We are live on ! Find out more
CVX icon

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
BFA
1701
Brendel Financial Advisors
New Hampshire
$874K
AF
1702
AMG Funds
Connecticut
$871K +$56.3K +476 +7%
PFC
1703
Phocas Financial Corp
California
$870K
KPW
1704
Kore Private Wealth
New York
$869K -$51.6K -436 -6%
NGA
1705
Naples Global Advisors
Florida
$869K -$4.38K -37 -0.5%
FCA
1706
FLC Capital Advisors
California
$868K +$72.3K +611 +9%
IAMOG
1707
Investors Asset Management of Georgia
Georgia
$867K
CRIG
1708
Charter Research & Investment Group
Connecticut
$863K -$1.18K -10 -0.1%
AAP
1709
Aristotle Atlantic Partners
Florida
$863K +$592K +5,004 +250%
FCA
1710
FinTrust Capital Advisors
South Carolina
$861K +$592 +5 +0.1%
FPFS
1711
First Personal Financial Services
North Carolina
$860K +$14.9K +126 +2%
9WM
1712
9258 Wealth Management
Ohio
$859K +$8.76K +74 +1%
WI
1713
Wintrust Investments
Illinois
$857K -$1.54K -13 -0.2%
BWM
1714
Bernicke Wealth Management
Wisconsin
$856K +$38.3K +324 +5%
F
1715
F3Logic
Minnesota
$854K -$1.99M -16,854 -71%
LB
1716
Legacy Bridge
Iowa
$852K +$15.4K +130 +2%
PFA
1717
Paradigm Financial Advisors
Missouri
$851K -$21.4K -181 -3%
NPA
1718
Nichols & Pratt Advisers
Massachusetts
$841K +$11.9K +101 +2%
AAIM
1719
Asset Advisors Investment Management
Georgia
$838K +$47.3K +400 +6%
BCP
1720
Berkeley Capital Partners
Georgia
$835K -$81.8K -691 -9%
TAIM
1721
TD Ameritrade Investment Management
Nebraska
$835K +$91.7K +775 +13%
VNB
1722
Virginia National Bank
Virginia
$834K -$94.3K -797 -11%
EGM
1723
Engineers Gate Manager
New York
$834K +$801K +6,769 New
CICI
1724
Capital Investment Counsel Inc
North Carolina
$831K -$2.25K -19 -0.3%
RWM
1725
Ritholtz Wealth Management
New York
$830K -$443K -3,741 -36%

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.