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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
BC
1451
Blackhill Capital
New Jersey
$1.42M
PCMK
1452
Paragon Capital Management (Kansas)
Kansas
$1.42M +$946 +8 +0.1%
WPP
1453
Whalerock Point Partners
Rhode Island
$1.42M +$142K +1,200 +12%
CGL
1454
Clarius Group LLC
Washington
$1.42M +$710K +5,999 +109%
SGCA
1455
Steel Grove Capital Advisors
Tennessee
$1.42M -$1.56M -13,163 -53%
CASB
1456
Cape Ann Savings Bank
Massachusetts
$1.42M -$4.73K -40 -0.3%
FSCM
1457
Front Street Capital Management
Montana
$1.42M +$1.3K +11 +0.1%
MIM
1458
Marco Investment Management
Georgia
$1.41M -$51.5K -435 -4%
TPWA
1459
TRUE Private Wealth Advisors
Oregon
$1.41M -$82.5K -697 -6%
MCA
1460
Mercer Capital Advisers
New Jersey
$1.4M +$1.77K +15 +0.1%
NB
1461
Northwest Bancshares
Pennsylvania
$1.4M
SDAM
1462
Shulman DeMeo Asset Management
New York
$1.4M +$1.35M +11,374 New
SIAG
1463
Signet Investment Advisory Group
Rhode Island
$1.38M +$227K +1,915 +21%
FCCM
1464
First City Capital Management
Georgia
$1.38M -$154K -1,299 -10%
NICM
1465
Neo Ivy Capital Management
New York
$1.38M +$644K +5,442 +95%
TWM
1466
Torch Wealth Management
Ohio
$1.37M +$11.8K +100 +0.9%
VST
1467
Van Strum & Towne
California
$1.37M
QSS
1468
Quantitative Systematic Strategies
Florida
$1.36M -$2.35M -19,882 -64%
SCI
1469
Stableford Capital II
Arizona
$1.36M -$99K -837 -7%
KLCM
1470
KG&L Capital Management
Louisiana
$1.36M +$19.9K +168 +2%
SIM
1471
Sonora Investment Management
Arizona
$1.36M +$339K +2,868 +35%
AFNAS
1472
American Financial Network Advisory Services
California
$1.36M +$11K +93 +0.8%
UA
1473
Unison Advisors
District of Columbia
$1.35M +$12.8K +108 +1%
ESBC
1474
E.S. Barr & Co
Kentucky
$1.35M -$389K -3,289 -23%
FANJ
1475
Financial Architects (New Jersey)
New Jersey
$1.34M -$14.3K -121 -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.