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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
CG
1426
CFO4Life Group
Texas
$1.52M +$21.5K +178 +1%
FWM
1427
Frontier Wealth Management
Missouri
$1.51M +$23.8K +197 +2%
DBIA
1428
Dumont & Blake Investment Advisors
New Jersey
$1.51M +$6.05K +50 +0.4%
CFS
1429
CRA Financial Services
New Jersey
$1.51M +$69.6K +576 +5%
MPIA
1430
Mountain Pacific Investment Advisers
Idaho
$1.51M -$156K -1,287 -10%
CHJWM
1431
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.51M +$29.4K +243 +2%
FTC
1432
Farmers Trust Company
Ohio
$1.51M +$168K +1,393 +13%
RP
1433
Rice Partnership
Hawaii
$1.51M -$12.7K -105 -0.9%
CASB
1434
Cape Ann Savings Bank
Massachusetts
$1.51M +$73.2K +605 +5%
CWA
1435
Clarus Wealth Advisors
Arizona
$1.5M -$105K -869 -7%
PWA
1436
Providence Wealth Advisors
Illinois
$1.5M -$6.77K -56 -0.5%
SACTSONJ
1437
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.49M +$242K +2,000 +20%
PA
1438
PFG Advisors
Arizona
$1.49M +$200K +1,650 +16%
IIC
1439
Ironwood Investment Counsel
Arizona
$1.49M -$25.8K -213 -2%
MAA
1440
Mraz Amerine & Associates
California
$1.48M
CAI
1441
Capital Advisors Inc
Oklahoma
$1.48M +$1.44M +11,889 New
MGIA
1442
Moneta Group Investment Advisors
Missouri
$1.48M +$661K +5,464 +85%
NIS
1443
National Investment Services
Wisconsin
$1.48M -$72.5K -600 -5%
SGCA
1444
Steel Grove Capital Advisors
Tennessee
$1.48M +$43.8K +362 +3%
BDF
1445
Balasa Dinverno & Foltz
$1.47M -$260K -2,149 -15%
SDAM
1446
Shulman DeMeo Asset Management
New York
$1.46M +$40.4K +334 +3%
HI
1447
HBK Investments
Texas
$1.46M +$1.04M +8,597 +278%
IFWM
1448
Institute for Wealth Management
Colorado
$1.45M +$380K +3,146 +37%
DM
1449
Delphi Management
Massachusetts
$1.45M +$1.41M +11,641 New
VIA
1450
Vident Investment Advisory
Georgia
$1.45M -$2.51M -20,773 -64%

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.