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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
GFS
1601
GYL Financial Synergies
Connecticut
$1.06M -$4.14K -35 -0.4%
BWAM
1602
Boyd Watterson Asset Management
Ohio
$1.06M +$144K +1,217 +16%
DTL
1603
Dynamic Technology Lab
Singapore
$1.06M +$1.02M +8,615 New
AIA
1604
Allied Investment Advisors
Montana
$1.06M -$9.7K -82 -0.9%
PK
1605
Pflug Koory
Nebraska
$1.06M -$17.7K -150 -2%
IFWM
1606
Institute for Wealth Management
Colorado
$1.05M +$1.01M +8,522 New
HPWM
1607
Highland Private Wealth Management
Washington
$1.05M -$29.6K -250 -3%
ARMT
1608
Amica Retiree Medical Trust
Rhode Island
$1.05M -$215K -1,819 -18%
CPA
1609
Court Place Advisors
Maryland
$1.05M
ANB
1610
Amarillo National Bank
Texas
$1.05M
CCMT
1611
CMT Capital Markets Trading
Germany
$1.05M +$1.01M +8,500 New
PI
1612
PFS Investments
Georgia
$1.05M +$1M +8,490 New
ADBIC
1613
A.D. Beadell Investment Counsel
Wisconsin
$1.04M
SWA
1614
SFMG Wealth Advisors
Texas
$1.04M +$241K +2,033 +32%
ACG
1615
Allen Capital Group
Nebraska
$1.04M +$710 +6 +0.1%
JT
1616
Jump Trading
Illinois
$1.04M +$997K +8,430 New
BCP
1617
Blackhawk Capital Partners
Wisconsin
$1.03M +$269K +2,273 +37%
W
1618
Wealthquest
Ohio
$1.03M -$11.1K -94 -1%
SIC
1619
SFE Investment Counsel
California
$1.03M -$21.8K -184 -2%
WCF
1620
West Coast Financial
California
$1.03M -$24.5K -207 -2%
PFBT
1621
Parkside Financial Bank & Trust
Missouri
$1.03M +$56.7K +479 +6%
NP
1622
NorthRock Partners
Minnesota
$1.02M +$7.33K +62 +0.8%
CPIA
1623
Cornell Pochily Investment Advisors
New York
$1.02M -$537K -4,543 -35%
NA
1624
Navellier & Associates
Nevada
$1.02M +$984K +8,316 New
SJIM
1625
St. Johns Investment Management
Florida
$1.02M -$4.73K -40 -0.5%

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.