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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
BFC
1526
Bedel Financial Consulting
Indiana
$1.24M -$2.96K -25 -0.2%
GRQ
1527
Gardner Russo & Quinn
Pennsylvania
$1.23M -$76.9K -650 -6%
BA
1528
Bristlecone Advisors
Washington
$1.23M +$87K +735 +8%
CI
1529
CX Institutional
Indiana
$1.23M -$1.28M -10,861 -52%
SACTSONJ
1530
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.23M -$118K -1,000 -9%
YMRC
1531
Yorktown Management & Research Company
Virginia
$1.23M
BWP
1532
Baldwin Wealth Partners
Massachusetts
$1.23M +$81.6K +690 +7%
CPIG
1533
Chicago Partners Investment Group
Illinois
$1.23M -$571K -4,828 -32%
CWA
1534
Cypress Wealth Advisors
California
$1.23M
MFG
1535
Monte Financial Group
Connecticut
$1.23M +$312K +2,633 +36%
MBT
1536
Monroe Bank & Trust
Michigan
$1.22M -$26.4K -223 -2%
REMPR
1537
Roof Eidam Maycock Peralta (REMP)
California
$1.22M
VWM
1538
Venturi Wealth Management
Texas
$1.22M -$46K -389 -4%
PCAP
1539
Pratt Collard Advisory Partners
New York
$1.22M +$5.92K +50 +0.5%
FFN
1540
Focus Financial Network
Minnesota
$1.21M +$1.17M +9,859 New
JWA
1541
JFS Wealth Advisors
Pennsylvania
$1.21M -$29.5K -249 -2%
MWP
1542
MYCIO Wealth Partners
Pennsylvania
$1.21M -$8.87K -75 -0.8%
HIM
1543
Harbour Investment Management
Washington
$1.21M -$21.7K -183 -2%
MIAS
1544
Mason Investment Advisory Services
Virginia
$1.21M +$1.16M +9,799 New
SWA
1545
Stratos Wealth Advisors
Ohio
$1.21M -$9.94K -84 -0.9%
GIM
1546
Greylin Investment Management
Virginia
$1.2M -$37.3K -315 -3%
TRAM
1547
Tuscan Ridge Asset Management
Illinois
$1.2M +$1.15M +9,750 New
ACI
1548
Alpha Cubed Investments
California
$1.2M -$464K -3,925 -29%
CFA
1549
Cahill Financial Advisors
Minnesota
$1.19M +$10.2K +86 +0.9%
BP
1550
Ballentine Partners
Massachusetts
$1.19M +$65.4K +553 +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.