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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
WPA
1601
West Paces Advisors
Georgia
$1.09M -$36.6K -303 -3%
DRD
1602
Dennis R. Delaney
$1.09M +$102K +845 +11%
CCM
1603
Consolidated Capital Management
California
$1.08M -$219K -1,813 -17%
HPWM
1604
Highland Private Wealth Management
Washington
$1.08M +$15.6K +129 +2%
AFM
1605
Abbot Financial Management
Massachusetts
$1.08M -$58.6K -485 -5%
VCAM
1606
Van Cleef Asset Management
Ohio
$1.07M -$30.5K -252 -3%
WIA
1607
World Investment Advisors
California
$1.07M -$180K -1,486 -14%
PK
1608
Pflug Koory
Nebraska
$1.07M
PI
1609
PHH Investments
Texas
$1.06M -$51.1K -423 -5%
OCG
1610
Opus Capital Group
Ohio
$1.06M +$129K +1,063 +14%
ANB
1611
Amarillo National Bank
Texas
$1.06M
NS
1612
NewDay Solutions
New Hampshire
$1.06M +$1.02M +8,464 New
VCM
1613
Vivaldi Capital Management
Illinois
$1.06M +$649K +5,366 +172%
MIAS
1614
Mason Investment Advisory Services
Virginia
$1.06M -$159K -1,318 -13%
PCG
1615
Private Capital Group
Connecticut
$1.05M -$249K -2,062 -20%
CPA
1616
Court Place Advisors
Maryland
$1.05M -$5.2K -43 -0.5%
IPW
1617
Inlet Private Wealth
Florida
$1.05M +$144K +1,187 +17%
LJAC
1618
L.J. Altfest & Co
New York
$1.05M +$350K +2,891 +52%
WI
1619
Wintrust Investments
Illinois
$1.04M +$171K +1,414 +20%
IUHSA
1620
Itau Unibanco Holding S.A.
Brazil
$1.04M +$443K +3,661 +78%
W
1621
Wealthquest
Ohio
$1.04M -$5.32K -44 -0.5%
NA
1622
Navellier & Associates
Nevada
$1.03M
PWMAG
1623
Pinnacle Wealth Management Advisory Group
New Jersey
$1.03M +$9.07K +75 +0.9%
SJIM
1624
St. Johns Investment Management
Florida
$1.03M +$1.09K +9 +0.1%
LCM
1625
Leisure Capital Management
California
$1.03M +$28.2K +233 +3%

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.