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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
PWA
1426
Providence Wealth Advisors
Illinois
$1.5M +$50.8K +429 +4%
RP
1427
Rice Partnership
Hawaii
$1.5M +$1.44M +12,209 New
IIC
1428
Ironwood Investment Counsel
Arizona
$1.5M -$40.9K -346 -3%
P
1429
Pitcairn
Pennsylvania
$1.5M +$33K +279 +2%
MCM
1430
Mitchell Capital Management
Kansas
$1.5M +$290K +2,450 +25%
WAAG
1431
Wealth Alliance Advisory Group
Kansas
$1.5M -$47.6K -402 -3%
FFSOTS
1432
Fiduciary Financial Services of The Southwest
Texas
$1.49M +$3.19K +27 +0.2%
DBIA
1433
Dumont & Blake Investment Advisors
New Jersey
$1.49M -$2.96K -25 -0.2%
CG
1434
CFO4Life Group
Texas
$1.49M -$84.9K -718 -6%
BO
1435
BRR OpCo
Ohio
$1.48M +$1.19M +10,095 +517%
ITIM
1436
Indiana Trust & Investment Management
Indiana
$1.48M -$153K -1,289 -10%
FWM
1437
Frontier Wealth Management
Missouri
$1.47M +$82.1K +694 +6%
WP
1438
WealthSource Partners
California
$1.47M -$392K -3,315 -22%
FWP
1439
FAS Wealth Partners
Kansas
$1.47M -$4.02K -34 -0.3%
MAA
1440
Mraz Amerine & Associates
California
$1.47M -$115K -972 -8%
CHJWM
1441
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.47M +$162K +1,368 +13%
CCM
1442
Chilton Capital Management
Texas
$1.46M -$103K -870 -7%
CHAM
1443
Clear Harbor Asset Management
Connecticut
$1.46M -$11.8K -100 -0.8%
DWM
1444
Dakota Wealth Management
Florida
$1.45M -$517K -4,374 -27%
JCM
1445
Jacobi Capital Management
Pennsylvania
$1.44M +$79.3K +670 +6%
CPA
1446
Cowen Prime Advisors
New York
$1.44M +$213K +1,800 +18%
CWAG
1447
Compton Wealth Advisory Group
Virginia
$1.43M
CFS
1448
CRA Financial Services
New Jersey
$1.43M -$40.9K -346 -3%
PPP
1449
Private Portfolio Partners
New Jersey
$1.43M +$226K +1,909 +20%
DWA
1450
Divergent Wealth Advisors
Utah
$1.42M -$1.3K -11 -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.