -4,443 -24%
CFMC
1348
Curbstone Financial Management Corp
New Hampshire
$1.74M +$41.2K +348 +3%
WAM
1349
Winslow Asset Management
Ohio
$1.74M -$592 -5 -0%
AF
1350
Aldebaran Financial
$1.74M -$2.48K -21 -0.1%

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.