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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
AWM
1501
Altavista Wealth Management
North Carolina
$1.31M -$12.1K -100 -0.9%
LA
1502
Lau Associates
Delaware
$1.31M
CPIG
1503
Chicago Partners Investment Group
Illinois
$1.31M +$19K +157 +2%
MIM
1504
Marco Investment Management
Georgia
$1.3M -$124K -1,024 -9%
BRM
1505
Boston Research & Management
Massachusetts
$1.3M +$7.86K +65 +0.6%
LJHT
1506
Laurie J. Hall Trustee
$1.29M -$17.9K -148 -1%
IC
1507
Inscription Capital
Texas
$1.29M -$1.25M -10,322 -49%
CAG
1508
Csenge Advisory Group
Florida
$1.29M +$14K +116 +1%
MCM
1509
Manchester Capital Management
Vermont
$1.29M
FCA
1510
FLC Capital Advisors
California
$1.29M +$408K +3,374 +48%
RIA
1511
Realta Investment Advisors
Delaware
$1.29M +$625K +5,168 +98%
PL
1512
Plancorp LLC
Missouri
$1.29M -$435K -3,594 -26%
LOAMS
1513
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.28M -$269K -2,222 -18%
ADBIC
1514
A.D. Beadell Investment Counsel
Wisconsin
$1.28M +$221K +1,830 +22%
S
1515
Surevest
California
$1.28M +$510K +4,214 +69%
JFGLC
1516
Johnson Financial Group LLC (Colorado)
Colorado
$1.28M +$1.25M +10,299 New
JMFC
1517
J.M. Forbes & Co
Massachusetts
$1.28M +$30.2K +250 +2%
MWP
1518
MYCIO Wealth Partners
Pennsylvania
$1.28M +$52.2K +432 +4%
MIM
1519
Miller Investment Management
Pennsylvania
$1.27M
MFG
1520
Monte Financial Group
Connecticut
$1.27M +$32.4K +268 +3%
FWP
1521
FAS Wealth Partners
Kansas
$1.27M -$211K -1,741 -15%
DAM
1522
Delta Asset Management
Tennessee
$1.27M
PAM
1523
Premier Asset Management
Illinois
$1.26M +$6.05K +50 +0.5%
AIC
1524
Archer Investment Corporation
Indiana
$1.26M
FANJ
1525
Financial Architects (New Jersey)
New Jersey
$1.26M -$96.9K -801 -7%

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.