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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
PCG
1501
Private Capital Group
Connecticut
$1.28M +$131K +1,108 +12%
BRM
1502
Boston Research & Management
Massachusetts
$1.28M +$8.87K +75 +0.7%
MCM
1503
Manchester Capital Management
Vermont
$1.28M +$169K +1,426 +16%
WIA
1504
World Investment Advisors
California
$1.27M -$38K -321 -3%
NIM
1505
Nexus Investment Management
Ontario, Canada
$1.27M
TCPWM
1506
Traverso Chambers Private Wealth Management
California
$1.27M -$5.44K -46 -0.4%
TRIM
1507
Thompson Rubinstein Investment Management
Oregon
$1.27M
CAAS
1508
Capital Asset Advisory Services
Michigan
$1.27M -$449K -3,796 -27%
RFM
1509
Royal Fund Management
Florida
$1.27M +$441K +3,725 +57%
SC
1510
Slow Capital
California
$1.27M -$12.7K -107 -1%
CIM
1511
CIM Investment Management
Pennsylvania
$1.27M
CAG
1512
Csenge Advisory Group
Florida
$1.26M -$153K -1,290 -11%
RWP
1513
RWA Wealth Partners
Massachusetts
$1.26M -$90.4K -764 -7%
MIM
1514
Miller Investment Management
Pennsylvania
$1.26M
CA
1515
Continuum Advisory
Idaho
$1.26M +$946 +8 +0.1%
PAMG
1516
Patton Albertson Miller Group
Tennessee
$1.26M +$111K +937 +10%
DAM
1517
Delta Asset Management
Tennessee
$1.25M -$50.4K -426 -4%
FPS
1518
Fieldpoint Private Securities
Connecticut
$1.25M +$162K +1,368 +16%
MIM
1519
Moseley Investment Management
Florida
$1.25M +$1.2M +10,159 New
AIC
1520
Archer Investment Corporation
Indiana
$1.25M +$47.3K +400 +4%
PA
1521
PFG Advisors
Arizona
$1.25M -$358K -3,027 -23%
PAM
1522
Premier Asset Management
Illinois
$1.24M +$367K +3,100 +44%
ABP
1523
Arthur B. Page
$1.24M +$313K +2,645 +36%
SFG
1524
Summit Financial Group
West Virginia
$1.24M -$45.4K -384 -4%
JMFC
1525
J.M. Forbes & Co
Massachusetts
$1.24M -$592 -5 -0%

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.