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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
HIC
1401
Hartline Investment Corp
Illinois
$1.59M -$1.21M -9,969 -44%
AIA
1402
Allied Investment Advisors
Montana
$1.59M +$504K +4,165 +48%
WAAG
1403
Wealth Alliance Advisory Group
Kansas
$1.59M -$2.42K -20 -0.2%
HL
1404
HeadInvest LLC
Maine
$1.58M +$30.8K +255 +2%
CL
1405
Choreo LLC
Illinois
$1.58M -$16.2K -134 -1%
WAP
1406
Wealthcare Advisory Partners
Pennsylvania
$1.58M -$84.4K -698 -5%
FAM
1407
Fred Alger Management
New York
$1.58M -$36.3K -300 -2%
FFSOTS
1408
Fiduciary Financial Services of The Southwest
Texas
$1.57M +$62.9K +520 +4%
ATC
1409
Adirondack Trust Company
New York
$1.57M -$3.02K -25 -0.2%
SIM
1410
Sonora Investment Management
Arizona
$1.57M +$191K +1,580 +14%
IWC
1411
Integrated Wealth Concepts
Massachusetts
$1.56M +$280K +2,313 +22%
DJSG
1412
D.J. St. Germain
Massachusetts
$1.56M -$8.46K -70 -0.6%
MC
1413
Miles Capital
Iowa
$1.56M -$3.02K -25 -0.2%
SMH
1414
Sanders Morris Harris
Texas
$1.56M +$1.51M +12,523 New
CG
1415
Caprock Group
Idaho
$1.55M -$191K -1,580 -11%
AWM
1416
Aries Wealth Management
Maine
$1.54M +$3.39K +28 +0.2%
Kovitz Investment Group Partners
1417
Kovitz Investment Group Partners
Illinois
$1.54M -$48.4K -400 -3%
TPWA
1418
TRUE Private Wealth Advisors
Oregon
$1.54M +$111K +922 +8%
FHA
1419
Flagship Harbor Advisors
Massachusetts
$1.53M -$154K -1,275 -9%
BA
1420
Birinyi Associates
Connecticut
$1.53M
P
1421
Pitcairn
Pennsylvania
$1.53M +$19K +157 +1%
JIC
1422
Joel Isaacson & Co
New York
$1.53M -$954K -7,893 -39%
TAM
1423
Tradition Asset Management
Virginia
$1.53M +$1.48M +12,277 New
KCP
1424
KDI Capital Partners
North Carolina
$1.52M -$118K -978 -7%
TCMG
1425
TSP Capital Management Group
New Jersey
$1.52M

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.