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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
MWM
1651
Meridian Wealth Management
Kentucky
$980K -$260K -2,196 -22%
ONST
1652
Old North State Trust
North Carolina
$978K +$325K +2,745 +53%
FBFS
1653
First Business Financial Services
Wisconsin
$975K
ACA
1654
Atlas Capital Advisors
Wyoming
$971K +$866K +7,318 +1,295%
DRD
1655
Dennis R. Delaney
$971K +$103K +868 +12%
TF
1656
Tompkins Financial
New York
$968K +$47K +397 +5%
RA
1657
Rational Advisors
New York
$965K +$478K +4,037 +106%
B
1658
Bridgeworth
Alabama
$964K -$391K -3,301 -30%
NAS
1659
Nicolet Advisory Services
Wisconsin
$962K +$924K +7,811 New
CII
1660
Capital International Inc
California
$958K -$35.5K -300 -4%
DA
1661
Doliver Advisors
Texas
$956K +$118 +1 +0%
BWCS
1662
Beirne Wealth Consulting Services
Connecticut
$955K -$8.64K -73 -0.9%
SFM
1663
Signet Financial Management
New Jersey
$949K +$26K +220 +3%
AP
1664
Appleton Partners
Massachusetts
$944K -$237 -2 -0%
NEPWA
1665
New England Private Wealth Advisors
Massachusetts
$943K -$6.03K -51 -0.7%
PMFA
1666
Plante Moran Financial Advisors
Michigan
$942K -$253K -2,142 -22%
HA
1667
Halsey Associates
Connecticut
$940K -$46.3K -391 -5%
DE
1668
Day & Ennis
Georgia
$937K +$5.21K +44 +0.6%
SC
1669
Searle & Co
Connecticut
$936K
ER
1670
Enlightenment Research
Florida
$936K +$485K +4,100 +117%
NFG
1671
Next Financial Group
Texas
$931K -$1.98M -16,724 -69%
NFH
1672
NEXT Financial Holdings
Texas
$931K +$894K +7,553 New
WA
1673
Wheatland Advisors
Pennsylvania
$930K
FFS
1674
Founders Financial Securities
Maryland
$927K -$12.1K -102 -1%
CBT
1675
Central Bank & Trust
Kentucky
$926K +$15.5K +131 +2%

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.