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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
GAM
1651
Gemmer Asset Management
California
$993K -$879K -7,269 -48%
JCM
1652
Jacobsen Capital Management
Utah
$987K +$960K +7,936 New
PMFA
1653
Plante Moran Financial Advisors
Michigan
$986K +$33.5K +277 +4%
FBFS
1654
First Business Financial Services
Wisconsin
$978K -$6.53K -54 -0.7%
ACA
1655
Atlas Capital Advisors
Wyoming
$976K -$4.96K -41 -0.5%
TW
1656
Transform Wealth
Colorado
$975K +$948K +7,836 New
AP
1657
Appleton Partners
Massachusetts
$973K +$19K +157 +2%
DA
1658
Doliver Advisors
Texas
$962K -$3.14K -26 -0.3%
HA
1659
Halsey Associates
Connecticut
$962K +$12.1K +100 +1%
OFS
1660
Orrstown Financial Services
Pennsylvania
$956K +$40.9K +338 +5%
NEPWA
1661
New England Private Wealth Advisors
Massachusetts
$954K +$1.21K +10 +0.1%
BWAM
1662
Boyd Watterson Asset Management
Ohio
$952K -$118K -979 -11%
BFA
1663
Brendel Financial Advisors
New Hampshire
$949K +$63.5K +525 +7%
SC
1664
Searle & Co
Connecticut
$946K
DE
1665
Day & Ennis
Georgia
$945K -$1.69K -14 -0.2%
RWM
1666
Ritholtz Wealth Management
New York
$942K +$101K +832 +12%
SMM
1667
Stadion Money Management
Georgia
$941K -$66.1K -547 -7%
BWM
1668
Bernicke Wealth Management
Wisconsin
$941K +$73.8K +610 +9%
WA
1669
Wheatland Advisors
Pennsylvania
$936K -$3.02K -25 -0.3%
RSVP
1670
Ramsay Stattman Vela & Price
Colorado
$934K +$484 +4 +0.1%
PVH
1671
Psagot Value Holdings
Israel
$925K
WCF
1672
West Coast Financial
California
$924K -$113K -934 -11%
EGA
1673
E&G Advisors
Texas
$923K +$33.1K +274 +4%
RG
1674
Renaissance Group
Kentucky
$920K -$244K -2,020 -21%
AIC
1675
Ameritas Investment Company
Nebraska
$917K -$772K -6,382 -46%

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.