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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
SAM
1476
SignalPoint Asset Management
Missouri
$1.37M +$21K +174 +2%
AFNAS
1477
American Financial Network Advisory Services
California
$1.36M +$2.54K +21 +0.2%
BAS
1478
Brown Advisory Securities
Maryland
$1.36M -$230K -1,903 -15%
KLCM
1479
KG&L Capital Management
Louisiana
$1.36M -$19.2K -159 -1%
ABP
1480
Arthur B. Page
$1.36M +$99.5K +823 +8%
RCM
1481
RB Capital Management
Nevada
$1.35M +$330K +2,728 +33%
CCM
1482
Chilton Capital Management
Texas
$1.35M -$116K -961 -8%
ESBC
1483
E.S. Barr & Co
Kentucky
$1.35M -$13.2K -109 -1%
FFG
1484
Ford Financial Group
California
$1.35M +$27.2K +225 +2%
MIM
1485
Moseley Investment Management
Florida
$1.34M +$76.2K +630 +6%
PB
1486
Pinnacle Bancorp
Nebraska
$1.34M +$4.72K +39 +0.4%
FFN
1487
Focus Financial Network
Minnesota
$1.34M +$106K +878 +9%
RFM
1488
Royal Fund Management
Florida
$1.34M +$52.2K +432 +4%
SWA
1489
Stratos Wealth Advisors
Ohio
$1.34M +$116K +960 +10%
CIM
1490
CIM Investment Management
Pennsylvania
$1.33M +$52.4K +433 +4%
HFS
1491
Howard Financial Services
Texas
$1.33M +$1.45K +12 +0.1%
FAN
1492
Financial Advisors Network
California
$1.33M +$121K +1,000 +10%
KJWM
1493
Kiley Juergens Wealth Management
Washington
$1.33M +$1.29M +10,692 New
BO
1494
BRR OpCo
Ohio
$1.33M -$166K -1,370 -11%
PGWM
1495
Parisi Gray Wealth Management
New Jersey
$1.33M +$11.6K +96 +0.9%
SWA
1496
SFMG Wealth Advisors
Texas
$1.32M +$273K +2,257 +27%
CAM
1497
Costello Asset Management
Pennsylvania
$1.32M
EWM
1498
Elmwood Wealth Management
California
$1.32M -$3.51K -29 -0.3%
BFO
1499
Biltmore Family Office
North Carolina
$1.32M -$9.79K -81 -0.8%
FMB
1500
Field & Main Bank
Kentucky
$1.32M -$4.84K -40 -0.4%

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.