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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
BFC
1526
Bedel Financial Consulting
Indiana
$1.25M +$4.23K +35 +0.3%
Simplex Trading
1527
Simplex Trading
Illinois
$1.25M +$1.21M +10,044 New
FA
1528
Fagan Associates
New York
$1.25M +$307K +2,535 +34%
OAG
1529
Orbis Allan Gray
Bermuda
$1.25M +$1.21M +10,031 New
RWP
1530
RWA Wealth Partners
Massachusetts
$1.25M -$25.6K -212 -2%
BWP
1531
Baldwin Wealth Partners
Massachusetts
$1.24M
YMRC
1532
Yorktown Management & Research Company
Virginia
$1.24M
ACPU
1533
Arrowgrass Capital Partners (US)
Delaware
$1.24M -$69.8K -577 -5%
CFA
1534
Cahill Financial Advisors
Minnesota
$1.24M +$29.6K +245 +3%
FPCG
1535
Fort Pitt Capital Group
Pennsylvania
$1.24M +$42K +347 +4%
PA
1536
Perennial Advisors
New York
$1.24M +$90.1K +745 +8%
PCAP
1537
Pratt Collard Advisory Partners
New York
$1.23M +$3.63K +30 +0.3%
SFG
1538
Summit Financial Group
West Virginia
$1.23M -$20.9K -173 -2%
DDC
1539
DF Dent & Co
Maryland
$1.23M -$73K -604 -6%
HIM
1540
Harbour Investment Management
Washington
$1.22M -$3.02K -25 -0.3%
JWA
1541
JFS Wealth Advisors
Pennsylvania
$1.22M -$6.65K -55 -0.6%
NIM
1542
NuWave Investment Management
New Jersey
$1.22M +$281K +2,328 +31%
ADL
1543
Asset Dedication LLC
California
$1.22M +$112K +924 +10%
NIM
1544
Nexus Investment Management
Ontario, Canada
$1.21M -$72.5K -600 -6%
HCM
1545
Hollencrest Capital Management
California
$1.21M +$462K +3,822 +65%
TAIM
1546
TD Ameritrade Investment Management
Nebraska
$1.21M +$352K +2,909 +43%
GTAM
1547
Global Trust Asset Management
Florida
$1.21M +$2.83M +23,399 +246%
SIC
1548
SFE Investment Counsel
California
$1.2M +$157K +1,300 +16%
KIC
1549
Keating Investment Counselors
Florida
$1.2M
HCM
1550
Highlander Capital Management
New Jersey
$1.2M +$284K +2,350 +32%

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.