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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
KIC
1551
Keating Investment Counselors
Florida
$1.19M
THWM
1552
Taylor Hoffman Wealth Management
Virginia
$1.19M +$56.2K +475 +5%
BCM
1553
Breiter Capital Management
Florida
$1.19M -$162K -1,367 -12%
ECM
1554
Exchange Capital Management
Michigan
$1.19M -$9.82K -83 -0.9%
PWAG
1555
Polaris Wealth Advisory Group
California
$1.19M
AIM
1556
Aspen Investment Management
Michigan
$1.19M
FPCG
1557
Fort Pitt Capital Group
Pennsylvania
$1.18M -$279K -2,354 -20%
DAC
1558
Dividend Assets Capital
South Carolina
$1.18M
BP
1559
BBR Partners
New York
$1.18M +$1.13M +9,572 New
GTAM
1560
Global Trust Asset Management
Florida
$1.17M -$6.03K -51 -0.5%
CC
1561
Cornerstone Capital
California
$1.17M -$902K -7,627 -45%
CCM
1562
Chickasaw Capital Management
Tennessee
$1.17M -$11.8K -100 -1%
SFG
1563
StrategIQ Financial Group
Indiana
$1.16M +$4.85K +41 +0.4%
FAN
1564
Financial Advisors Network
California
$1.16M -$63.9K -540 -5%
RG
1565
Renaissance Group
Kentucky
$1.16M +$5.8K +49 +0.5%
SC
1566
Sawyer & Company
Massachusetts
$1.15M +$221K +1,865 +25%
GCM
1567
Grisanti Capital Management
New York
$1.15M -$6.51K -55 -0.6%
DI
1568
DAGCO Inc
Ohio
$1.15M -$25.7K -217 -2%
HCP
1569
Holt Capital Partners
Texas
$1.15M
DBRC
1570
D.B. Root & Company
Pennsylvania
$1.15M +$39K +330 +4%
CIM
1571
Corda Investment Management
Texas
$1.15M
WF
1572
WealthTrust Fairport
Ohio
$1.14M +$37.3K +315 +4%
WBG
1573
Wharton Business Group
Pennsylvania
$1.14M
CPA
1574
Clear Perspective Advisors
Illinois
$1.14M +$94.6K +800 +9%
PCM
1575
Penserra Capital Management
California
$1.14M +$82.9K +701 +8%

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.