We are live on ! Find out more
CVX icon

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
EH
1376
Employers Holdings
Nevada
$1.66M +$1.62M +13,375 New
PSF
1377
Pacific Sun Financial
California
$1.66M +$1.61M +13,345 New
ANRIA
1378
American National Registered Investment Advisor
Texas
$1.66M -$60.5K -500 -4%
WSC
1379
Wellington Shields & Co
New York
$1.66M +$2.9K +24 +0.2%
CL
1380
CPWM LLC
Washington
$1.66M +$98.8K +817 +7%
BAM
1381
Belpointe Asset Management
Nevada
$1.65M -$1.21M -10,023 -43%
NIC
1382
Northwest Investment Counselors
Oregon
$1.65M -$127K -1,047 -7%
TW
1383
Towerpoint Wealth
California
$1.65M -$147K -1,215 -8%
CAN
1384
Claraphi Advisory Network
United States
$1.65M +$83.1K +687 +5%
CAAS
1385
Capital Asset Advisory Services
Michigan
$1.65M +$358K +2,957 +29%
NME
1386
Notis-McConarty Edward
$1.65M +$55.6K +460 +4%
CCM
1387
Condor Capital Management
New Jersey
$1.64M +$35.1K +290 +2%
GWCM
1388
Godshalk Welsh Capital Management
Pennsylvania
$1.64M +$36.3K +300 +2%
NC
1389
NewSquare Capital
Pennsylvania
$1.64M +$1.54M +12,746 +3,211%
SAM
1390
Shamrock Asset Management
Texas
$1.64M +$39.2K +324 +3%
LCM
1391
Liberty Capital Management
Michigan
$1.63M -$8.46K -70 -0.5%
PP
1392
Pegasus Partners
Wisconsin
$1.63M -$311K -2,569 -16%
WPW
1393
Winthrop Partners - WNY
New York
$1.63M +$49.5K +409 +3%
BFC
1394
Blue Fin Capital
Rhode Island
$1.62M -$75.9K -628 -5%
CC
1395
Chicago Capital
Illinois
$1.62M
SWA
1396
Sutton Wealth Advisors
Florida
$1.61M -$1.09K -9 -0.1%
RCM
1397
Radnor Capital Management
Pennsylvania
$1.61M -$55.4K -458 -3%
WCM
1398
Wunderlich Capital Managemnt
Tennessee
$1.6M +$59.7K +494 +4%
BCM
1399
Breiter Capital Management
Florida
$1.6M +$293K +2,426 +23%
AW
1400
ACG Wealth
Georgia
$1.59M +$18.7K +155 +1%

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.