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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
BWP
1551
Bernardo Wealth Planning
Pennsylvania
$1.2M +$74.7K +618 +7%
AIM
1552
Aspen Investment Management
Michigan
$1.2M
POIA
1553
Pin Oak Investment Advisors
Texas
$1.19M +$165K +1,365 +17%
ECM
1554
Exchange Capital Management
Michigan
$1.19M -$12.2K -101 -1%
AFA
1555
Abacus FCF Advisors
Florida
$1.19M -$131K -1,080 -10%
DAC
1556
Dividend Assets Capital
South Carolina
$1.18M -$7.25K -60 -0.6%
CC
1557
Cornerstone Capital
California
$1.18M
CCM
1558
Chickasaw Capital Management
Tennessee
$1.18M
GVAG
1559
Great Valley Advisor Group
Delaware
$1.18M +$67.4K +557 +6%
TCPWM
1560
Traverso Chambers Private Wealth Management
California
$1.18M -$91.4K -756 -7%
GRP
1561
Global Retirement Partners
California
$1.17M +$388K +3,212 +52%
BMC
1562
Benin Management Corp
Connecticut
$1.17M +$36.3K +300 +3%
ACA
1563
Aptus Capital Advisors
Alabama
$1.17M +$71.6K +592 +7%
SFSIG
1564
San Francisco Sentry Investment Group
California
$1.16M -$160K -1,322 -12%
PL
1565
Polianta Ltd
Jersey
$1.16M -$600K -4,960 -35%
CPA
1566
Clear Perspective Advisors
Illinois
$1.16M -$11.6K -96 -1%
CA
1567
Continuum Advisory
Idaho
$1.16M -$98.8K -817 -8%
BI
1568
Bredin Investment
Delaware
$1.16M +$1.11M +9,165 New
AAMA
1569
Advanced Asset Management Advisors
Ohio
$1.15M +$1.12M +9,275 New
GRQ
1570
Gardner Russo & Quinn
Pennsylvania
$1.15M -$90.1K -745 -7%
DBRC
1571
D.B. Root & Company
Pennsylvania
$1.15M -$8.95K -74 -0.8%
HWA
1572
Heritage Wealth Advisors
Virginia
$1.15M +$127K +1,054 +13%
WBG
1573
Wharton Business Group
Pennsylvania
$1.15M
MBT
1574
Monroe Bank & Trust
Michigan
$1.15M -$85.7K -709 -7%
CIM
1575
Corda Investment Management
Texas
$1.15M -$12.7K -105 -1%

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.