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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
CA
1626
Cambridge Advisors
Nebraska
$1.03M +$121 +1 +0%
PAS
1627
Partnervest Advisory Services
California
$1.02M +$121 +1 +0%
CPO
1628
Cerity Partners OCIO
New York
$1.02M +$98.3K +813 +11%
MFW
1629
Mosaic Family Wealth
Missouri
$1.01M +$3.75K +31 +0.4%
SCM
1630
SOL Capital Management
Maryland
$1.01M +$93.7K +775 +11%
EWF
1631
Epstein & White Financial
California
$1.01M +$285K +2,361 +38%
ARMT
1632
Amica Retiree Medical Trust
Rhode Island
$1.01M -$51.1K -423 -5%
NAS
1633
Nicolet Advisory Services
Wisconsin
$1.01M +$33K +273 +3%
AAP
1634
Aristotle Atlantic Partners
Florida
$1M +$130K +1,072 +15%
VWA
1635
V Wealth Advisors
Kansas
$1M +$75.3K +623 +8%
HC
1636
HNP Capital
New York
$1M
VRM
1637
Vectors Research Management
New York
$1M
CBT
1638
Central Bank & Trust
Kentucky
$1M +$63.1K +522 +7%
FCB
1639
First Command Bank
Texas
$999K
FCFS
1640
First Command Financial Services
Texas
$999K
SCP
1641
Stamos Capital Partners
California
$999K +$967K +8,000 New
Koshinski Asset Management
1642
Koshinski Asset Management
Illinois
$998K -$350K -2,894 -27%
FNBOMD
1643
First National Bank of Mount Dora
Florida
$998K -$79.8K -660 -8%
BOC
1644
Barbara Oil Co
Illinois
$996K
SA
1645
Sicart Associates
New York
$996K
SI
1646
SCP Investment
California
$996K +$605K +5,000 +167%
BIA
1647
BMT Investment Advisors
Pennsylvania
$996K +$967K +8,000 New
BOE
1648
Bank of Edwardsville
Illinois
$995K -$29.1K -241 -3%
SFM
1649
Signet Financial Management
New Jersey
$995K -$13.5K -112 -1%
PFBT
1650
Parkside Financial Bank & Trust
Missouri
$994K -$41.7K -345 -4%

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.