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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
PBT
1576
Pictet Bank & Trust
Bahamas
$1.13M -$810K -6,850 -43%
SIM
1577
Sterling Investment Management
Arizona
$1.13M +$612K +5,174 +129%
PA
1578
Perennial Advisors
New York
$1.13M +$292K +2,465 +37%
WCM
1579
Windsor Capital Management
Arizona
$1.13M +$20.1K +170 +2%
AFM
1580
Abbot Financial Management
Massachusetts
$1.13M +$29.5K +249 +3%
OIA
1581
OneDigital Investment Advisors
Kansas
$1.12M +$5.32K +45 +0.5%
BMC
1582
Benin Management Corp
Connecticut
$1.12M +$7.81K +66 +0.7%
WPA
1583
West Paces Advisors
Georgia
$1.12M +$293K +2,476 +38%
CFSG
1584
Community Financial Services Group
Vermont
$1.11M -$7.81K -66 -0.7%
BWP
1585
Bernardo Wealth Planning
Pennsylvania
$1.11M +$68.3K +577 +7%
CAG
1586
Crestwood Advisors Group
Massachusetts
$1.11M -$53.7K -454 -5%
SSA
1587
South Street Advisors
New York
$1.11M
PI
1588
PHH Investments
Texas
$1.1M -$8.64K -73 -0.8%
FNBSF
1589
First National Bank Sioux Falls
South Dakota
$1.1M
DW
1590
Domani Wealth
Pennsylvania
$1.1M
WWM
1591
Windsor Wealth Management
Indiana
$1.1M +$30.8K +260 +3%
ADL
1592
Asset Dedication LLC
California
$1.1M +$121K +1,023 +13%
WMSA
1593
Weiss Multi-Strategy Advisers
New York
$1.1M +$1.05M +8,899 New
GVAG
1594
Great Valley Advisor Group
Delaware
$1.09M -$111K -940 -10%
VCAM
1595
Van Cleef Asset Management
Ohio
$1.09M +$219K +1,848 +26%
CA
1596
Claro Advisors
Massachusetts
$1.09M -$592 -5 -0.1%
NCM
1597
Northside Capital Management
Oregon
$1.09M +$29K +245 +3%
ACA
1598
Aptus Capital Advisors
Alabama
$1.08M +$745K +6,296 +252%
PV
1599
Private Vista
Illinois
$1.07M -$59.4K -502 -5%
FNBOMD
1600
First National Bank of Mount Dora
Florida
$1.07M -$94.5K -799 -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.