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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
BW
1476
Bison Wealth
Georgia
$1.34M +$473 +4 +0%
AGA
1477
Accuvest Global Advisors
Utah
$1.34M +$554K +4,682 +76%
SAM
1478
SignalPoint Asset Management
Missouri
$1.33M -$2.48K -21 -0.2%
BPA
1479
Beacon Pointe Advisors
California
$1.33M +$48.3K +408 +4%
KFGK
1480
Keystone Financial Group (Kentucky)
Kentucky
$1.33M +$592K +5,006 +86%
PB
1481
Pinnacle Bancorp
Nebraska
$1.32M -$13.3K -112 -1%
FTC
1482
Farmers Trust Company
Ohio
$1.32M +$29.5K +249 +2%
BFO
1483
Biltmore Family Office
North Carolina
$1.32M
HFS
1484
Howard Financial Services
Texas
$1.32M +$45.3K +383 +4%
EWM
1485
Elmwood Wealth Management
California
$1.31M -$76.3K -645 -6%
SFSIG
1486
San Francisco Sentry Investment Group
California
$1.31M -$520K -4,393 -29%
CAM
1487
Costello Asset Management
Pennsylvania
$1.31M -$201K -1,700 -14%
FMB
1488
Field & Main Bank
Kentucky
$1.31M +$1.26M +10,642 New
JIM
1489
Jupiter Investment Management
United Kingdom
$1.31M
AWM
1490
Altavista Wealth Management
North Carolina
$1.31M -$47.3K -400 -4%
AFA
1491
Abacus FCF Advisors
Florida
$1.31M +$1.25M +10,599 New
FFG
1492
Ford Financial Group
California
$1.3M -$98.9K -836 -7%
PGWM
1493
Parisi Gray Wealth Management
New Jersey
$1.3M +$14.6K +123 +1%
ACPU
1494
Arrowgrass Capital Partners (US)
Delaware
$1.3M +$1.25M +10,559 New
LJHT
1495
Laurie J. Hall Trustee
$1.3M +$17.7K +150 +1%
LA
1496
Lau Associates
Delaware
$1.29M -$236K -1,992 -16%
CCM
1497
Consolidated Capital Management
California
$1.29M +$139K +1,172 +13%
IWC
1498
Integrated Wealth Concepts
Massachusetts
$1.29M +$530K +4,477 +75%
RA
1499
RFG Advisory
Alabama
$1.29M -$209K -1,770 -14%
DDC
1500
DF Dent & Co
Maryland
$1.29M +$75.4K +637 +6%

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.