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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
WP
1676
WealthPLAN Partners
Nebraska
$926K +$29.6K +250 +3%
RSVP
1677
Ramsay Stattman Vela & Price
Colorado
$924K +$17.7K +150 +2%
FA
1678
Fagan Associates
New York
$923K +$85.2K +720 +11%
OCG
1679
Opus Capital Group
Ohio
$920K +$261K +2,210 +42%
NIM
1680
NuWave Investment Management
New Jersey
$918K +$881K +7,448 New
BA
1681
BKS Advisors
Michigan
$917K +$133K +1,124 +18%
PVH
1682
Psagot Value Holdings
Israel
$916K +$769K +6,504 +699%
CPO
1683
Cerity Partners OCIO
New York
$914K +$16.6K +140 +2%
WMG
1684
WESCAP Management Group
California
$909K -$138K -1,170 -14%
EIP
1685
Ellis Investment Partners
Pennsylvania
$907K -$19K -161 -2%
SCM
1686
SOL Capital Management
Maryland
$906K -$30.5K -258 -3%
OFS
1687
Orrstown Financial Services
Pennsylvania
$904K +$76.1K +643 +10%
SCM
1688
Salem Capital Management
Massachusetts
$899K -$124K -1,050 -13%
III
1689
Independent Investors Inc
New York
$899K
HCM
1690
Highlander Capital Management
New Jersey
$898K
CM
1691
CoreCommodity Management
Connecticut
$897K -$131K -1,108 -13%
JAFL
1692
Jay A. Fishman Ltd
Michigan
$893K -$11.8K -100 -1%
QI
1693
Qtron Investments
Massachusetts
$893K +$154K +1,298 +22%
FMT
1694
First Mercantile Trust
Tennessee
$890K -$971K -8,205 -53%
VWA
1695
V Wealth Advisors
Kansas
$885K +$135K +1,143 +18%
ANTB
1696
AMG National Trust Bank
Colorado
$881K +$56.7K +479 +7%
EGA
1697
E&G Advisors
Texas
$880K -$399K -3,374 -32%
IPW
1698
Inlet Private Wealth
Florida
$879K -$3.87M -32,751 -82%
HHAM
1699
HITE Hedge Asset Management
Massachusetts
$876K +$328K +2,770 +64%
CHA
1700
Cooper/Haims Advisors
New York
$874K -$20.5K -173 -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.