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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
CA
1626
Cambridge Advisors
Nebraska
$1.01M -$106K -900 -10%
PWMAG
1627
Pinnacle Wealth Management Advisory Group
New Jersey
$1.01M -$2.96K -25 -0.3%
BOE
1628
Bank of Edwardsville
Illinois
$1.01M +$975K +8,240 New
POIA
1629
Pin Oak Investment Advisors
Texas
$1.01M -$52.4K -443 -5%
PAS
1630
Partnervest Advisory Services
California
$1.01M -$534K -4,511 -35%
JIP
1631
Jaffetilchin Investment Partners
Florida
$1.01M +$186K +1,576 +24%
LSPW
1632
Lake Street Private Wealth
Illinois
$1.01M +$970K +8,195 New
HWA
1633
Heritage Wealth Advisors
Virginia
$1.01M +$21.1K +178 +2%
RCM
1634
RB Capital Management
Nevada
$1M -$3.08K -26 -0.3%
MFW
1635
Mosaic Family Wealth
Missouri
$1M -$27.1K -229 -3%
SMM
1636
Stadion Money Management
Georgia
$999K -$254K -2,143 -21%
CCA
1637
Catalyst Capital Advisors
New York
$997K +$781K +6,600 +443%
HR
1638
Hayden Royal
North Carolina
$996K -$1.37M -11,613 -59%
SSWM
1639
Sheets Smith Wealth Management
North Carolina
$995K +$4.02K +34 +0.4%
HC
1640
HNP Capital
New York
$991K -$92.3K -780 -9%
VRM
1641
Vectors Research Management
New York
$991K +$775K +6,550 +438%
LCM
1642
Leisure Capital Management
California
$989K -$118K -994 -11%
FCB
1643
First Command Bank
Texas
$989K +$20.7K +175 +2%
FCFS
1644
First Command Financial Services
Texas
$989K +$20.7K +175 +2%
BOC
1645
Barbara Oil Co
Illinois
$985K
NC
1646
Noked Capital
Israel
$985K
NI
1647
Noked Israel
Israel
$985K
SA
1648
Sicart Associates
New York
$985K
CI Investments Inc
1649
CI Investments Inc
Ontario, Canada
$985K +$816K +6,900 +627%
PCIA
1650
Prime Capital Investment Advisors
Kansas
$983K -$52.9K -447 -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.