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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
WPW
1401
Winthrop Partners - WNY
New York
$1.58M +$152K +1,281 +11%
WCA
1402
Waratah Capital Advisors
Ontario, Canada
$1.58M +$1.52M +12,819 New
SAM
1403
Shamrock Asset Management
Texas
$1.58M -$8.99K -76 -0.6%
Assenagon Asset Management
1404
Assenagon Asset Management
Luxembourg
$1.58M -$76M -642,110 -98%
CL
1405
Choreo LLC
Illinois
$1.58M +$123K +1,042 +9%
Kovitz Investment Group Partners
1406
Kovitz Investment Group Partners
Illinois
$1.57M +$940K +7,944 +164%
IWM
1407
IHT Wealth Management
Illinois
$1.57M -$309K -2,615 -17%
NME
1408
Notis-McConarty Edward
$1.57M +$23.3K +197 +2%
UCMOK
1409
United Capital Management of KS
Kansas
$1.57M +$163K +1,380 +12%
AW
1410
ACG Wealth
Georgia
$1.56M -$36.6K -309 -2%
DJSG
1411
D.J. St. Germain
Massachusetts
$1.56M -$27.1K -229 -2%
SLF
1412
Sun Life Financial
Ontario, Canada
$1.55M -$169K -1,431 -10%
CAN
1413
Claraphi Advisory Network
United States
$1.55M +$1.66K +14 +0.1%
MC
1414
Miles Capital
Iowa
$1.55M +$937K +7,919 +170%
LOAMS
1415
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.54M
CL
1416
CPWM LLC
Washington
$1.54M -$109K -920 -7%
AWM
1417
Aries Wealth Management
Maine
$1.54M -$8.87K -75 -0.6%
HL
1418
HeadInvest LLC
Maine
$1.53M -$1.48M -12,499 -50%
NIS
1419
National Investment Services
Wisconsin
$1.53M +$79.9K +675 +6%
WCM
1420
Wunderlich Capital Managemnt
Tennessee
$1.52M +$16.2K +137 +1%
TCMG
1421
TSP Capital Management Group
New Jersey
$1.52M -$1.55M -13,069 Closed
ATC
1422
Adirondack Trust Company
New York
$1.52M -$7.69K -65 -0.5%
SAM
1423
Selway Asset Management
$1.52M +$10.6K +90 +0.7%
BA
1424
Birinyi Associates
Connecticut
$1.52M
TCM
1425
Tradition Capital Management
New Jersey
$1.51M +$2.96K +25 +0.2%

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.